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Best financial advisors in Locust Valley, NY

Registered advisers within 25 miles of Locust Valley, NY.

Offices
5,830
Firms
3,605
Combined AUM
$55.1T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,714,412 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
BRUDERMAN PRIVATE WEALTH
BOSTWICK CAPITAL LLC
PLATFORM TECHNOLOGY PARTNERS
URSULA MANAGEMENT, LLC
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
WELLINGTON SHIELDS & CO., LLC
BUCKRAM SECURITIES LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERICAN WEALTH ADMINISTRATION GROUP LLC
SOVEREIGN GLOBAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

ROSALIND ANNA MOUZOURIS
James Kevin Pryor
Sotirios Vangelatos
JAMES MATTHEW BRUDERMAN
ROBERT WILLIAM BRUDERMAN
John James Litke
MATTHEW RYAN SEGAL
Joseph Drew Spina
Patrick Kirley Moran
Nathaniel Turner Simkins
JEFFREY FILONE
PATRICK MICHAEL VAN ROTEN
MATTHEW S SHAPIRO
Stephen James Nicholas
JOHN PETER KELLY
JAMES EDWARD FAHEY
PETER PHILIP DEBUONA
ROBERT L SCHAEFER
ERIC MATTHEW FILIPPONE
Steven Andrew Zografos
William M Meyer
Lucas Zelehowsky
DAVID H POSMANTIER
Paul Michael Roman
KEVIN JOHN HUGHES
JONATHAN SOLOMON LIFSCHUTZ
MICHAEL CIRO COLLETTI
Timothy Augustine
TIMOTHY JOHN HUGHES
Alexander Joseph Gallego
ALEX IVAN GALLEGO
JEFFREY DOUGLAS LANG

Within 25 miles of Locust Valley, NY, Best Investors lists 3,605 registered investment advisory firms with 5,830 offices nearby, managing about $55.1T in combined regulatory AUM across 4,714,412 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 Locust Valley

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