Best financial advisors in Glen Oaks, NY

Registered advisers within 25 miles of Glen Oaks, NY.

Offices

5,882

Firms

3,592

Combined AUM

$61.4T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,719,734 clients when Item 5C has a number

Avg / client

$13.0M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

261-02 UNION TURNPIKE
FLORAL PARK, NY 11004

J.P. MORGAN SECURITIES LLC

256-21 UNION TURNPIKE
GLEN OAKS, NY 11004

LPL FINANCIAL LLC

1280 UNION TURNPIKE
NEW HYDE PARK, NY 11040

TD PRIVATE CLIENT WEALTH LLC

110 Hillside Ave
New Hyde Park, NY 11040

J.P. MORGAN SECURITIES LLC

350 HILLSIDE AVENUE
NEW HYDE PARK, NY 11040

CETERA INVESTMENT ADVISERS LLC

697 B Hillside Ave
New Hyde Park, NY 11040

J.P. MORGAN SECURITIES LLC

27258 GRAND CENTRAL PKWY
FLORAL PARK, NY 11005

LPL ENTERPRISE, LLC

548 CHERRY LANE
FLORAL PARK, NY 11001

STATE FARM INVESTMENT MANAGEMENT CORP.

24102 Hillside Ave
Bellerose, NY 11426

CITIGROUP GLOBAL MARKETS INC.

CWM Retail, Sales 1524 UNION TPKE
New Hyde Park, NY 11040

MATRIX PRIVATE WEALTH MANAGEMENT INC.

1979 MARCUS AVENUE SUITE 210
LAKE SUCCESS, NY 11042

DAVIDOV FINANCIAL COACHING, LLC

1981 MARCUS AVENUE SUITE 231
NEW HYDE PARK, NY 11042

J.P. MORGAN SECURITIES LLC

1985 MARCUS AVENUE
NEW HYDE PARK, NY 11042

HSBC SECURITIES (USA) INC.

1572 UNION TPKE
NEW HYDE PARK, NY 11040

LPL FINANCIAL LLC

155 JERICHO TURNPIKE
FLORAL PARK, NY 11001

J.P. MORGAN SECURITIES LLC

247-20 JERICHO TPKE
BELLEROSE, NY 11001

PARK AVENUE SECURITIES LLC

110 JERICHO TURNPIKE SUITE 214
FLORAL PARK, NY 11001

PFS INVESTMENTS INC.

251-73 JERICHO TURNPIKE STE 201
BELLEROSE, NY 11426

PFS INVESTMENTS INC.

251-73 JERICHO TURNPIKE STE 201-A
BELLEROSE, NY 11426

CITIZENS SECURITIES, INC.

1596 UNION TURNPIKE, Suite 200 MS: NY363
NEW HYDE PARK, NY 11040

Firms

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

TD PRIVATE CLIENT WEALTH LLC

LPL ENTERPRISE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CITIGROUP GLOBAL MARKETS INC.

MATRIX PRIVATE WEALTH MANAGEMENT INC.

DAVIDOV FINANCIAL COACHING, LLC

HSBC SECURITIES (USA) INC.

PARK AVENUE SECURITIES LLC

PFS INVESTMENTS INC.

CITIZENS SECURITIES, INC.

Investors

CHRISTOPHER KUMAR

WILLIAM EDWARD HUTCHINGSON

Peggy C Valencia

LANCE ROBERT GORDON

GIUSEPPE BONURA

MELODY NADINE FULLER

Andrew Thomas Cabrera

MAHATIR SALAM SIKDER

Ethan M Davidov

MICHAEL DAVIDOV

CHRISTOPHER MICHAEL SALOGUB

YEONG-KENG CHIEN

JOHN PATRICK SULIT

ANTHONY ALEXANDER LOUCA

ADERONKE AYANGBESAN

Giscard Jean Chery

Gregg Eisenstein

JASON MARC KLAGER

SYEDMUHAMMAD ALI

RICHARD VINCENT DELLISOLA

MATTHEW JOSEPH CORBI

CHERYL ANN LO RUSSO

ANTHONY STEVEN CIMORELLI

ANATOLIY BELKIN

Within 25 miles of Glen Oaks, NY, Best Investors lists 3,592 registered investment advisory firms with 5,882 offices nearby, managing about $61.4T in combined regulatory AUM across 4,719,734 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 Glen Oaks

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM