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Best financial advisors in Oyster Bay, NY

Registered advisers within 25 miles of Oyster Bay, NY.

Offices
4,170
Firms
2,412
Combined AUM
$42.4T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,734,668 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

IHS WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COVE PRIVATE WEALTH, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
BOSTWICK CAPITAL LLC
BRUDERMAN PRIVATE WEALTH
LEGACY EDGE ADVISORS
PLATFORM TECHNOLOGY PARTNERS

Investors

ANTHONY FRANK LOGRIPPO
Matthew Frank Ranieri
MAUREEN KENNEDY
BRIAN EDWARD NERNEY
JAMES MARTIN MARINO
Jiabao Cai
Alexander Joseph Gallego
ALEX IVAN GALLEGO
KEVIN THOMAS CURRY
PATRICK BERNARD LOUGH
PETER JOHN BURKLY
JOSEPH CARMELO CAPEZZA
Jeffrey John Whalen
Lori B Jackson
JASON LEE
JESSICA LEE FERARES
Joseph J. Cifarelli
ARNOLD ROGER KERBIS
ROGER JOSEPH SCHILLING
Mark Lawrence Tunkel
LESZEK JULIAN MICHNIEWICZ
CHRISTOPHER NOONAN
ROSALIND ANNA MOUZOURIS
James Kevin Pryor
Sotirios Vangelatos
JAMES MATTHEW BRUDERMAN
ROBERT WILLIAM BRUDERMAN
JASON SEAN KASS
CHARLES HENRY WHITMAN
KAREN RANDY FILLER
SCOTT JASON ISRAEL
KENNETH DAVID DENICOLO
Lutelles Lindley White
THERESA ANN BILELLO
TIMOTHY JOHN SOMMER
HUI YAO KELLY LIN
KEVIN MARSHALL BROOKS
Collin Roy Church Glover
ROBERT PAUL MARRONARO
ROBERT FRANCIS ROM
John James Litke
MATTHEW RYAN SEGAL
Joseph Drew Spina
Patrick Kirley Moran
Nathaniel Turner Simkins
JEFFREY FILONE
PATRICK MICHAEL VAN ROTEN
MATTHEW S SHAPIRO
Stephen James Nicholas

Within 25 miles of Oyster Bay, NY, Best Investors lists 2,412 registered investment advisory firms with 4,170 offices nearby, managing about $42.4T in combined regulatory AUM across 3,734,668 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 Oyster Bay

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM