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Best financial advisors in Mohegan Lake, NY

Registered advisers within 25 miles of Mohegan Lake, NY.

Offices
1,295
Firms
702
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,154,868 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
JOSEPH P. LUCIA & ASSOCIATES, LLC
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
PRENTICE INVESTMENT MANAGEMENT, LLC

Investors

NOAH Mahlon EBERHART
Dawn Faigle
Paul Koerner
Benito Moneta
Marie Agnes Green
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez
DANIEL VINCENT GIAIMO
PATRICK LENNON
John Dacey
Robert Weinberg
James M. Sbarra
BRANDON C MARGOLIS
MARK FIDELIO
PATRICK JOSEPH DEVANEY
Jonathan Leigh Glaser
Liang Wang
Nicolette Thibault
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
ZACHARY NJOGA
GREGORY PAUL CARAGINE

Within 25 miles of Mohegan Lake, NY, Best Investors lists 702 registered investment advisory firms with 1,295 offices nearby, managing about $19.3T in combined regulatory AUM across 3,154,868 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 Mohegan Lake

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM