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Best financial advisors in Port Washington, NY

Registered advisers within 25 miles of Port Washington, NY.

Offices
6,172
Firms
3,721
Combined AUM
$61.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,010 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GREAT HILL ADVISORY
J.P. MORGAN SECURITIES LLC
GOLD COAST ADVISORS, LLC
BREAKWALL INVESTMENT ADVISOR LLC
OSAIC WEALTH, INC.
BLANK EQUITY MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
MARKER FINANCIAL ADVISORS LLC
BEB CREDIT MANAGEMENT, LLC
ARTEMIS WEALTH ADVISORS, LLC
R SQUARED IV
ARAMAS CAPITAL HOLDINGS LLC
QUAN VEST CONSULTANTS INC
GAUN WEALTH MANAGEMENT LTD.
CHRISTOPHER A. GAUN, CFE, CPA
ABBONDANDOLO WEALTH MANAGEMENT CORP

Investors

DARYL JOHN ZIMBARDI
COREY HENRY PETERSON
Shamiza Ally Bansie
Michael T. Gregorio
JAMES PATRICK STECK
Sami Aslam
VASILIOS ZARBOUTIS
Jack Breiman
Christine Amanda Persaud
JOHN S HUNT
MICHAEL CHARLES AJELLO
DOUGLAS STEVEN JOHNSTON
MATTHEW JASON BLANK
TODD MICHAEL GREENBERG
CALUM LEONARD
PETER MATTHEW RUP
JOHN DAVID DUEBENDORFER
BRADFORD MARLON PINE
Brian Reddington
Frank Pellegrino
Edmund Moloney
LUKAS C GAUN
CHRISTOPHER ANTON GAUN
VITO ABBONDANDOLO
CAROL ANN MAMMONE DESIMONE
BRIAN ABBONDANDOLO

Within 25 miles of Port Washington, NY, Best Investors lists 3,721 registered investment advisory firms with 6,172 offices nearby, managing about $61.3T in combined regulatory AUM across 4,721,010 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 Port Washington

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