Best financial advisors in Malverne, NY

Registered advisers within 25 miles of Malverne, NY.

Offices

5,379

Firms

3,343

Combined AUM

$58.7T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,717,323 clients when Item 5C has a number

Avg / client

$12.4M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

20 BLAKE AVE
LYNBROOK, NY 11563

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

711 FRANKLIN AVE
FRANKLIN SQUARE, NY 11010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

266 MERRICK RD
LYNBROOK, NY 11563

STATE FARM INVESTMENT MANAGEMENT CORP.

349 MERRICK RD
LYNBROOK, NY 11563

OSAIC WEALTH, INC.

303 Merrick Road Suite 502
Lynbrook, NY 11563

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

300 MERRICK RD
LYNBROOK, NY 11563

NOSURIS, INC.

700 MERRICK ROAD
LYNBROOK, NY 11563-2327

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

700 MERRICK ROAD
LYNBROOK, NY 11563

LPL FINANCIAL LLC

264 E. MERRICK RD.
VALLEY STREAM, NY 11582

J.P. MORGAN SECURITIES LLC

654 FRANKLIN AVE.
FRANKLIN SQUARE, NY 11010

PARK AVENUE SECURITIES LLC

15 Atlantic Ave SUITE 212
LYNBROOK, NY 11563

PFS INVESTMENTS INC.

25 ATLANTIC AVENUE
LYNBROOK, NY 11563

PFS INVESTMENTS INC.

25 ATLANTIC AVE STE C
LYNBROOK, NY 11563

LPL FINANCIAL LLC

50 MERRICK ROAD STE 202
ROCKVILLE CENTRE, NY 11570

EDWARD JONES

84A N VILLAGE AVE
ROCKVILLE CENTRE, NY 11570

EDWARD JONES

184 ROCKAWAY AVE
Valley Stream, NY 11580-5824

EDWARD JONES

119 N Park Ave Ste 301
Rockville Centre, NY 11570

ANGLIA ADVISORS

70 EAST SUNRISE HWY SUITE 500
VALLEY STREAM, NY 11581

THE WORLD CHANGERS INVESTMENTS, LLC

70 East Sunrise Hwy Suite 500
Valley Stream, NY 11710

ANGLIA ADVISORS

70 E Sunrise Highway Suite 500
Valley Stream, NY 11581

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

PARK AVENUE SECURITIES LLC

PFS INVESTMENTS INC.

ANGLIA ADVISORS

THE WORLD CHANGERS INVESTMENTS, LLC

Investors

MARK JAMES DEROSA

DOMINICK MOLINARO

STUART ROBERT SCHOENFELD

FRANCESCA ARLIA

JOHN Pierce JONZA

JEREMY ADAM JACOBS

Jeffrey STUART Schoenfeld

Matthew James Scanlan

ALAN JASON SCHOENFELD

JOHN CARL VARRICCHIO

LEWIS BJORN BORDOLEY

JENNIFER JOANNE LANIGAN

solomon jacobson

Mathew George Callaghan

HARRY CHARLES KATZ

Kyle Patrick Woll

CHRISTOPHER JOSEPH PASSARELLI

Julian Schubach

ALAN WEINGARTEN

ADAM NICKOLAS STORK

Joachim Daniel Terzi

NATHAN JERRY FRENKIEL

CORDEL EVAN BRYAN

NICHOLAS STEWART

PAUL JOSEPH CELENTANO JR.

SABRINA MARIE FREGARA

Charles Andrew Silecchia

Annette D Matthew

Efrain Fernandez

KIMBERLY ELYSE GILGEOURS

SIMON PATRICK BRADY

Within 25 miles of Malverne, NY, Best Investors lists 3,343 registered investment advisory firms with 5,379 offices nearby, managing about $58.7T in combined regulatory AUM across 4,717,323 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 Malverne

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