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Best financial advisors in Peconic, NY

Registered advisers within 25 miles of Peconic, NY.

Offices
177
Firms
84
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,453,923 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
BALCONY PARTNERS, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
SOUND INCOME STRATEGIES, LLC
J CAP SHORT MANAGEMENT LP
HIGHTOWER ADVISORS, LLC
LPL ENTERPRISE, LLC
WARNER WEALTH
CITIZENS SECURITIES, INC.

Investors

ERNEST VORPAHL
MARK ANDRE POITRAS
MARC LOWLICHT
Peter Bradford Cooper
LOGAN NATHAN SUGARMAN
CRAIG JAY GREENWALD
JENILEE FRANCES WIRTZ
Peter G Volmert
Ann Pellegrini
TRACY ANNE MACKINSTRY
JOEL EZIEKEL BLUM
Elisa Marie Murray
VINCENT DOMINICK CRUDO
KATHRYN A GENOVESE
Chad Herbert Berry
Stephen Shaw
Adam Michael Bouley
JAMES MURRAY ELLIOTT
DONNA LORRAINE JUDGE
SCOTT ANDREW TREVETHAN
WILLIAM MATTHEW LAWLOR
MARY ANNE HARTNEY
PATRICK G WITHERIL
Joshua Penfield
ABBAS DANESH
DAVID JOSEPH SCRANTON
Maurice Jack Nelligan
JASON DENNIS CARRIER
Peter Sheen
CHRISTOPHER PETER MCFADDEN
ERIC C HANSON
PHILIP Timothy WIELOCH
Mark Leslie Mohan
CHARLES MCCANN
Michael James Schmid
DEBRA FLINT
STEPHEN JOSEPH ADELETTI
Stacey D Lee
CHRISTOPHER CUTLER COBURN
VINCENT NICHOLAS MARTINO
BARTLEY CHRISTOPHER DAMON
JANICE MARIE REED
SUSAN MARIE DOWLING
R Christopher Damon
Sarah Jayne Layton
JOHN ANDREW KINNEY
BETTE LYNN PAEZ
DANIEL JOHN GERMAN
JAMES ALAN WARNER
Robyn M Wolcott
Brian Patrick Boyd
NAHID NOORY
LEE MICHAEL SHEIMAN

Within 25 miles of Peconic, NY, Best Investors lists 84 registered investment advisory firms with 177 offices nearby, managing about $11.5T in combined regulatory AUM across 2,453,923 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 Peconic

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM