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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

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
PARK AVENUE SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CHRISTOPHER ARMAND SANTINI
KATE TASTROM
Maria Ganley
James R. Cook
GEORGE PAUL KREUSCHER
MEREDITH M DIAMOND
Christian Vincent Greco
BRYAN JASON DURSO
Tristan Amone
ROCCO ANGELO CARRIERO
PETER HAROLD KERN
TEDDI JO PAULSON
ROBERT KHALIL FARMAND
ERNEST WILLIAM INFANTE
ALEXANDER DANIEL TANTLEFF
Joel Michael Santucci
Anthony J Speranza
Danny M Sarfati
JOSHUA MICHAEL KROITOR
Kevin Robert Cohen
ROBERT IVAN SCHWARTZ
JONATHAN KEITH HOGE
KRISTIN VICTORIA PERSAD
CHERYL LYNN SEWARD
JERRY LEE STYLE
AUGUST LENTRICCHIA
CHRIS JOHN OCCHIPINTI
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
Daniel Murcott
DIANE MARY BOYAJIAN
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
ANTHONY CHIARELLI
Laura B. Hoffman
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
STEFFAN HAGENDORF
Patrick Michael McDonald
JOHN F DENNEHY
KEITH AARON BUTLER
Kerry Frances Rothemich
ALEX JOHN ROHMAN
Irie M Adams
Juleigha Schmidt
Fabio Patrick Purita

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