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Best financial advisors in Levittown, NY

Registered advisers within 25 miles of Levittown, NY.

Offices
4,913
Firms
3,092
Combined AUM
$51.9T
Firm-wide filings, not assets booked only here
Clients
4.70M
4,697,761 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
UNITED CAPITAL FINANCIAL ADVISORS
VALIC FINANCIAL ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
CITIZENS SECURITIES, INC.
CWM, LLC
THE PINNACLE FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
R & R FINANCIAL PLANNERS, INC.

Investors

Stephen M Plackis
Aazar A Bhatti
JOSEPH PURPURA
Adam Jerry Janowski
Stone Richard Strongin
Richard C Justino
Patrick J. O'Callaghan
JASON SAMUEL NUNNALLY
Evan R. Meyers
Oreste A. Abbamonte
Deborah A. Goldberg
Thomas Joseph Saviano
Henry Tom
Mohit Pahilajani
NANCY CONTINO
Daniel J. Freeman
ANTHONY LAZZARO
Ryan C Kates
ZAINUR RAHMAN
PATRICIA R VITALE
JAMES JOSEPH PIANGOZZA
JOSEPH PIANGOZZA
James Rice
DANIEL LYNCH
THOMAS J LYNCH
KAREEM GEORGE ROBERTS
JEREMIAH ROCKEFELLER BUDEN
Stephen Michael DeMaio
THOMAS JOSEPH POLITO
CHRISTOPHER A LIGUORI
Angelo Flores
Michael Ponessa
Molli Salomon
LUIS MIGUEL REYNOSO
Katherine Diane Agrillo
DAWN MARIE BRESSINGHAM
Esteban Sarmiento
PETER JOHN CRAIG
NICHOLAS AGNONE
DOLORES B MITCHELL
PHILIP JOHN CANZONERI
FRANK PETER HERAGHTY
CHRISTOPHER THOMAS CONNELL
UJALA TAJAMMAL
Timothy J. O'Hara
Peter J. Licari
Karen Kelly
Daniel Malone
ALBERT AKERMAN
Tara Romeo
KEVIN FRANCIS MURPHY
ANTHONY ROSA
WILLIAM VITO ROMEO

Within 25 miles of Levittown, NY, Best Investors lists 3,092 registered investment advisory firms with 4,913 offices nearby, managing about $51.9T in combined regulatory AUM across 4,697,761 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 Levittown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM