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Best financial advisors in East Setauket, NY

Registered advisers within 25 miles of East Setauket, NY.

Offices
1,208
Firms
556
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,835,921 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

AGILIS INVESTMENT MANAGEMENT LLC
ROUND ROCK ADVISORS LLC
STONEBRIDGE ADVISORS LLC
AIS CAPITAL MANAGEMENT L.P.
CETERA INVESTMENT ADVISERS LLC
MYFINANCIALPRO, LLC
FORTRESS FINANCIAL MANAGEMENT
OAK MANAGEMENT CORPORATION
MERIT FINANCIAL ADVISORS
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
CLINTON INVESTMENT MANAGEMENT, LLC
HILDENE CAPITAL MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC INSTITUTIONS, INC.
M28 CAPITAL MANAGEMENT LP
PARKMAN HEALTHCARE PARTNERS LLC
ABUNDANT WEALTH MANAGEMENT LLC

Investors

HEATHER SIMON SEVILLANO
JIN HU
NYDIA E. CONCEPCION
Scott Leonard Dynan
JEFFREY MITCHELL SHAW
Elaine Votier Biersack
Allison Costas
BERT THOMAS BOWLER
CRAIG DAN JENSEN
JOHN ROBERT PLANELL
LYNDA KOMMEL-BROWNE
ROBERT JOSEPH BENNETT
CONNOR SHEPARD FLEMING
JOHN ROBERT HUMMEL
PATRICK BERNARD LOUGH
PETER GITHINJI KIHARA
STEVEN TODD JACQUES
JOANNE GAUTRAU
EMILY SUSAN BOOTHROYD
GREG ADAM DIAMOND
LEE POVINELLI
Christopher Leavay
Dominick Anthony D'Andrea
FRANCESCO ANTHONY AMODIO
MICHAEL STUART HIRSON
KEVIN RICHARD AHLSTRAND
JOHN PATRICK DONALDSON
CHRISTOPHER FERRARA
JOSEPH CHARLES PROVIDENTI
MICHAEL JAMES PUGLIESE
MARK Charles SULLIVAN
Shivani Singh
Sean Coffey
Lynn O'shea
Anya Sanjay Dalal
DAVID ALAN KARPA
ANDREW IRA CLINTON
Thomas Desiderio
LANE STEVEN BUCKLAN
TREVOR JAMES SMALLWOOD
Alexander Dewitt Clinton
ALEXANDER BRONISLAW BEILIN
MARY CATHERINE PARR
HUGO MIGUEL ALVES
Kam Kam-Ying Johnston
JONATHAN JOSEPH PIAZZA-HARPER
Michael Alexander Geotes
Sean Torres Casey
STEVEN BARTON TWITCHELL
Drew Berkin
MICHAEL CARACAPPA
Brendan R Azoff
Francis Anthony Brown

Within 25 miles of East Setauket, NY, Best Investors lists 556 registered investment advisory firms with 1,208 offices nearby, managing about $17.2T in combined regulatory AUM across 2,835,921 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 Setauket

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM