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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

J.P. MORGAN SECURITIES LLC
QUAN VEST CONSULTANTS INC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTHUNITE ADVISORS, LLC
HALO INVESTMENT SERVICES, LLC
MSM FINANCIAL STRATEGIES
KPOINT CAPITAL LLC
SAKA VENTURES, LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STONE HILL FIDUCIARY MANAGEMENT, LLC
PALUMBO WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KOVACK ADVISORS, INC.

Investors

JEANANN M LELLA
Jason Notter
Miguel Rodriguez
James Edward Griffin
Nicholas G Biscardi
BRIAN GARY JACOBS
JEFFREY BISCARDI
Jake Grabarnick
MICHAEL VINCENT CAMPO
Geeta Rajan Kohli
JAMES JOHN MEEHAN
Kaylee Lauren Abitz
PETER RICHARD HALL
ERIC DIANDREA
CHRISTOPHER JOHN SULLIVAN
Benjamin Theodore Hammond
ALEXANDER RABINOVICH
CHRISTOPHER ROBERT VIRGILIO
GREGORY THOMAS DONOHOE
MEGHAN CATHLEEN HAYES
COLLEEN M STOCKENBERG
KEVIN DOYLE
Emmanuel Jacob Nager
CHLOE ANNE LEITZKE
Scott Thomas Watson
JOSEPH LEE MOSES
JEREMY ALEX POPPER
CHRISTOPHER CHURCHMAN WARREN
DENNIS MONOHAN
LAURIN ELIZABETH STARCK
COLIN MICHAEL EDWARD BIEBEL
JOHN ANTHONY MCGUIRE
David Eilenberg
BARRY COHEN
CHRISTIAN TATEO
CAROL ROBIN HOROWITZ
SCOTT LEWIS BERNSTEIN
PETER J KNAPP
Brandon Felix Ulloa
MARK ALAN GAJOWSKI
NAGENDRA K SINGH
GUY THOMAS DELLECAVE
David Richard Accomando
PHILIP G PALUMBO
DOUGLAS ROBERT AUGENTHALER
KILLANA P WILLIAMS
Stephen Jarret Engel
PETER DIZDAR
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
Heather Anne McClintock
THOMAS GATELY BLAIR

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