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Best financial advisors in Massapequa Park, NY

Registered advisers within 25 miles of Massapequa Park, NY.

Offices
1,243
Firms
371
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,872,322 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
A.G. MORGAN FINANCIAL ADVISORS, LLC
PORT CAPITAL MANAGEMENT
NBC SECURITIES, INC.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
ADC WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

Michael John Wieber
Melissa Wilson Minikes
Scott Thomas Mulford
Laura Anne Raad
ERIC W ROSENER
Andres Libreros
Ethan Aulino
PETER JONATHAN MONTALVO
ANTHONY Michael ERRICO
MATTHEW LOUIS SENICOLA
JOSEPH EDWARD DISANZA
EDWARD JOHN WELLS
ROBERT JOHN ENGELHARDT
John Patrick Napoli
Jeffrey M Seigies
Justin Moore
RUSSELL ALBERT STOLA
Matthew Carl Spatola
Adam Joshua Paganetti
STEPHEN VINCENT DOLAN
PAULA ALEXANDRA OLIVERAS
DOUGLAS CASTRO
ROBERT GEORGE SCHUMACHER
Jennifer Caccavale
Brandon J. Hodges
RICHARD ALAN ROSENBUSCH
MARLIN GEORGE GILLESPIE
DANIEL GERARD MAZZOLA
DANIEL PAUL MAZZOLA

Within 25 miles of Massapequa Park, NY, Best Investors lists 371 registered investment advisory firms with 1,243 offices nearby, managing about $16.8T in combined regulatory AUM across 2,872,322 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 Massapequa Park

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM