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Best financial advisors in Lindenhurst, NY

Registered advisers within 25 miles of Lindenhurst, NY.

Offices
1,104
Firms
305
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,870,961 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

R. SEEGER WEALTH MANAGEMENT, LTD
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
OSAIC WEALTH, INC.
KOEHLER ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC

Investors

RICHARD T SEEGER
Angelo Magoulas
Jonathan Hernandez
Vincent G Perrotta
MARGUERITE DANAHER
Robert Neil Gargiulo
ULANDER ALLISON RAMESAR
Karla Patricia Butler
SHAWN HEATH BOYLE
MATTHEW MARK DESJARDIN
Eric Phillip Bencivenga
Bruce Monaco
Charlie Edward Santos
James McCarron
RYAN TAYLOR MCDERMOTT
Cameron Tomassone
ROBERT GEORGE SCHUMACHER
DANIELLE PAYNE
RICHARD ALAN ROSENBUSCH
MARLIN GEORGE GILLESPIE
Sean P. Vail
LEONARDO FIORENTINO
Christopher James Spalding
CHRISTOPHER CHARLES MANCINI
Angel Lynn Gulizio
ROSANNE ROLON GIL
Shown Kumar
Lauren Jean McNally O'Connell
CHRISTOPHER JAMES CUNNINGHAM
Nicole Ilustre
Daniel Tisser
BRENDAN HENRY HAND
TYLER CAPITANO
MATTHEW R RAPOPORT
SHERYL ARONSON ROTHMAN

Within 25 miles of Lindenhurst, NY, Best Investors lists 305 registered investment advisory firms with 1,104 offices nearby, managing about $15.4T in combined regulatory AUM across 2,870,961 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 Lindenhurst

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM