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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

J.P. MORGAN SECURITIES LLC
SENECA WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MJP WEALTH ADVISORS
ARGUS INVESTORS' COUNSEL, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUE GREEN CAPITAL MANAGEMENT LLC
CHILTON INVESTMENT COMPANY, INC.
CHILTON INVESTMENT SERVICES, LLC
PITON INVESTMENT MANAGEMENT, LP
PLH FAMILY OFFICE, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERITAS ADVISORY SERVICES, LLC
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

Investors

Brandon J. Hodges
Anthony Lucarelli
SETH TUTLIS
BENJAMIN L NICHOLS
TIMOTHY M MEYER
DAVID BIBICOFF
ANDREW EDWARD ZIMMERMAN
Sean Kilmurray
Michele Ann Vendig
Kevin Brady
RUTH LAMBERT GRETZ
DONNA MARIE PALAIS
JONATHAN WILLIAM PAPP
BRIAN JOSEPH BELLO
Connor Post
STEVEN CLAUDE VIOLETTE
BRUCE DAVID BROWN
NATHANIEL WARREN FOOTE
THOMAS DUDLEY MOORE
JOHN PETER MILLER
ANDRE MIRKINE
SUZANNE LOUISE LICHTMAN
ANTHONY LAURENCE ARICO
BRIAN P SCANLON
GERALD MICHAEL GLADNICK
RICKY DAVID CHERNOK
MICHAEL LEONARDO PAPPA
JEFFREY SCOTT SHARPE
BRAD CHRISTOPHER MCBRAIR
SARAH V MAN
ANA BACKA
JOSEPH BERTRAND VADNAIS
CHRISTOPHER JOHN CUNNINGHAM
MARIO FAUSTINI
JEFFREY BART COHEN
RICHARD CAMERON HUTCHINS
GARY FORD MUNOWITZ
LIZA BETH WELDON
GEORGE SEILER
JAMES RICHARD ALPERIN
SANDRA MILENA BONILLA
JAMES RUSSELL STANLEY
CHRISTOPHER ECKERT
PETER MICHAEL STEIWER
HOWARD MATSON
NICHOLAS V SOARES
JEFFREY ALEN STEWART
GEORGE NICHOLAS VENIZELOS
STEVEN WILLIAM SHERMAN
BRIAN TIMOTHY SUOZZI
Sabrina Gagliotta
JELMENA HUDSON
JERRY DECEMBRE
ALICIA MARIE WHEARTY
MICHAEL JOSEPH ZADLO
THERESA ANN GARTNER
BETTY MARIE BASILONE
RALPH CHAN
Michael E Farrell
BRIAN MATTHEW LOCKWOOD
JAMES PATRICK FORTESCUE
DANIEL THOMAS HUGHEY
KRISTOPHER ROBERT KONRAD
TODD BURACH
CHRISTOPHER A PESCE
Jonathan Pugach
DEBRA ANN BUSHMAN
Lauren Aylmer
Matthew Joseph Sheerin
STEVEN JAY MILLER
Brian Christopher Crandall
PETER H GOLDBERG
ARON ADAM MESTEL
RUSSELL WILLIAM MCMANUS
MICHAEL JOSEPH LALIBERTE
Ryan Michael Sakowich
EDWARD MICHAEL O'CONNELL
JOHN MANFREDONIA
PAUL ROBERT TRAUSE
JOSEPH S MCALINDEN
Nicholas V Caiafa
ROBERT ARTHUR SUTTON
JANE CARLA DESMOND
PETER JOSEPH BARONE
MARK KRAUSS
CHRISTOPHER JAMES NOLAN
VINCENT LOPES
Christopher M Leddy
Anna Maria Jaracz
LISA MARIE VANDETTI
ANDREW JOSEPH BORZILLERI
SUSAN RUTH COHN
JOSEPH ANDREW SCOTTO
Alexander Joseph Gallego
JOSEPH ANTHONY VINCI
THOMAS WILLIAM SPUHLER
GREGORY SCHEINBERG

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