Best financial advisors in Roosevelt, NY

Registered advisers within 25 miles of Roosevelt, NY.

Offices

5,361

Firms

3,370

Combined AUM

$58.9T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,718,340 clients when Item 5C has a number

Avg / client

$12.5M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

1235 GRAND AVE
BALDWIN, NY 11510

CETERA INVESTMENT ADVISERS LLC

1840 Merrick Ave
Merrick, NY 11566

PFS INVESTMENTS INC.

82 PINE ST STE 205 A
FREEPORT, NY 11520

PFS INVESTMENTS INC.

82 PINE STREET SUITE 205 A-1
FREEPORT, NY 11520

STATE FARM INVESTMENT MANAGEMENT CORP.

49 W. MERRICK ROAD
FREEPORT, NY 11520

AMERIPRISE FINANCIAL SERVICES, LLC

49 W MERRICK RD STE 104
FREEPORT, NY 11520-3751

OSAIC WEALTH, INC.

960 Bellmore Ave
Bellmore, NY 11710

CETERA INVESTMENT ADVISERS LLC

2089 GRAND AVENUE
BALDWIN, NY 11510

LPL FINANCIAL LLC

2116 MERRICK AVE, STE 3007
MERRICK, NY 11566

CITIGROUP GLOBAL MARKETS INC.

CITI RETAIL BANKING 670 MERRICK AVENUE
EAST MEADOW, NY 11554

J.P. MORGAN SECURITIES LLC

501 BELLMORE AVE.
EAST MEADOW, NY 11554

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

189 W MERRICK RD
FREEPORT, NY 11520

EVERBRIDGE ADVISORS

465 YORK COURT
ROCKVILLE CENTRE, NY 11570

J.P. MORGAN SECURITIES LLC

2122 MERRICK AVENUE
MERRICK, NY 11566

CETERA INVESTMENT ADVISERS LLC

31 MERRICK AVE SUITE 150
MERRICK, NY 11566

KALMIA ADVISORS INC.

46 DOGWOOD LANE
ROCKVILLE CENTRE, NY 11570-1501

STATE FARM INVESTMENT MANAGEMENT CORP.

2417 Grand Ave
Baldwin, NY 11510

AIMCDONNAUGH & CO. INC.

2425 GRAND AVE
BALDWIN, NY 11510

LPL FINANCIAL LLC

2005 MERRICK RD
MERRICK, NY 11566

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2020 MERRICK RD
MERRICK, NY 11566

Firms

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EVERBRIDGE ADVISORS

KALMIA ADVISORS INC.

AIMCDONNAUGH & CO. INC.

Investors

Brandon J. Hodges

Anthony Lucarelli

ERIC GREGORY MOORE

ALLISON CLANCY HUDSON

Michael Anthony Scordo

MICHAEL A BLAKE

Mary Tonie Rose Canieso

PETER DICKENSON

MICHELLE CADET PERONNEAU

JENNY ALEXANDRA ESCOBAR

KENRICK LEROY DOOKRAM

THOMAS ALFRED BOATSWAIN

TERENCE GEORGE HICKEY

ERIC RICHARD NIRENBERG

ANDREW BARRETT HEYMAN

CLIFFORD JOSEPH MEDITZ

DANIEL GEORGE MARQUARDT

Sterlin Matthew Streeter

THOMAS PAUL TIBALDI

Christopher Trotta

Richard Lindholm

Oscar Alexi Escobar

Gabriel Rolando Siri

RYAN Joseph MCDERMOTT

PETER KATSIGIORGIS

CHARLES STEVEN KASSATLY

MARTIN ANTHONY CONNOR

Mathew George Callaghan

ANDRE IAN MCDONNAUGH

MOHAMED NDIAN KEITA

DWIGHT ONEAL FULTON

KARIM K HARRELL

JASON STEVEN FREILICH

Christopher Scott Mueller

Within 25 miles of Roosevelt, NY, Best Investors lists 3,370 registered investment advisory firms with 5,361 offices nearby, managing about $58.9T in combined regulatory AUM across 4,718,340 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 Roosevelt

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