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Best financial advisors in Orient, NY

Registered advisers within 25 miles of Orient, NY.

Offices
181
Firms
81
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,453,287 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BANKERS LIFE ADVISORY SERVICES, INC.
MML INVESTORS SERVICES, LLC
COMPASS ROSE STRATEGIC PARTNERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TUMOLO WEALTH MANAGEMENT LLC

Investors

Jesse Lukas Perrault
THOMAS JAMES DITTMEIER
THEODORE JOHN SCHAAF
MARC LOWE
RODERICK IAIN DUXBURY
Richard A LaSaracina
Stanley Edward Kesilewski
Kevin Michael Agan
Jonas Alina Regondola
Miles Reid Joyner
Nicholas Robert Holmes
David Robert Cikatz
Devin S Rajza
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
JEFFREY ALAN SEGAL
BRIAN ROLFE
RICHARD J ZABLOCKI
Lee James Couture
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
JANET MARIE LARKIN
Brian John Cacace
JAMES FLOYD CARNEY
Matthew Carney
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
KEVIN STEVEN MORIN
Mark Wingfield
LORI MANSFIELD CHRISTENSEN
DANIEL ROBERT DUNN
CHARLES VICTOR ROUSSEAU

Within 25 miles of Orient, NY, Best Investors lists 81 registered investment advisory firms with 181 offices nearby, managing about $11.1T in combined regulatory AUM across 2,453,287 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 Orient

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM