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Best financial advisors in Fishers Island, NY

Registered advisers within 25 miles of Fishers Island, NY.

Offices
127
Firms
63
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,426,273 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
SIGHTLINE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
EDWARD JONES
FENWAY PARTNERS, LLC
CITIZENS SECURITIES, INC.

Investors

Brian John Cacace
Rebecca L Rice
Santino Funaro
Richard L Sullivan
Wayne Edward Devoe
JOSEPH R MARIANI
Richard MICHAEL Strickley
MELISSA JEAN MARR
DEREK SCOTT PIRRUCCELLO
Todd M O Donnell
Kathryn Gilmore
NICHOLAS STEPHEN BOSCO
SETH R PANUCCI
Raymond Mortali
Chloe Cahill
Matthew Carney
Cathy A Frausini
JACQUELIN M ROSSI
THOMAS JOHN MCBRIDE
KARIANN WALKER
NISHANT SAHOO
JAMES ALLEN NOONAN
David Schrage
CHRISTOPHER LEE HOLLOWAY
Brandi L Harrington
Dominic Joseph Carfora
DWAYNE CEDRIC STALLINGS
Lizabeth L Drega
MELISSA SUE DERRICK
ROBERT JOSEPH PATTEN
GAIL DEMICHIELL
ROBERT JOHN SARTORI
DAVID C VOLPE
ROBERT JOHN TASSONE
THOMAS DONALD WRIGHT
JOHN PAUL MORALES
PETER ELIOT BERGENDAHL
WILLIAM JOHN CANNING
ANTONIO THOMAS GIULIANI
BRENDA J AYERS
MARK CHRISTOPHER BENEDICT
Mark Michna
WILLIAM EDWARD DUVALL
MARK JOSEPH STEFFEN
STEFAN ALEXANDER PELLISH
Matthew C Gross
DARRELL EUGENE FOX
STEVEN H DEGRAFF
PAULETTE ANN RETSINAS
RICHARD DENNIS DICKINSON
JULIE SPARROW
SETH JOHN BURZYCKI
KEVIN STEVEN MORIN
Mark Wingfield
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
Lee James Couture
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
JEFFREY ALAN SEGAL
BRIAN ROLFE
RICHARD J ZABLOCKI
JANET MARIE LARKIN
Thomas Gardiner
Leah Ann Gardiner
THEODORE JOHN SCHAAF

Within 25 miles of Fishers Island, NY, Best Investors lists 63 registered investment advisory firms with 127 offices nearby, managing about $9.82T in combined regulatory AUM across 2,426,273 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 Fishers Island

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM