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Best financial advisors in Great Neck, NY

Registered advisers within 25 miles of Great Neck, NY.

Offices
6,022
Firms
3,661
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,892 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
KUTZ AND COMPANY INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STONE HILL FIDUCIARY MANAGEMENT, LLC
PALUMBO WEALTH MANAGEMENT LLC
LEVEL FOUR ADVISORY SERVICES
RGA INVESTMENT ADVISORS, LLC
MODOO STRATEGY LLC
PFS INVESTMENTS INC.
C & C FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
CROSS SHORE CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

DENISE DRAGONETTI
Dylan J Rose
ANDREW B KUTZ
Chaim Deutsch
PHILIP IRA WEINISCH
DEBORAH ELLEN OCONNELL
SEAN PEARLMAN
ALEX MARK WEISSMAN
JOHN JOSEPH NAEGELE
JIMMY PETERS
BARRY KEITH DURAND
MARK SCOTT GOPEN
Nicole Maree Mitchell
Marvin Benak
AMANDA M BARCLAY
ERIC SCOTT GOODMAN
Michael Palmer
DANNY XIAO-DI HU
KELLY ANN BRIDGWOOD
BRIAN CHRISTOPHER O'LEARY
NILS ROBERT BOSCH
Jiachen Cai
William Jin
SETH BRADLEY KAPLAN
Jacqueline A Knoll
MICHAEL HOWARD KNOLL
Christine M Savarese
David F Morrisey
THOMAS PATRICK SCHALK
JOSEPH SALVATORE GRIECO
KEITH B MCCORMACK
RUSHAN MICHELLE SAWH
TRACEY BIERMAN
Dennis WALTER Singh
CHRISTIAN HAROLD AXELSON
Frank Falco
TERENCE M HIGGINS
MATT TARIN
Ryan C Olsen
Edward Lizotte
Judith A Ringel
Peter Raymond Ferrante
Frank Joseph Grieco
Stacey Kitay
JACOB A EPSTEIN
Abir Guha
RICHARD ANTHONY DILEONARDO
BRIAN JOSEPH CROUTIER
Gary NEIL Ringel
Robert Di Lorenzo
Mandy Judith Wolk
SIMONE ANTIONETTE GLENN
Camillo JOSEPH D'angelo
Mark V Alberti
SUZANNE M RAGHOONANAN
VINCENT DOMINIC GRIECO
Victoria Z Smallberg
Pooja Ajit Vyas
Frank A Lauretti
Matthew Thomas Swanson
SHARON MARGO ZELEZNIK
GLENDA BRENETTA ROSS
William Tripodo
SCOTT DAVID CURTIS
EDNA EIDELBERG
KEVIN ROBERT ONEILL
ZUO JIA BLACK
SUZANNE CAROL KLUSNER
Susan NICOLETTI Preslier
Cailey Claire Welch
Emanuel Yakheeye Alyaszadeh-Cohen
Peggy C Valencia
PHILIP G PALUMBO
DOUGLAS ROBERT AUGENTHALER
KILLANA P WILLIAMS
Stephen Jarret Engel
PETER DIZDAR
Salvina Gambino
Paul Kim
FEI YE
JAMES D LEE
LOUIS PAUL ORGERA
BRIAN JOSEPH EARLY
ROSILYN HOFFMAN OVERTON
JASON MATTHEW GILBERT
John A Foote
GWENDOLYN B WILLIAMS
ALFRED DILAMANI
HAI XIA WANG
Guozhen Zhao
DREW IRA NEWMAN
DANIEL ZHAO
Kevin Robert Cohen
Kaitlyn Eileen Kelly
Peter J Cocolaras
PETER SANOULIS
LISA MARIE PELLITTERI
Kevin Kong
YONG SHENG CHEN

Within 25 miles of Great Neck, NY, Best Investors lists 3,661 registered investment advisory firms with 6,022 offices nearby, managing about $61.5T in combined regulatory AUM across 4,720,892 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 Great Neck

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