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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

THE PINNACLE FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
INTEGRITY ALLIANCE, LLC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JST CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
WELLS FARGO CLEARING SERVICES, LLC
GLADOWSKY CAPITAL MANAGEMENT CORP

Investors

RYAN ANTHONY THIEL
Raymond Fernandez
Irene Morciglio
Sean Antoine
Selcuk Donmez
PHILIP GASPAR CAPORUSSO
SYLVESTER ANTHONY MALLARDI
DANIEL JOHN ROSSITER
ANTHONY JAMES CAMILLERI
TIMOTHY ROSSITER
Joseph Manuel Aguirre
CAROL DAHL
ANTHONY STEVEN GIPPETTI
Peter Steven Donahue
ISAAC BITTON
Sammy Williams
Samantha Dohman
Ronney Rozario
Stephen C Valenti
MARK S EGHRARI
Tyler Aaron Konigsberg
CHRISTOPHER JOSEPH PASSARELLI
PETER DAVID DUBIN
MICHAEL JOHN MURPHY
ANUBHAV MULLICK
THOMAS M KENNY
ROBERT FRANK NOTARFRANCESCO
WILLIAM A RULAND
JASON ROBERT GLADOWSKY
ANTHONY JOSEPH PETROZZELLA

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