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Best financial advisors in Long Island, NY

Registered advisers within 25 miles of Long Island, NY.

Offices
2
Firms
2
Combined AUM
$73.0B
Firm-wide filings, not assets booked only here
Clients
4,198
4,198 clients when Item 5C has a number
Avg / client
$17.4M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
PRINCIPAL SECURITIES, INC.

Investors

Sitsofe Akpene Amesawu
John Kim

Within 25 miles of Long Island, NY, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $73.0B in combined regulatory AUM across 4,198 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 Island

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

1 CITIGROUP GLOBAL MARKETS INC. 2,481 clients · 2,532 advisers $56.0B AUM 2 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM