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Best financial advisors in Holtsville, NY

Registered advisers within 25 miles of Holtsville, NY.

Offices
550
Firms
157
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,690,259 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SNYDER WEALTH GROUP
OSAIC WEALTH, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC

Investors

PAUL RAYMOND MORAN
LOUIS SAL ALFANO
RAYMOND VINCENT PASSARO
CHRISTOPHER JONATHAN IPPOLITO
BARRY ALAN PHILLIPS
ERIC ROSS TAITZ
Alan IRWIN Tanenblatt
MARK CHRISTOPHER PARROTT
MARK JEFFREY SNYDER
MACKENZIE ANN KLOUDA
DENISE J NOSTROM
IRMA MELISSA AMADOR
Nicholas Vincent Marchese
LUKE HENRY MORGAN
Richard C Justino
Kimberly Janowski
NICHOLAS CAVA
ROCCO ANTHONY MURATORE
KEVIN JOHN CANTWELL
RALPH PAUL RUGGIERO
JEFFREY HOWARD SPIRO
MATTHEW A. DAVIS
Thomas Mitchell Desroches
ERIC L BUSTO
Kyle S. Reynolds
KEITH F EDMONSON
KEITH FRANCIS BRADY
MATTHEW L. DEVINE
Alexander George Dudley
MARC ERIC ZIMMERMAN
Michael Faraci
Brian J. Leyhane
MICHAEL V SPELMAN
Daniel Murcott
DIANE MARY BOYAJIAN
Jonathan Paul Bostwick
Andrae Delisser
Irie M Adams
MICHAEL BEZA
Brandon E Chavez
STEVEN ROY KLINZING
Ryan V Forrester
MATTHEW GOLDSTEIN
DOMINICK ANTHONY CIOCIA
PAUL CHRISTIAN LORENTZEN
CHERYL LYNN SEWARD
JERRY LEE STYLE
AUGUST LENTRICCHIA
CHRIS JOHN OCCHIPINTI

Within 25 miles of Holtsville, NY, Best Investors lists 157 registered investment advisory firms with 550 offices nearby, managing about $13.1T in combined regulatory AUM across 2,690,259 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 Holtsville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM