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Best financial advisors in Point Lookout, NY

Registered advisers within 25 miles of Point Lookout, NY.

Offices
4,663
Firms
2,984
Combined AUM
$55.8T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,709,454 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
B. RILEY WEALTH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
AIMCDONNAUGH & CO. INC.

Investors

JOHN THOMAS CAMIOLO
Linsey D Mills
Zachary Eisner
Johnson Chikadibia Uwamanzu-Nna
Faith Saragossi
Rafael Ceara Almodovar
Anthony Lucarelli
Joseph DiFusco
Ryan C Kates
Jorge Eduardo Zapata Marulanda
Kaylee Lauren Abitz
Michael Anthony Agate
JAMES FUNG NG
TERRENCE PAUL LAMBERT
BRIAN KENNETH FEINBERG
ALAINA SPILKEVITZ
Jake Grabarnick
MICHAEL VINCENT CAMPO
Geeta Rajan Kohli
JAMES JOHN MEEHAN
Nicholas Andre Azcona
MICHAEL A BERNABEO
WILLIAM BARRETT PHILLIPS
Oscar Alexi Escobar
Kathleen Ortiz
Gabriel Rolando Siri
Patrick I Chambers
KENRICK LEROY DOOKRAM
THOMAS ALFRED BOATSWAIN
MARIA G MERINO
Mary Tonie Rose Canieso
PETER DICKENSON
MICHELLE CADET PERONNEAU
JENNY ALEXANDRA ESCOBAR
ANDRE IAN MCDONNAUGH
MOHAMED NDIAN KEITA
DWIGHT ONEAL FULTON
KARIM K HARRELL

Within 25 miles of Point Lookout, NY, Best Investors lists 2,984 registered investment advisory firms with 4,663 offices nearby, managing about $55.8T in combined regulatory AUM across 4,709,454 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 Point Lookout

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 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM