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Best financial advisors in Rockville Centre, NY

Registered advisers within 25 miles of Rockville Centre, NY.

Offices
5,212
Firms
3,258
Combined AUM
$58.2T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,716,716 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
TD PRIVATE CLIENT WEALTH LLC
CITIGROUP GLOBAL MARKETS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
SYNDICATED CAPITAL, INC.
OLD BRIDGE WEALTH, INC

Investors

YING TANG
Lei Zhu
Jack Yuan
WING CHUNG YIP
ZACHARY FU
QIAN LI
ANDREA GAETANO AVITABILE
Theodore Katelas
ABEL MARK JOSEPH
TONY SHEK YIN WONG
THOMAS MARCO AVITABILE
Xiaolan Kruk
Helena Jiaxuan Lee
MINHUA CHEN
MINDE LU
RAYMOND MING LEE
YANG LIU
CHI MAK
CAROLINA NG
WAYNE TANG
CHARLIE YEUNG
RUI SU
JASON YIHUI LIN
ZHUOJIE LIU
Ran Hu
Adam Shilkoski
Nadia A Chang
Vijay Govind Sosiah
CHRISTOPHER MEZZASALMA
DAVID Y SKUROWITZ
Shunly Wang
NEIL FERRENTINO
GRIFFIN PATRICK WAGNER
Anthony Joseph Zizzamia
Wayne Frederick Wildrick
Johnny Man
QIANSHEN ZHOU
Zhenyu Liu
DIANA W YANG
Yangang Zha
Di Lu
Jiayu Huang
Katrina C. Luca
LINGHSIANG HUANG
Jiarui Li
Shengying Li
LISA PENG MIAO YI WONG
Julia Rong Cheng
JEFFREY DOUGLAS LANG
STANLEY YEE
SALMA BEGUM
Vincent Lin
Benvenuto Anthony DeRosa
Juan B De La Cruz
Ian Ratner
QIAOLING CHEN
MICHAEL HENRY MONGIELLO
GIOVANNI TREGLIA
JASON FRANK NARDIS

Within 25 miles of Rockville Centre, NY, Best Investors lists 3,258 registered investment advisory firms with 5,212 offices nearby, managing about $58.2T in combined regulatory AUM across 4,716,716 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 Centre

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