Best Investors Account Sign in

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

B. RILEY WEALTH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PARTNERS CAPITAL SERVICES, INC.
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NOSURIS, INC.
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
R. SEEGER WEALTH MANAGEMENT, LTD
PARK AVENUE SECURITIES LLC
HONDIUS CAPITAL MANAGEMENT, LP

Investors

Zachary Eisner
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
YING LING EILEEN ZHANG
AILING MEI
LI PING WANG
KIT LING CHOW
YING HONG HUANG
GORDON W ZHANG
HSIAO CHI YANG
TONG CHEN
MICHAEL MONTELLI
Robert G. Dahroug
GUY RICHARD GORHAM
ANTHONY SANTO
RONALD GEORGE GARNEY
FRANK PALUMBO
ERIK JOHN DREWES
EDWARD MICHAEL CAHILL
JOHN CHARLES GARDINI
THOMAS CULLEN JUDGE
JASON SCOTT WEINTRAUB
STEVEN ANDREW SCHNEIDER
LAWRENCE JUST
RICHARD DANIEL HOUGHTON
HAR MING LEE
JIAN CHENG LI
John Zupka
HARRY CHARLES KATZ
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI
Shunly Wang
DIANA W YANG
Yangang Zha
Di Lu
Jiayu Huang
Katrina C. Luca
LINGHSIANG HUANG
Jiarui Li
Shengying Li
MARK JAMES DEROSA
Mathew George Callaghan
Julian Schubach
MARK DORFMAN
ALAN WEINGARTEN
ADAM NICKOLAS STORK
RICHARD T SEEGER
KLARA MURATOVA
CRAIG KEITH GOOS

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