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Best financial advisors in Middle Island, NY

Registered advisers within 25 miles of Middle Island, NY.

Offices
477
Firms
136
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,672,025 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ANDREW HAWSON
Matthew J. Clarke
Edward Wess
Raymond DiSunno
DAVID ALONZO DISUNNO
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
NATHANIEL Robert MCCABE
ROBERT WILLIAM FORRESTER
VINCENT PETER SERRO
DONALD ANDREW DONNELLY
CHRISTOPHER ARMAND SANTINI
KATE TASTROM
MARISOL SANCHEZ-TABOADA
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
Ryan V Forrester
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
ANTHONY CHIARELLI
Laura B. Hoffman
STEFFAN HAGENDORF
Patrick Michael McDonald
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
Laurence Paul
JOHN F DENNEHY

Within 25 miles of Middle Island, NY, Best Investors lists 136 registered investment advisory firms with 477 offices nearby, managing about $12.5T in combined regulatory AUM across 2,672,025 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 Middle Island

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 UBS ASSET MANAGEMENT (AMERICAS) LLC 17 clients · 34 advisers $588B AUM