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Best financial advisors in East Marion, NY

Registered advisers within 25 miles of East Marion, NY.

Offices
208
Firms
91
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,447,209 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CLEARVIEW FINANCIAL PLANNING, INC.
BIG ROCK ADVISORS LLC
SAYBROOK CAPITAL CORP
RAVELLO PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
SOUND INCOME STRATEGIES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Investors

Cori L. Cass
RUDOLPH HERMAN BRUER
Christopher Nicholas Crandle
DAVID CARLETON DICKERSON
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
DOUGLAS PATRICK MISCOLL
PATRIC JOSEPH WALLACE
ROAN PATRICK SULLIVAN
MATTHEW JOSEPH SULLIVAN
STEPHEN ERNEST NORTON
DEBRA FLINT
STEPHEN JOSEPH ADELETTI
Stacey D Lee
CHRISTOPHER CUTLER COBURN
VINCENT NICHOLAS MARTINO
BARTLEY CHRISTOPHER DAMON
JANICE MARIE REED
SUSAN MARIE DOWLING
R Christopher Damon
BRUCE ROBERT BUCK
ERIC JOSEPH MOREIRA
Kelly E Maryeski
Ryan Peter Busby
Matthew L Naarden
ABBAS DANESH
DAVID JOSEPH SCRANTON
Maurice Jack Nelligan
JASON DENNIS CARRIER
TYLER WESTERVELT POTTS
Avery Lacourciere
Jack Giegerich
Christine Vogt
Michael William Cummins
Evan F Wilke

Within 25 miles of East Marion, NY, Best Investors lists 91 registered investment advisory firms with 208 offices nearby, managing about $12.1T in combined regulatory AUM across 2,447,209 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in East Marion

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM