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Best financial advisors in Hauppauge, NY

Registered advisers within 25 miles of Hauppauge, NY.

Offices
1,049
Firms
376
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,873,092 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
CFM ADVISORS INC
CONRAD CAPITAL MANAGEMENT, INC.
CGAA
GWN SECURITIES INC.
QUANTUM ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
OPPENHEIMER & CO. INC.

Investors

PHILIP GASPAR CAPORUSSO
SYLVESTER ANTHONY MALLARDI
DANIEL JOHN ROSSITER
ANTHONY JAMES CAMILLERI
TIMOTHY ROSSITER
Raymond Fernandez
JOSEPH A TORRE
CHRISTOPHER LOUIS GRANO
JAMES GERARD KAUFMANN
Robert Michael Vilbig
Michael Francis Panella
WILLIAM BONACCI
JOHN ROMANO
LYLE WELDON HARDGROVE
DANIEL SCOTT KRESH
MICHAEL DAVID KRESH
CHAO YANG
DONALD EDWARD CONRAD
ANDREW JOSEPH MULLANE
BRIAN ARTHUR ROSOFF
MICHAEL VINCENT MILILLO
Kelly Powers
John Surace
NICHOLAS RUSSO
MALCOLM ERNEST DOUGLAS
PETER CRAIG BARTONE
KEITH GERARD FUCHS
ANTHONY MICHAEL ROMEO
ANTHONY SALVATORE ROMEO
GREGORY KEVIN MALONEY
ROBERT MICHAEL SEIPP
MARK STEVEN FILIBERTO
KATHERINE WETHINGTON
ROBERT CHARLES WHITEHEAD
EVAN SCOTT BRANFMAN
MYRON DUANE FISHER
KALLE JAAN RUGA
JACK R. SCHIFF
ETHAN WAYNE HOOPER
Matthew Posch
Kenneth Michael Cracchiola
JEFFREY ALAN GELLER
ASHLEY LYNN LANG
MICHAEL KENNETH GLATMAN
JAMES MICHAEL FILONUK
JASON LEE BAILEY
MICHAEL JAMES BARTOLOTTA
KENNETH RUSSELL CERINI
John Charles Gleeson
SCOTT LAWRENCE BRAUN
STEVE KEITH SHEPHERD
MATTHEW DELWIN JOHNSON
CHARLES CALISTO JUSTINO
ERIC WILLIAM SZCZUROWSKI
CATHERINE MARTIN WEAR
ROBERT E FRANCIS
ANTHONY PAUL JOHNSON
Daniel Peterson
Josef Minnich
MICHAEL GREGORY ROSSETTI
Gregory Sean Petraco
Michael Lovero
Dylan Krieg
Ian Rubin
Leo DeBlasio
Camille Rose Kelton
Christian Casaburro
Lawrence E Sienkiewicz
TODD MITCHELL PETRACO
JONATHAN SCOTT KUTTIN
DANIEL LEWIS HOHENBERG
AARON DAVID SCHENKMAN
LARS LEO KOFOD
KEVIN N KITT
Chad Ian Akselrad
JERROLD GUY SILVERMAN
CLAIRE K FITZ
Gavin Moran
Brendan Whitehead
John Holmes Wellington
Carolyn Lucy Smith-LoGiudice
Nicholas James Loehle
Matthew Weiner
RICHARD KENNA
Joseph Giardino
Collin James Krieg
Caleb Milsow
GARY PATRICK BACKER
ELIZABETH A GOLDEN
Felix Francisco Rivera
Michael Christopher Damiano
Emma H Leiman
SANDRA JACKLETT
WILLIAM ROBERT WHITE
DANIEL ROBERT LIFF
BRENDA CELINE CONNOLLY
MARYELLEN A PASSANISI
JAY D BROWN
ROBERT JAMES MASTROSIMONE
John Callea
JEREMY MICHAEL RAYBURN
Michael R Cavaliere
LEE STEPHEN NEUGEBAUER
STEVEN G TAMBONE
RYAN J ROSELLE
Vincenza Draper
MARK A ALBER
ADAM DAVID EHRLICH
ARIEL A CRUZ
Brandon Abraham Liff
Santiago Alzate
Ryan P McAdam
MICHAEL PATRICK ROONEY
JOHN KITEVSKI
ARTHUR DANIEL ROONEY
Patrick J O'Leary
JONATHAN EDWARD LOWD
DAVETA M WINSKI
GINA A AYASSE
ANDREW J LAWLOR
BENJAMIN J COTTER
JENNIFER M MCDONALD
Nicholas R Maggi
LISA M GALIARDO
LINDA LEE SANDERS
JANET ALEXIS KEEFE
Michael GEORGE Lockhart
TRACEY PATRICIA MEKLAUS
FRANK DANIEL MEZZANOTTE
STUART STEIN
JASON HUANG
SHANE FUGGER
JOHN LAWRENCE WEST
JAMES CREIGHTON COLLINS
Lisa Marie Stigliano
LAWRENCE HARKAVY
MICHAEL ERIK MC MURRAY
PAUL THOMAS ROMANELLO
Nicholas Joseph Gallino
MARK WAYNE MILLER

Within 25 miles of Hauppauge, NY, Best Investors lists 376 registered investment advisory firms with 1,049 offices nearby, managing about $16.1T in combined regulatory AUM across 2,873,092 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 Hauppauge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM