Best Investors Account Sign in

Best financial advisors in East Moriches, NY

Registered advisers within 25 miles of East Moriches, NY.

Offices
268
Firms
77
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,681,567 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
FLEXINCOME FUND
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
FOREFRONT
PECONIC ASSET PLANNING
SPRUCE POINT CAPITAL MANAGEMENT, LLC
EAST END FINANCIAL GROUP, INC.
OSAIC WEALTH, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Whalter A Ponce
Tyler Conway
Dalton Jude McCarthy
Christian tyler Campbell
CHARLES MCCANN
Michael James Schmid
MELISSA MURPHY PAVONE
CORINNE CECILIA HEANEY
NANCY BETH KAYEKIRSCH
BRIAN PATRICK NYDEGGER
David Jerome Willmott
AMY ELIZABETH WILCOX
Scott Francis Ricca
David Terry
GILBERT ALAN CARDILLO
Scott Pluschau
LANIA KATHLEEN CROSS
MARY BERNADETTE LAFEMINA
JACK FRANCIS KOSINSKI
JEFFREY RICHARD CONNOLLY
JOSEPH JOHN KOSINSKI
MARK ANDRE POITRAS
CATHERINE ANN TURK
ROLAND FRANCIS DRISCOLL
PANAYOTA PATRICIA DELUCA
CINDY E HUBBARD
Philip Scaglione
JAMES DUFFY
TIMOTHY JAMES BOURKE
DONNA ANN WESS
FRANK STEVEN MARINACE
LAURA ANNE FENNELL
LISA M SCIUTO
GISELE KIROLOS
PRESTON SCHOENFELD
Lauren Parente
MICHAEL RAYMOND SCHWENK
MICHAEL T MCCARRICK
JOSEPH M JAMISON
COLLIN E BEARDSLEE
Kasten Randolph Carter
STEPHANIE K BROWNE
Jorge Torres
JOANNE JACOBS-PERKINS
VAL TRACY FRANKLIN
LOUIS JAMES ARDITO
STEPHANIE ANNE ZAYICEK
PAIGE ELENA BENTZ
Christopher J Mauceri
SUSAN ELWELL PALMER
KENNETH FRANKMAN
LISA JILLIAN ZARRO
THOMAS KEVIN BOURKE
LEILA SIMOES PINTO
SCOTT I STEINBERG
THOMAS EDWARD MCCARRICK
ANDREW HAWSON
Kevin A Yanza

Within 25 miles of East Moriches, NY, Best Investors lists 77 registered investment advisory firms with 268 offices nearby, managing about $12.0T in combined regulatory AUM across 2,681,567 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 Moriches

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM