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Best financial advisors in Rocky Point, NY

Registered advisers within 25 miles of Rocky Point, NY.

Offices
542
Firms
175
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,362 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
O'HARA WEALTH MANAGEMENT INC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

Matthew J. Clarke
Edward Wess
ROBERT WILLIAM FORRESTER
DONALD ANDREW DONNELLY
Raymond DiSunno
DAVID ALONZO DISUNNO
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
NATHANIEL Robert MCCABE
VINCENT PETER SERRO
CHRISTOPHER ARMAND SANTINI
KATE TASTROM
ANDREW HAWSON
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
JOHN F DENNEHY
ANTHONY CHIARELLI
Laura B. Hoffman
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
STEFFAN HAGENDORF
Patrick Michael McDonald
JOSEPH MICHAEL OHARA
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
Fabio Patrick Purita
JAKE WAYNE
JOHN ISMET HIZ
JACQUELINE SCHMIDT
LAWRENCE EDWARD MIELE
Jeffrey Quinn
GARY R. CARRUTHERS
MICHAEL JOHN GREENE
STEVEN DYLAN PAOLETTI
JACQUELINE MARIE THIELE
SCOTT FRANCIS PISANO
PETER JAMES LAMBERTI
THOMAS AQUINAS TAORMINA
JEFFREY DONALD THIELE
MICHAEL JOSEPH LEDVA
GARY P WAYNE

Within 25 miles of Rocky Point, NY, Best Investors lists 175 registered investment advisory firms with 542 offices nearby, managing about $12.9T in combined regulatory AUM across 2,761,362 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 Rocky Point

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 UBS ASSET MANAGEMENT (AMERICAS) LLC 17 clients · 34 advisers $588B AUM