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Best financial advisors in Montauk, NY

Registered advisers within 25 miles of Montauk, NY.

Offices
91
Firms
54
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,439,559 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
BALCONY PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
WILMINGTON CAPITAL SECURITIES, LLC
BIG ROCK ADVISORS LLC
SAYBROOK CAPITAL CORP
RAVELLO PARTNERS LLC
POWDER RIDGE CAPITAL LP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON POINTE ADVISORS, LLC
EDWARD JONES
VICUNA ADVISORS
LPL FINANCIAL LLC

Investors

ERNEST VORPAHL
MARK ANDRE POITRAS
MARC LOWLICHT
Peter Bradford Cooper
LOGAN NATHAN SUGARMAN
CRAIG JAY GREENWALD
JEFFREY MICHAEL BONILLA
DAVID EDWARD ASTORR
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
DOUGLAS PATRICK MISCOLL
PATRIC JOSEPH WALLACE
Theodore Franklin Dickson
ANDREW LANE STERN
Michael Cory Gomberg
THOMAS EDWARD ROBARGE
MICHAEL CHARLES MONDELLO
Cori L. Cass
CLARE ELIZABETH SHERIDAN
LINDA JEAN LEE

Within 25 miles of Montauk, NY, Best Investors lists 54 registered investment advisory firms with 91 offices nearby, managing about $10.7T in combined regulatory AUM across 2,439,559 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 Montauk

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM