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Best financial advisors in Lake Grove, NY

Registered advisers within 25 miles of Lake Grove, NY.

Offices
970
Firms
390
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,881,539 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
CHARLES SCHWAB & CO., INC.
PENSION FUND EVALUATIONS, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
B. RILEY WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT INVESTORS INC

Investors

Brendan Peter Husch
ALBERT DANDREA
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
Brandon L DeRamo
Nicholas Gregory Leone
Charles Solomon
PAIVI JOHANNA CARTWRIGHT
BRYAN JOHN WAGNER
JACOB M GRIER
Michael Joseph Mirando
JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Christopher J Keel
James P. Siciliano
MICHAEL MARTIN BUSCH
Juleigha Schmidt
Nicholas A Cuiffo
Paul John DeSantis
Joseph Michael Bonifazio
JAKE DANIEL PUSATERI
Joseph Salehi
Dixon E Sanchez
DAVID JONATHAN WILCOX
DOMINICK ANTHONY CIOCIA
PAUL CHRISTIAN LORENTZEN
CHARLES EDMOND MARCHESE
CHARLES MICHAEL RICHARDSON
PATRICK EDWARD BYRNE
SALLY NOOTBAAR WING
JOSEPH SITARAS
MATTHEW GOLDSTEIN
Kevin Fitzpatrick
Stephen P. Daige
MARGARET EDEL MOLONEY
KEVIN PATRICK MOLONEY
JOSEPH MICHAEL SCHWAN

Within 25 miles of Lake Grove, NY, Best Investors lists 390 registered investment advisory firms with 970 offices nearby, managing about $16.2T in combined regulatory AUM across 2,881,539 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 Lake Grove

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