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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

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

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
Jonathan Paul Bostwick
Andrae Delisser
JOSEPH BONURA
JAMES VERDI
NICHOLAS KLOPSIS
Matthew Kyle Heeter
Mark Robert Calaci
LOUIS ANTHONY SORIANO
Frank E Carpentiere
Gregg A Marano
CHRISTOPHER FRANK AMADEO
Lori A Bjorndahl
Brian Slattery
Jake J Cabble
BRUCE DANIEL HUGGINS
JAMES SCOTT BISHOP
Antonio DAMIANO Fusco
Michael A Marziotto
CHRISTA ANN PINERO
DEBORAH KAMER
Adam Granby Wood
Gerald Slattery
CARMELO ANTONIO VAZQUEZ
MICHAEL KARWOSKI
Lea Muller
Richard Silvio Ciufo
Alexandra Kolessar
Joseph MARTIN Miller
JAMES MAURICE GAUGHRAN
MICHAEL JAMES RICHARDS
CONCETTA JEAN CULLIN
Adam Gawreluk
PETER KENNETH GAWRELUK
LISA HOPE KEATON
Jack Peter Gawreluk
Shelley ANNE Saraniti
LYDIA DICLEMENTE
Michael THOMAS Esposito
LEVI SOLMOSE
Aleksandra Drake
DAVID WALLACE
JOHN CLEAVELAND PALMER
Dylan W Simms
IRVING THOMAS LEE
MICHAEL DESEPOLI
LYNNE MICHELE BARNHARDT
Brett DiSalvo

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