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Best financial advisors in North Merrick, NY

Registered advisers within 25 miles of North Merrick, NY.

Offices
4,915
Firms
3,085
Combined AUM
$56.0T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,715,052 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
LPL ENTERPRISE, LLC

Investors

PETER KATSIGIORGIS
Michael Mott
CHARLES STEVEN KASSATLY
CLIFFORD JOSEPH MEDITZ
Christopher Scott Mueller
JASON STEVEN FREILICH
Jason A. Hoffman
THOMAS JOSEPH POLITO
ERIC GREGORY MOORE
ALLISON CLANCY HUDSON
Michael Anthony Scordo
THOMAS REAGAN
Eric E. Harley
MICHAEL A BLAKE
Marvin Garcia
ROCCO STEFANO MARTINELLI
Brandon Dariotis
PATRICIA THOMAS
Mike Lombardi
KENRICK LEROY DOOKRAM
THOMAS ALFRED BOATSWAIN
MARIA G MERINO
Mary Tonie Rose Canieso
PETER DICKENSON
MICHELLE CADET PERONNEAU
JENNY ALEXANDRA ESCOBAR
Oscar Alexi Escobar
Kathleen Ortiz
Gabriel Rolando Siri
TERENCE GEORGE HICKEY
ERIC RICHARD NIRENBERG
ANDREW BARRETT HEYMAN
Mark Stephen Klebanoff
Rafael Ceara Almodovar
Zachary Eisner
RONALD ALAN ZUCKER
DIEGO SARO FURNARI

Within 25 miles of North Merrick, NY, Best Investors lists 3,085 registered investment advisory firms with 4,915 offices nearby, managing about $56.0T in combined regulatory AUM across 4,715,052 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 North Merrick

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 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM