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Best financial advisors in Melville, NY

Registered advisers within 25 miles of Melville, NY.

Offices
2,201
Firms
951
Combined AUM
$19.7T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,559 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

LANTERN WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
HEROLD ADVISORS, INC.
ONEDIGITAL
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMPASS ADVISORS
LONG ISLAND WEALTH MANAGEMENT, INC.
ACCRUED EQUITIES INC.
FOUR CORNERS FINANCIAL
COORDINATED PLANNING GROUP, INC.
CAPITOL SECURITIES MANAGEMENT, INC.
AARION MANAGEMENT LLC
AEGIS CAPITAL CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

SALVATORE FAVAROLO
KEITH MICHAEL LANTON
ALEX PLATONOV
JOHN DOUGLAS ALBERT
ALAN MICHAEL EPPERS
Nicholas Brill Brown
MANUEL ARIAS
WENDY DIANE SHEFTEL
EUGENE DAVID LANTON
JAN GUNTHER
Peter Michael Katz
GARY LEE VOGT
MARC DANIEL AIKEN
WILLIAM PAUL FINKELSTEIN
JOSEPH BENJAMIN RUBY
Wayne Christopher Klatt
Michael John Bottoni
JUSTIN JAMES ADAMS
DANIEL ZLOTNICK
ROBERT JOSEPH POLK
JOHN HANNAH
PAUL CLINTON MILLER
JUSTIN HEWLETT SKIDMORE
Sean Connor Turner
JOSEPH EDWARD VICARI
PHILIP BLAIR VON ARX
WENDY L GORMAN
LAWRENCE DOMINICK SANGIRARDI
JOSEPH JOHN MARINACCIO
IRA MILLER
THOMAS JAMES MORRA
RICHARD LAWRENCE MAZUR
Michael Kasten Beall
JOHN PHILIP CREERON
PAUL ROBERT TRAUSE
EMMETT PATRICK CHRISTIE
WILLIAM JAMES CHRISTIE
Brendan L Hyde
LAUREN MICHELLE KING
MICHAEL ANTHONY CUNEO
Jeffrey Ryan Burke
JEFFREY JOSEPH MYERS
STEVEN T. VARVARO
FRANK M. DELAPE
CHRISTOPHER JOHN FUCCI
MARTHA ADELE BAUMBACH
NICOLE A MCARDELLE
Gabrielle Rose Cardillo
BRIAN ANDREW COHEN
JOHN PATRICK OLEARY
TIMOTHY JAY SCHERWA
JAMES BRIAN MORAN
SCOTT ANDREW GERHAM
MICHAEL JOHN O'KEEFFE
Alex Metzler Metzler
Jason DiDio
ANDREW A DROST
RICK JOHN SANDE
HENRY MANUEL NUNEZ
Dylan Aaron Dubinsky
Gurjot Singh Waraich
Karsten Stephen Appel
MARK DOUGLAS PANFIL
DAVID STEWART SILBERG
Zubin Hodiwalla
MICHELLE PERRES
HECTOR CRESPO
BARRY ALAN GOLDSTEIN
Jeffery Harold Hattaway
DANNY SHIVA SOOKRAM
Christopher J Hilla
GREGORY JOHN DUPEE
MICHAEL FRANCIS JENNETTA
MATTHEW WINTHROP
JEFFREY MICHAEL THURE
RICHARD FRANK PARNIGONI
MARK HUTCHINS EGENER
MICHAEL NICHOLAS TAGLICH
JOSEPH YONG YI
Ranjeet Guptara
NICHOLAS E TRIFIRO
MATTHEW BRADLEY MITCHELL
Reilly Austin Carlton
WILLIAM JEFFREY CARLTON
Jeffrey Nishijima
STANLEY LOZINSKI
EVAN RICHARD KRALSTEIN

Within 25 miles of Melville, NY, Best Investors lists 951 registered investment advisory firms with 2,201 offices nearby, managing about $19.7T in combined regulatory AUM across 2,941,559 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 Melville

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