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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

OPPENHEIMER & CO. INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
ROSEMARK ADVISORS, INC.
KOMICH CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
CITIGROUP GLOBAL MARKETS INC.
STARKILLER IM, LLC

Investors

JASON HUANG
SHANE FUGGER
JOHN LAWRENCE WEST
JAMES CREIGHTON COLLINS
Lisa Marie Stigliano
LAWRENCE HARKAVY
MICHAEL ERIK MC MURRAY
PAUL THOMAS ROMANELLO
Nicholas Joseph Gallino
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
GEORGE GARY ELKIN
MICHAEL ANTHONY BOCCIO
GREG J SELG
Robert Michael Vilbig
TIMOTHY M OHARA
ANDREW J KEANE
KEITH EDWARD ROBERTSON
MATTHEW J MURPHY
Mark Robert Calaci
MATTHEW MARC RACANELLI
REBECCA ROSE KEIFFERT
JOHNATHAN ANDREW KOMICH
Craig J Ferraro
BRADLEY MARK WELTER
DANIEL SCOTT KRESH
MICHAEL DAVID KRESH
Jian Liu
MUHAMMAD SHAHZAD
ANTHONY MANUEL MARTINS
MELODY NADINE FULLER
AILEEN L. MICHALEC
KAYLA CONELLI
BRANDON MANGAN
Jason Paul Bonito
CALUM LEONARD
DANIEL P CONFORTI

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