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Best financial advisors in Miller Place, NY

Registered advisers within 25 miles of Miller Place, NY.

Offices
690
Firms
260
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,794,577 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
O'HARA WEALTH MANAGEMENT INC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TIMECAPITAL INVESTOR ADVISORY SERVICES INC

Investors

NATHANIEL Robert MCCABE
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
VINCENT PETER SERRO
Edward Wess
Raymond DiSunno
DAVID ALONZO DISUNNO
ROBERT WILLIAM FORRESTER
Matthew J. Clarke
CHRISTOPHER ARMAND SANTINI
KATE TASTROM
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
JOHN F DENNEHY
ANTHONY CHIARELLI
Laura B. Hoffman
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
STEFFAN HAGENDORF
Patrick Michael McDonald
JOSEPH MICHAEL OHARA
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
Fabio Patrick Purita
DONALD ANDREW DONNELLY
JAKE WAYNE
JOHN ISMET HIZ
JACQUELINE SCHMIDT
LAWRENCE EDWARD MIELE
Jeffrey Quinn
GARY R. CARRUTHERS
MICHAEL JOHN GREENE
STEVEN DYLAN PAOLETTI
JACQUELINE MARIE THIELE
SCOTT FRANCIS PISANO
PETER JAMES LAMBERTI
THOMAS AQUINAS TAORMINA
JEFFREY DONALD THIELE
MICHAEL JOSEPH LEDVA
GARY P WAYNE
KEITH AARON BUTLER
Kerry Frances Rothemich
ALEX JOHN ROHMAN

Within 25 miles of Miller Place, NY, Best Investors lists 260 registered investment advisory firms with 690 offices nearby, managing about $14.9T in combined regulatory AUM across 2,794,577 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 Miller Place

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