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Best financial advisors in Oakdale, NY

Registered advisers within 25 miles of Oakdale, NY.

Offices
649
Firms
180
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,527 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
FEDERAL PREP
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
R.W. ROGE & COMPANY, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Robert R Galian
CHRISTOPHER F D'AMICO
Scot Anthony Krempa
ALEJANDRO CEBRIAN
GERALD MATTHEW DEIGNAN
Frank Joseph Gregorio
SUELEM MENEZES ARTZT
BRIAN WILLIAM BATTER
Christopher Liu
Lisa Chalker
Angel Vidal
KAREN GODFREY
BRIAN DOUGLAS MILLS
NICHOLAS CALEB DIOLOSA
PAUL EUGENE SOUTHARD
MARK A CAULO
CHRISTOPHER PICONE
MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO
JOSEPH CHIOSSONE
DONALD G BLUMBERG
STEVEN MICHAEL ROGE
CHRISTINE MARIE PARISI
PHILIP BRUCATO
DONALD JAMES MCCORMICK
GARY RICHARD NUCCIO
Dominic Stilletti
CHRISTOPHER MARTIN SACKMAN
MATTHEW A NUCCIO
BRIAN P MCCORMICK
MARIA JOYCE CAPPA
BRETT JOSEPH COMSTOCK
PHILIP EDWARD JOHANN
Kristine Bree Moraitis
THOMAS JOSEPH CLIFFORD
STEPHEN LEVINE
FRANK PHILIP VIRNO
VINCENT BATTERIA
DANIEL BURNS
WILLIAM THOMAS LAI
MICHAEL JOSEPH MOONEY
BRANDON JAY ABBE
JAMES KESSLER
PETER POPOVICH
DAVID ALAN BOLIVER
RUSTAM NURHAN
Richard Andrew Ehli

Within 25 miles of Oakdale, NY, Best Investors lists 180 registered investment advisory firms with 649 offices nearby, managing about $13.5T in combined regulatory AUM across 2,777,527 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 Oakdale

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