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Best financial advisors in Gilgo Beach, NY

Registered advisers within 25 miles of Gilgo Beach, NY.

Offices
914
Firms
252
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,868,605 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
R. SEEGER WEALTH MANAGEMENT, LTD
ALLSTATE FINANCIAL ADVISORS, LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
ROCKLINE WEALTH MANAGEMENT LLC

Investors

Aazar A Bhatti
SAMEER AGA
Cinthia W. Euceda garcia
Luis R Hernandez Peralta
Jason J Zimmerman
FRANK ROBERT PECORELLA
Joseph robert Colarusso
Peter T Grainger
JEANANN M LELLA
Jason Notter
Miguel Rodriguez
James Edward Griffin
MARGUERITE DANAHER
Robert Neil Gargiulo
Vincent G Perrotta
Angelo Magoulas
Jonathan Hernandez
James McCarron
RYAN TAYLOR MCDERMOTT
Cameron Tomassone
RICHARD T SEEGER
STEPHEN ANDREW CONTE
Christopher John Lindsley
PAUL COZZANI
CHRISTOPHER FERRARI
DONALD G BLUMBERG
BRIAN DOUGLAS MILLS
NICHOLAS CALEB DIOLOSA
PAUL EUGENE SOUTHARD
MARK A CAULO
Karla Patricia Butler
ULANDER ALLISON RAMESAR
NICHOLAS ANTHONY COLUZZI
Salvatore Licata
GABRIEL MICHAEL GALLANTE
Connor James Mushorn
MARK BENNETT ROSE

Within 25 miles of Gilgo Beach, NY, Best Investors lists 252 registered investment advisory firms with 914 offices nearby, managing about $14.9T in combined regulatory AUM across 2,868,605 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 Gilgo Beach

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM