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Best financial advisors in Islip, NY

Registered advisers within 25 miles of Islip, NY.

Offices
845
Firms
233
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,868,310 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
CWM, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARTNERS CAPITAL SERVICES, INC.
HLV VENTURES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

MARK WAYNE MILLER
ANTHONY GHIGLIERI
Carolyn Lucy Smith-LoGiudice
JOHN CAHILL
Christopher Michael Bergmann
GEOFFREY G BROWN
RONALD FRANCIS BERGMANN
IVY COMIA PETERSON
KATHLEEN MAY BRESNAN
NAJALA LANGLOIS
Mark E Peterson
Sean P. Vail
LEONARDO FIORENTINO
Jonathan Hernandez
Christopher James Spalding
CHRISTOPHER CHARLES MANCINI
Angel Lynn Gulizio
ROSANNE ROLON GIL
Shown Kumar
Lauren Jean McNally O'Connell
STEVEN ANDREW WOLF
PAUL BRIAN WOLF
LAWRENCE DAVID SPRUNG
DOMINIC VINCENT PRIVITERA
MARIA CARMEN BARNES ABUSTAN
Jorrell Rawlin Bland
THOMAS Alphonse WENTHEN
MICHAEL MONTELLI
Robert G. Dahroug
GUY RICHARD GORHAM
ANTHONY SANTO
RONALD GEORGE GARNEY
FRANK PALUMBO
ERIK JOHN DREWES
EDWARD MICHAEL CAHILL
JOHN CHARLES GARDINI
THOMAS CULLEN JUDGE
JASON SCOTT WEINTRAUB
STEVEN ANDREW SCHNEIDER
LAWRENCE JUST
RICHARD DANIEL HOUGHTON
MARK LEONARD VAIMBERG
DANIELLE PAYNE
Jonathan Tong
CHRISTOPHER KAIHONG TONG
ROBERT WILLIAM ALSTER
William A Cruz Benitez
Michael John Wieber
ANDREW J KEANE
BRIAN WILLIAM BATTER
Christopher Liu
Lisa Chalker
Angel Vidal

Within 25 miles of Islip, NY, Best Investors lists 233 registered investment advisory firms with 845 offices nearby, managing about $14.9T in combined regulatory AUM across 2,868,310 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 Islip

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM