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Best financial advisors in Old Bethpage, NY

Registered advisers within 25 miles of Old Bethpage, NY.

Offices
1,991
Firms
846
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,249,452 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
CLEAR POINT ADVISORS, INC.
APS WEALTH MANAGEMENT, LLC
LI WEALTH MANAGEMENT INC
VOYA FINANCIAL ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
THE PINNACLE FINANCIAL GROUP
PARK AVENUE SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
&PARTNERS
BROOKSTONE WEALTH ADVISORS, LLC
FINANCIAL BOSS

Investors

BRETT LAWRENCE GOLDSTEIN
Nicholas Quinn
CHRISTOPHER FRANK CARERI
Matthew Newfield
Guy Arie Bodner
VITO BADALAMENTI
ERIC SCOTT ANDERSON
JUAN P GARCIA
Boaz Gerthe Pierre
Nicholas Spinella
EDWARD JAMES KELLY
BERNADETTE BAUMGARTEN
Justin Charles Kimmel
Thomas Joseph Geneva
JOSEPH JOHN GENEVA
Michael David Mines
ROBERT LAWRENCE LEVINE
STEVEN CHARLES BRILL
BARRY EVAN DAMPF
AMANPREET SINGH KOHLI
MARK HOWARD PHILLIPS
STEVEN JOHN MUSMANNO
STEPHEN ABRAMSON
Jordan Thomas Schrage
CHRISTOPHER FRANK DEO
SHERRY CLAIRE CESARE
Victoria Lynne Zachary
JAMES V. SCHEIDEL
MICHAEL RYAN
STEPHEN FRANK GRANDE
BRANNIGAN JAMES JUDGE
MICHAEL JOSEPH DEAMICIS
Daniel Roger Wendt
JOHN PAUL HARMATUK
Benjamin Balkaran
Charlie Thomas Tarazona
DOUGLAS MARTIN PETERS
ANTHONY FRANCES AMALFITANO
THAKOOR BEN BALKARAN
R ADRIAN DUNUWILA
ANTHONY THOMAS IZZO
GEORGE L KLUEG
Lee Hochheiser
ROSS COHEN
JAY E HOCHHEISER
MARIO ALBERT MOLINO
MICHAEL CHARLES ANIELLO
ALEX JAVIER CANAS
LAWRENCE B KELLER
FRANK PETER HERAGHTY
CHRISTOPHER THOMAS CONNELL
UJALA TAJAMMAL
Gianluca Vincent Palermo
Nicholas Frangas
JUDITH CAROL HANSEN
SHEENA CLARE MARR
THOMAS MATTHEW HOULIHAN
VINCENT SALVATORE PARZIALE
CHARLES PETER DONNELLY
MARC RUSSELL STENZLER
CHRISTINA PANOUIS
JOHN JAMES MULLIGAN
TINA M NYSTEDT
JOHN MARTIN SEPE
JAY PAUL SZERENCSY
MAUREEN ALICE MACK
RICHARD J RUBIN
Gerald Kirschner
TODD JAY GELLER
DARLENE A LUKASZEWICZ
KYLE W LUKASZEWICZ
RICHARD FRANCIS MILELLA
JUSTIN ALEXANDER BELKIN
GEOFFREY KING NANCE

Within 25 miles of Old Bethpage, NY, Best Investors lists 846 registered investment advisory firms with 1,991 offices nearby, managing about $19.6T in combined regulatory AUM across 3,249,452 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 Old Bethpage

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM