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Best financial advisors in Fishers Isle, NY

Registered advisers within 25 miles of Fishers Isle, 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

VICUNA ADVISORS
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LANSDOWNE WEALTH MANAGEMENT, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
SOUND INCOME STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SOUND PORTFOLIO ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
DEWITT CAPITAL MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

THOMAS EDWARD ROBARGE
MICHAEL CHARLES MONDELLO
CLARE ELIZABETH SHERIDAN
LINDA JEAN LEE
CRAIG ROBERT KOEHLER
Ryan Joelson
Silviya Ivanova Cassar
JASON CERNIGLIA
Owen Scott ODonnell
NICHOLAS P MOURA
ANN LUCY HERRERO
ROBERT C HENDERSON
Reuben Laurence Woods
Joshua Robert Madden
ROBIN ALEXANDRA LAKEY-WHITE
James Edward Bates
Dana Kopp
JAMES MATTHEW FLYNN
Maurice Jack Nelligan
NANCY K HOLSTEIN
Leah Anne Goldenthal
Raquel Edith Torres
DAVID BRUCE TOPKIN
BRYAN JAMES WATTS
THEODORE LEE PARKER
Glenn Albert Hamler
BARRY JOSEPH SALUK
MONTGOMERY CHASE BRADLEY
GARRETT D HOFER
PATRICIA MARIE GRADY
JARED WILLIAM BLOXSOM
MANLY KOJI CHURCH
Matthew David O'Brien
JUSTIN Andrew STAUB
SHANE FRANCIS O'BRIEN
FREDERICK CHARLES LEONARD
Samuel E. Greenfield
Samuel E Kuzu
FREDERICK CHARLES LEONARD
LISA M CAYER
ROBERT RUSSELL FRADETTE
ALI ROBERT DABIRI
Mitchell R LaFlam
JENNIFER LYNN EASTBOURNE
JAMES PATRICK CLANCY
RUSSEL WALTON BURGESS
BRYAN A RODGERS
BRIAN ANTHONY BISHOP
TREVOR ANDERSON
JOAN MARIE COLEMAN
LISA JANE FRATONI
KRISTINE ELLEN ROBERTS
KATHLEEN ANN MONTANO
ALAN JOSEPH SYLVESTRE
CAROLINE WALL
HEATHER MICHELLE BRISSETTE
MATTHEW HARRISON SPRING
MICHELE JEANNE TRINKS
CLARK JOHNSON STURTEVANT
DANIEL STEPHEN SPRING
Cliff Anderson
LELAND DAVID WILCOX
JAMES FLOYD CARNEY
Matthew Carney

Within 25 miles of Fishers Isle, 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 Isle

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