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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

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
CAPITOL SECURITIES MANAGEMENT, INC.
CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
FINANCIAL PLANNING ANALYSTS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Aazar A Bhatti
John T. Lafata
David A. Ziff
YAJAIRA VARGAS
SABRINA LIN
JULIA NICOLOSI
MATTHEW TESORIERO
ROBERT P. GILCHRIST
CHRISTOPHER M. CIERSKI
ANTHONY WALIA
KAYLA M WATTS
JAKE BILLELO
Jesse Whitsit
RACHEL WEISSMAN
ALEX D. OLTEANU
AIDAN TARNOWSKI
THOMAS JAMES MCGUIRE
WILLIAM BARBACCIA
LISA REDDO
STEPHEN RICHARD MASTINO
DONALD A CANADE
STEVEN BUFFARDI
GAVIN FEE
RAQUEL PAZMINO-COFF
KEVIN L. PODELL
CAMERON RUSS
HARKARAN S. KUMAR
LINDA ZIMMERER
JOSEPH ROBERT NOSWORTHY
MATTHEW BROWN
NICHOLAS JOSEPH SCOZZARI
JONATHAN COOPER
LUCIA CIRAOLO
HUGHROY DALEY
DANIEL ZIMON
LYNNE WHALEN CALABRO
NICOLE SAPIENZA
JAMES WEINBLATT
TYLER DAUBLE
BRIAN ANDREW COHEN
JOHN PATRICK OLEARY
TIMOTHY JAY SCHERWA
JAMES BRIAN MORAN
SCOTT ANDREW GERHAM
CATHERINE ANGELA PERUGINI
TEOFILO ROJAS
Melissa Narine
EVAN RICHARD KRALSTEIN
JAMES DIAPOULES
MARVIN FEINSTEIN
THOMAS JOSEPH CAMMISA
STUART E. LEYTON
JAMIE SCOTT SHAPIRO
SCOTT BRIAN ZUCKERMAN
Giro Iadevaia
Daniel S Burns
Yaniv Hakim
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
Stephen M Plackis
FRANK PETER HERAGHTY
CHRISTOPHER THOMAS CONNELL
UJALA TAJAMMAL
MARK STEWART BRODY
Mike Lombardi
BRIAN MATTHEW GILL
Sean Thomas Carey
Jeffrey B Greco
SCOTT MICHAEL FRAYLER
DANIEL MICHAEL SANBORN
PATRICIA THOMAS
Marvin Garcia
ROCCO STEFANO MARTINELLI
Brandon Dariotis
NED M MARZIGLIANO

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