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Best financial advisors in Head Of The Harbor, NY

Registered advisers within 25 miles of Head Of The Harbor, NY.

Offices
1,415
Firms
683
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,920,845 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

GLADOWSKY CAPITAL MANAGEMENT CORP
KESTRA ADVISORY SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
ARCADIA WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
OSAIC INSTITUTIONS, INC.
STRATEGIC ADVISERS LLC

Investors

JASON ROBERT GLADOWSKY
Sam Kaplan
JONATHAN BARNETTE LEIS
MATTHEW HARRISON BROWN
Stephen C Valenti
MARK S EGHRARI
WILLIAM A RULAND
ROBERT FRANK NOTARFRANCESCO
Dylan W Simms
IRVING THOMAS LEE
ANTHONY STEVEN GIPPETTI
Peter Steven Donahue
KELLY ANN LYNCH
ALLISON MARIE VANASKI
WALTER FRANK WISNIEWSKI
Joseph Manuel Aguirre
MICHAEL JOHN MURPHY
ANUBHAV MULLICK
Gregg A Marano
CHRISTOPHER FRANK AMADEO
Lori A Bjorndahl
Brian Slattery
Jake J Cabble
BRUCE DANIEL HUGGINS
JAMES SCOTT BISHOP
Antonio DAMIANO Fusco
Michael A Marziotto
CHRISTA ANN PINERO
DEBORAH KAMER
Adam Granby Wood
Gerald Slattery
CARMELO ANTONIO VAZQUEZ
MICHAEL KARWOSKI
Lea Muller
Richard Silvio Ciufo
Alexandra Kolessar
Joseph MARTIN Miller
JAMES MAURICE GAUGHRAN
MICHAEL JAMES RICHARDS
CONCETTA JEAN CULLIN
Adam Gawreluk
PETER KENNETH GAWRELUK
LISA HOPE KEATON
Jack Peter Gawreluk
Shelley ANNE Saraniti
LYDIA DICLEMENTE
Michael THOMAS Esposito
LEVI SOLMOSE
Aleksandra Drake
DAVID WALLACE
Brandon L DeRamo
Nicholas Gregory Leone
Charles Solomon
PAIVI JOHANNA CARTWRIGHT
BRYAN JOHN WAGNER
JACOB M GRIER
Michael Joseph Mirando
Mark Robert Calaci
JOSEPH M. IANNUZZI
MICHAEL GALARDI
VINCENT ANTHONY SMITH
DANIEL BEGLEY
DIANNA SANCHEZ
NICHOLE DALENA
NICHOLAS J. NOVELLINO
DENNIS GUR
BRANDON JOSEPH KUSTEK
ALEX MILLWATER
ADAM CAFARELLA
REGINA SARAH SAIO
ANTHONY SOLOMITA
GREGORY JAMES CORCORAN
ARIEL BAEZ
DAIANA PLOSCARU
CHRISTOPHER J BARNES
SAMANTHA CALA
LAUREN CONWAY
WILLIAM P. HERMANEK
JOSEPH LEFEBVRE
ALEXANDER THOMAS HART
BESSY YOLIBETH GUEVARA
NICHOLAS G. AMENDOLARA
JOSEPH SITARAS
Kevin Fitzpatrick
Stephen P. Daige

Within 25 miles of Head Of The Harbor, NY, Best Investors lists 683 registered investment advisory firms with 1,415 offices nearby, managing about $19.2T in combined regulatory AUM across 2,920,845 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 Head Of The Harbor

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