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Best financial advisors in Halesite, NY

Registered advisers within 25 miles of Halesite, NY.

Offices
2,264
Firms
1,016
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,436 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

STEINBERGANNA WEALTH MANAGEMENT LLC
N FINANCIAL PLANS
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
SPECTRUM GROUP MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
&PARTNERS
THE PINNACLE FINANCIAL GROUP
TD PRIVATE CLIENT WEALTH LLC
EAGLE'S CREST ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DANIEL STEINBERG
KENNETH CHARLES ANNA
AMIR A NOOR
MATTHEW BRANDON HILL
CURTIS LEONARD MAZER
RICHARD EVAN ZACHAROFF
David Charles Vaccaro
Vincent E Sama
Bruce Monaco
Hayley Shea Paul
BRYAN ROSEN
Justin Volence
Michael DiFilippo
JUSTIN MANFREDO
Anthony Levine
Kevin Gang
CHRISTOPHER PIAZZA
JOHN MICHAEL CAFONE
Christopher Figuccio
Albert Yeh
Sheri L Savage
Alexandra Z Bartonik
Tarleton E Smith
Tanya Gambale
Adam Tibbetts
Joseph J. Lopresti
Philip S Getfield
EDWARD MITCHEL GOLDNER
Isaac Zacharia
Joseph K Lopresti
Nicholas Meyer
George E Frenzel
PAUL MICHAEL CABRERA
Carmine Libertini
MICHAEL J JAPPELL
Thomas G. Figgiani
James T Duffy
KEITH ANTHONY MIRRA
Christopher Beatrice
John Lamaris
ASHU BHARARA
Carissa A Luna
DUSTIN JOHN TRIESCH
STEPHEN JACK BIRBIGLIA
DOUGLAS JAMES CERRATO
Jack Jay Schlanger
ANTHONY PETER FUSARO
Clifford James Sieber
THOMAS PHILIP EASOW
BRENDAN JOSEPH CAREY
GIUSEPPE GIGLIOTTI
PASQUALE CAPONE
GREGORY JOSEPH KENNEDY
Christian Kilian
ABEL LUKOSE OONNOONNY
Imtiyaz Muhamed Nathoo
GUILLERMO BAUTISTA

Within 25 miles of Halesite, NY, Best Investors lists 1,016 registered investment advisory firms with 2,264 offices nearby, managing about $21.7T in combined regulatory AUM across 3,251,436 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 Halesite

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