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Best financial advisors in Mill Neck, NY

Registered advisers within 25 miles of Mill Neck, NY.

Offices
5,461
Firms
3,378
Combined AUM
$53.7T
Firm-wide filings, not assets booked only here
Clients
4.69M
4,693,743 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
IHS WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOSTWICK CAPITAL LLC
BRUDERMAN PRIVATE WEALTH
PLATFORM TECHNOLOGY PARTNERS
URSULA MANAGEMENT, LLC
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
WELLINGTON SHIELDS & CO., LLC
BUCKRAM SECURITIES LTD
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Alexander Joseph Gallego
ALEX IVAN GALLEGO
ANTHONY FRANK LOGRIPPO
Matthew Frank Ranieri
MAUREEN KENNEDY
BRIAN EDWARD NERNEY
JAMES MARTIN MARINO
Jiabao Cai
ROSALIND ANNA MOUZOURIS
James Kevin Pryor
Sotirios Vangelatos
JAMES MATTHEW BRUDERMAN
ROBERT WILLIAM BRUDERMAN
John James Litke
MATTHEW RYAN SEGAL
Joseph Drew Spina
Patrick Kirley Moran
Nathaniel Turner Simkins
JEFFREY FILONE
PATRICK MICHAEL VAN ROTEN
MATTHEW S SHAPIRO
Stephen James Nicholas
JOHN PETER KELLY
JAMES EDWARD FAHEY
PETER PHILIP DEBUONA
ROBERT L SCHAEFER
ERIC MATTHEW FILIPPONE
KEVIN THOMAS CURRY
PATRICK BERNARD LOUGH
JASON LEE
JESSICA LEE FERARES
Joseph J. Cifarelli
ARNOLD ROGER KERBIS
Steven Andrew Zografos
Lucas Zelehowsky
William M Meyer
DAVID H POSMANTIER

Within 25 miles of Mill Neck, NY, Best Investors lists 3,378 registered investment advisory firms with 5,461 offices nearby, managing about $53.7T in combined regulatory AUM across 4,693,743 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 Mill Neck

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM