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Best financial advisors in Huntington Station, NY

Registered advisers within 25 miles of Huntington Station, NY.

Offices
2,014
Firms
926
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,666 clients when Item 5C has a number
Avg / client
$6.97M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
GALLATIN POINT CAPITAL LLC
37SPRUCE INVESTMENT PARTNERS, LLC
SCIENCE & TECHNOLOGY PARTNERS, L.P.
WHEELOCK STREET CAPITAL LLC
SAG HARBOR CAPITAL MANAGEMENT, LLC
THE WEALTHPLAN LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
C & C FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
EDWARD JONES
THE DOWLING GROUP WEALTH MANAGEMENT
RGA INVESTMENT ADVISORS, LLC
MODOO STRATEGY LLC

Investors

SHEILA LEAH SPICEHANDLER
DANIEL DODDERIDGE
JASON A HOOFNAGLE
ALEXANDER STEVEN MILLS
JENNA SIGNORILE
JOSE HENRY MERCY
MELINDA CAROLINE LAPERT
BETH CUTLER
LAWRENCE BAKER
ANDREW SCOTT PILLARELLA
STEVEN PAUL BELPORT
SANDRA KATHARINA KAPFER
FRANK DUDLEY LAWRENCE
MICHAEL ANTHONY SALIMBENE
ROBERTA PREIS ANDERSON
DAVID SQUIRE
JASON ANDREWS
KATHERINE A WELCH
NANCY FILIPE MEADE
ZACHARY HOYLE
ROBERT SCHAEFER
SAMANTHA CLAIRE BELPORT
Michael Paul Hardy
REBECCA EMMANUELLA SCALA
ANTHONY D'AMBROSIO
JOHN GEORGE ROTANDO
KIMBERLY ANN BENKO
PAOLO M THOMPSON
CHRISTOPHER THOMAS OFFNER
JOHN JOSEPH PASACRETA
SCOTT ROBERT FRIEDMAN
ROSS MICHAEL BAUER
THEODORE YOUNGLING
INGRID DIKMEN
FREDERICK STAUNTON HILL
CHARLES DOMINIC DAYER WILD
THOMAS POVINELLI
DAVID EFREM WARSHAW
Christopher DeCarolis
John A Marshall
Kenneth Lynn
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
JOSEPH LEONARD BARONE
STUART D BERG
ANTHONY NICHOLAS BARONE
Christopher Kory
Jack D. Ramaley
ALFRED DILAMANI
Christopher Aurel Manimbo
Thomas Maurice Fagan
JOSEPH MICHAEL DOWLING
SEAN MICHAEL DOWLING
JASON MATTHEW GILBERT
John A Foote
GWENDOLYN B WILLIAMS
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI

Within 25 miles of Huntington Station, NY, Best Investors lists 926 registered investment advisory firms with 2,014 offices nearby, managing about $20.4T in combined regulatory AUM across 2,923,666 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 Huntington Station

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