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Best financial advisors in Lake Ronkonkoma Heights, NY

Registered advisers within 25 miles of Lake Ronkonkoma Heights, NY.

Offices
714
Firms
225
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,868,167 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

VERITY ASSET MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FEDERAL PREP
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
ROSEMARK ADVISORS, INC.
KOMICH CAPITAL ADVISORS
STARKILLER IM, LLC
OSAIC WEALTH, INC.
INCRED WEALTH INC.

Investors

Richard Cecchi
Jacqueline Ann Mallinson
Rachel Alexandra Gentz
GEORGE GARY ELKIN
MICHAEL ANTHONY BOCCIO
GREG J SELG
MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO
JOSEPH CHIOSSONE
TIMOTHY M OHARA
Daniel Murcott
MATTHEW MARC RACANELLI
REBECCA ROSE KEIFFERT
KEITH EDWARD ROBERTSON
MATTHEW J MURPHY
Mark Robert Calaci
JOHNATHAN ANDREW KOMICH
Craig J Ferraro
BRADLEY MARK WELTER
GARY M ORKIN
CHARLES MICHAEL MATISI
RICHARD ERIC WESTERBERG
MICHAEL JAMES GALLAGHER
JONATHAN SCOTT HURD
ROBERT THOMAS CROTHERS
ROBINSON WILLIAM CROTHERS
BARRY STEVEN COHN
BRIAN QUATRALE
STEVEN JOHN SCHMIDT
PAUL LYNCH DONAHUE
JIMMY WILLIAM KUHN
WILLIAM PATRICK DONAHUE
JOHN EDWARD HELLDORFER
JAMES FORBES
JAMES THOMAS QUINN
SANTINO JOSEPH MIRABELLI
EDWARD V VRONA
COLETTE REBECCA BITZAS
GUS JAMES CATANZARO
GARY JOHN NAGLE
NICOLE ELYSE WOOD
Matthew S Jacoby
MICHAEL HARRIS FLIEGELMAN
PATRICK C PASSARETTI
BRADLEY A COOKE
STEPHEN CLEMENT GRIECO

Within 25 miles of Lake Ronkonkoma Heights, NY, Best Investors lists 225 registered investment advisory firms with 714 offices nearby, managing about $14.3T in combined regulatory AUM across 2,868,167 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 Ronkonkoma Heights

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