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Best financial advisors in Rock Stream, NY

Registered advisers within 25 miles of Rock Stream, NY.

Offices
50
Firms
31
Combined AUM
$8.43T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,494,777 clients when Item 5C has a number
Avg / client
$3.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
BCK PARTNERS, INC.
LAKE ROAD ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BURNS MATTESON CAPITAL MANAGEMENT, LLC
ROOTED PLANNING GROUP
ALSWORTH CAPITAL MANAGEMENT, LLC

Investors

Erin Reeve Shawkey
JOSEPH METRO TOPICHAK
William B Henry
Benaiah James Henry
ROBERT THOMAS KOCZENT
DAVID RHYS EICHENHOFER
SCOTT F HURLBUT
MANDA ADELE LEWIS
Michael Steven Strong
LUCAS C HERRINGTON
COLTON EDWARD HERRINGTON
KYLE EDWARD HERRINGTON
RORDAN LEE HART
PAUL MATTHEW SYPHER
CHRISTOPHER WILLIAM SAUNDERS
AMANDA LEE HERRICK SMITH
DARREN LEE WILCOX
TODD A BROST
Jakob Parker Brost
Jase Hollenbeck Merrill
Susan Lynn Ford
Lynda Jean Lander
JUDITH ANN PALUMBO
KATHRYN WRIGHT GERWIG
JASON DANIEL NICKERSON
PETER JAMES WINNETT
Shawn Stephen Twigg
Sarah Emily Johanna Collier
Lisa Anne Caracci
Daniel Aaron Coakwell
Alexander T Chacho
Logan Joshua Dibble
Joseph Thomas Ashton
JOHN CARL NOLT
Paul Joseph Huonker
KRISTIN CARY HARRINGTON
MADISON ROSE EIGHMEY
Ryan Timothy Hughes
AMY LYNN Brouneus
LAURA LYNNE SUMNER
Jessica Sue Jackson
William Douglas Roe
KRIS T YELVERTON
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
SARAH JEAN CREATH
JAMES ALLEN KAFFENBARGER
PAUL VINCENT SYDLANSKY
Hayley Pamela Haslett
RYAN D BARDEN
MARK WILLIAM CORNFIELD
MARCO HICKEY
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS
AMY ELIZABETH IRVINE
KATRINA MARIE WELKER
Rebekah Elizabeth Eason
SHANE MICHAEL ALSWORTH
SABRINA ANN CHILSON

Within 25 miles of Rock Stream, NY, Best Investors lists 31 registered investment advisory firms with 50 offices nearby, managing about $8.43T in combined regulatory AUM across 2,494,777 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 Rock Stream

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM