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Best financial advisors in Rockville Center, NY

Registered advisers within 25 miles of Rockville Center, NY.

Offices
5,196
Firms
3,256
Combined AUM
$58.2T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,716,682 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MPC CAPITAL ADVISORS, LLC
PFS INVESTMENTS INC.
BAYRIDGE FINANCIAL GROUP, INC.
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
THE PINNACLE FINANCIAL GROUP
LPL FINANCIAL LLC
BRIO CAPITAL MANAGEMENT LLC
TR CAPITAL MANAGEMENT, LLC
KALMIA ADVISORS INC.
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Efrain Fernandez
JOSEPH ARANEO
BETTINA JOHNSON
STEVEN ARANEO
MARK EMILIO PERICOLOSI
GARDI GILLES
JOSEPH JAMES LISANTI
JONATHAN BENJAMIN ABRAMS
GREGORY EDWARD PUTTICK
Charles Andrew Silecchia
KEVIN WILLIAM CASSIDY
SHANE HAROLD SIEDERMAN
JASON J VAGLIO
MEGAN DONNELLY
SHIRAZ SYED ZAIDI
DOUGLAS OMAR RAMIREZ
Brian John Ramrup
Jacques Francois
Dana Hinderliter
Anthony A. Puppo
Jashanpreet Singh
Scott Porter
Louis P. Romano
Nelson D Villa
Geeta Rajan Kohli
Robert Wertheimer
USHA DYAL
Nicholas Mavro
GINA KEYLOUN
BLAKE HUNLEY SPENCER
THOMAS MUSTO
JOSEPH DONALD ESPOSITO
LEONARD FRANCIS MARZIGLIANO
CHRISTOPHER CORNETT
RICHARD CHARLES LAHN
FALGUN JARIWALA
TIMOTHY MAHONEY ARCHARD
RENEE DANIELLE WILLETT
GEORGE P FOLIAS
CRAIG MATTHEW HASSEL
NICHOLAS IOCCO
PAUL IRWIN KLEINBERG
BONNIE LAURINO
JOHN MICHAEL RASCHELLA
JOSEPH TYLER ESPOSITO
GREGG S SCHRIRO
PAUL JOSEPH CELENTANO JR.
SABRINA MARIE FREGARA
VERNON BLUGH

Within 25 miles of Rockville Center, NY, Best Investors lists 3,256 registered investment advisory firms with 5,196 offices nearby, managing about $58.2T in combined regulatory AUM across 4,716,682 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 Rockville Center

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