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Best financial advisors in Mastic, NY

Registered advisers within 25 miles of Mastic, NY.

Offices
325
Firms
92
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,683,416 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
INDEPENDENT INVESTORS INC
DAI WEALTH, LLC
BRANCH FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
CONCORDE ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.

Investors

DAVID JONATHAN WILCOX
MARGARET EDEL MOLONEY
KEVIN PATRICK MOLONEY
ROY VINCENT PFLEGER
MICHAEL JOSEPH BRESCIA
HARLAN JAY FISCHER
FRANCIS GERARD SMITH
Brandon Jeffery Cruz
MARK MIROCCO
Timothy John Mirocco
MATTHEW JOHN NIEGOCKI
KYUNG E YEUM
MICHAEL MARTIN BUSCH
ALAN NEIL LICHTENSTEIN
Joseph Victor Levy
MICHAEL W MCCRAIN
JOSEPH SITARAS
Kevin Fitzpatrick
Stephen P. Daige
MORGAN JON WEIL
Tracy Anne Prush
Ryan Matthew Engel
Rinaldo Dominik Crassa
JONATHAN IAN EHRLICH
Jeffrey Howard Hendel
DENNIS THOMAS BYRNE
CRAIG J VALENTINE
Erik Stevens
PETER GLENN HALLIWELL
RANDOLPH PELOSI
Scott Robert Posner
Roodmy Cesar
Linda A Kuhn
Charles G Healy
John M. Zeumer
DAVID JOSEPH MOTTES
LOUISE DELUCA FALLICA

Within 25 miles of Mastic, NY, Best Investors lists 92 registered investment advisory firms with 325 offices nearby, managing about $12.5T in combined regulatory AUM across 2,683,416 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 Mastic

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM