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Best financial advisors in Greenlawn, NY

Registered advisers within 25 miles of Greenlawn, NY.

Offices
2,080
Firms
978
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,322 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
NPA ASSET MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
SAFE HARBOR ASSET MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
THE PINNACLE FINANCIAL GROUP
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.

Investors

Robert Sterling Madden
Christopher Sheldon Kaiser
Gregg R. Evangelist
ELLEN M HOUSTON
LORENZO A AUFIERO
RICHARD FRANCIS FITZGERALD
GARY JOSEPH DELORENZO
Ryan Danley
Heather Marie Steiniger
JOSEPH ANTHONY PALESE
Douglas Scott Sinclair
Michael D Feinman
Kevin St Jean
Nikia Adams
Alexander Steinberg
STEPHEN KENT DAVIS
Lizbeth Kyle Lindley
Katherine Kanes
PETER GABRIEL JOHNSTON
VINCENT JOHN FAMULARI
Darwin Falcon
PETER KARL BENEKE
OLIVIER ALLAIN
CHRISTOPHER RENNA
JOSEPH JOHN PERRI
DOUGLAS MARC ABBATE
Thomas Joseph Kolakowski
JUDITH KALB BECKMAN
SUSAN LYNN WHITCOMB
Joseph K Lopresti
Nicholas G. Lupi
Brendan M. Shepherd
Erik Francisco Vasquez
Joseph Salehi
CURTIS LEONARD MAZER

Within 25 miles of Greenlawn, NY, Best Investors lists 978 registered investment advisory firms with 2,080 offices nearby, managing about $21.6T in combined regulatory AUM across 3,251,322 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 Greenlawn

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM