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Best financial advisors in Long Beach, NY

Registered advisers within 25 miles of Long Beach, NY.

Offices
4,828
Firms
3,034
Combined AUM
$58.0T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,709,717 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WOODSTOCK WEALTH MANAGEMENT, INC.
CEDARVIEW CAPITAL MANAGEMENT, LP
MYDA ADVISORS LLC

Investors

Anthony Lucarelli
Joseph DiFusco
Ryan C Kates
Jorge Eduardo Zapata Marulanda
Kaylee Lauren Abitz
Michael Anthony Agate
JAMES FUNG NG
TERRENCE PAUL LAMBERT
BRIAN KENNETH FEINBERG
ALAINA SPILKEVITZ
Nicholas Andre Azcona
MICHAEL A BERNABEO
WILLIAM BARRETT PHILLIPS
Lillian J Kowasz
Kyle Hauptman
ANDREW AUSTIN SIRVIS
BRIAN MICHAEL THORNTON
Faith Saragossi
Johnson Chikadibia Uwamanzu-Nna
ANDREW CHRISTIAN HOLLINGSWORTH
FRANK VINCENT GUZZONE
Jake Grabarnick
MICHAEL VINCENT CAMPO
Geeta Rajan Kohli
JAMES JOHN MEEHAN
Patrick I Chambers
JOHN THOMAS CAMIOLO
SCOTT DARREN FESSLER
MARK RUDY RAGHUNANDAN
Linsey D Mills

Within 25 miles of Long Beach, NY, Best Investors lists 3,034 registered investment advisory firms with 4,828 offices nearby, managing about $58.0T in combined regulatory AUM across 4,709,717 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 Long Beach

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 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM