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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

HEALTHCARE ROYALTY MANAGEMENT, LLC
BROADVIEW REAL ESTATE PARTNERS, LLC
CHAPFORD CAPITAL GROUP
CHARLES SCHWAB & CO., INC.
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
AIP CAPITAL ADVISORS LLC
CZECH ASSET MANAGEMENT, L.P.
SHELTER GROWTH CAPITAL PARTNERS LLC
TITAN ADVISORS, LLC
WITT LAKE ASSET MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
FINTRON ADVISORS, LLC
GORHAM CONVEXITY STRATEGIES LP
WORLD INVESTMENT ADVISORS, LLC

Investors

KATHARINE STEFFENS
Dominic N Mattei
James Goetz
Kevin Edward Colosimo
SCOTT BRENDON SCHWENDINGER
GERALD J SANTORO
Marlon Varsace
Eric M. Rwiliriza
KILEY DEAN SCHMIT
Timothy John Ressler
Lecia Lynn Lupoli
Howard Keung Mak
Jon B Rosenblatt
JAMES W. RAYMOND
KEVIN STANLEY
Thomas Clark Williamson
Odysseus Rethis
HANS C OLRIK
Elise Michelle Derusha
Kyle Andrew Asmann
Matthew Billitti
Gregory William Matthews
KEVIN PAUL JUDGE
Mitchell Antin
RICHARD JOHNSTON
RYAN L TUFTS
GREGORY CURTIS MANNING
FIONA ALEXANDRA JACKMAN-WARD
JOSEPH GONZALEZ
JOSEMARY GUTIERREZ
JULISSA LOPEZ
Maria L. Blessing
GERI CUICCI
Elliana Dividu
PHILIP EVAN SARAVIS
Edward Pejanovic
ANTONIO HENRIQUE ALVES
GINA MARIE BERT-ZATTO
RICHARD DAVIDSON
George Johnson
ALANA ROSE MCMILLAN
Mark Stephen Klebanoff
RICHARD ADAM KASPARIAN
SAMUEL HOWARD SCHIFFER
WILLIAM MONOS GREENFIELD

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