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Best financial advisors in Massapequa, NY

Registered advisers within 25 miles of Massapequa, NY.

Offices
1,220
Firms
338
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,872,475 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

John Patrick Napoli
Jeffrey M Seigies
Justin Moore
PETER JONATHAN MONTALVO
DANIEL GERARD MAZZOLA
DANIEL PAUL MAZZOLA
Laura Anne Raad
MATTHEW LOUIS SENICOLA
JOSEPH EDWARD DISANZA
EDWARD JOHN WELLS
Melissa Wilson Minikes
Scott Thomas Mulford
PAULA ALEXANDRA OLIVERAS
DOUGLAS CASTRO
RUSSELL ALBERT STOLA
Matthew Carl Spatola
ROBERT JOHN ENGELHARDT
Michael John Wieber
Jennifer Caccavale
Brandon J. Hodges
TODD MATTHEW DUDONIS
JOSEPH LEO DOWNEY
SHAWN GOLDEN
Pradeep Menon
Boris Mikhail
KENNETH JACOBSEN
ANTHONY Michael ERRICO
DREW SCOTT DIOGUARDI
Adam Joshua Paganetti

Within 25 miles of Massapequa, NY, Best Investors lists 338 registered investment advisory firms with 1,220 offices nearby, managing about $15.9T in combined regulatory AUM across 2,872,475 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

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM