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Best financial advisors in S Hampton, NY

Registered advisers within 25 miles of S Hampton, NY.

Offices
53
Firms
31
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,329,228 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

BIG ROCK ADVISORS LLC
CLEARVIEW FINANCIAL PLANNING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC
WILMINGTON CAPITAL SECURITIES, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BALCONY PARTNERS, LLC
B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
SPRUCE POINT CAPITAL MANAGEMENT, LLC
PECONIC ASSET PLANNING
OSAIC WEALTH, INC.
EAST END FINANCIAL GROUP, INC.

Investors

STEPHEN WARD TAYLOR
Sean Thomas Hopkins
DAVID CARLETON DICKERSON
RUDOLPH HERMAN BRUER
Christopher Nicholas Crandle
JOSEPH PAUL CAMPISI
BRIAN ROBERT REYNOLDS
MARC ALAN SILVERSTEIN
KEITH JEFFREY MAEDER
Cori L. Cass
DAVID EDWARD ASTORR
PANAYOTA PATRICIA DELUCA
CINDY E HUBBARD
Philip Scaglione
JAMES DUFFY
TIMOTHY JAMES BOURKE
DONNA ANN WESS
FRANK STEVEN MARINACE
LAURA ANNE FENNELL
LISA M SCIUTO
GISELE KIROLOS
PRESTON SCHOENFELD
Lauren Parente
MICHAEL RAYMOND SCHWENK
MICHAEL T MCCARRICK
JOSEPH M JAMISON
COLLIN E BEARDSLEE
Kasten Randolph Carter
STEPHANIE K BROWNE
Jorge Torres
JOANNE JACOBS-PERKINS
VAL TRACY FRANKLIN
LOUIS JAMES ARDITO
STEPHANIE ANNE ZAYICEK
PAIGE ELENA BENTZ
Christopher J Mauceri
SUSAN ELWELL PALMER
KENNETH FRANKMAN
LISA JILLIAN ZARRO
THOMAS KEVIN BOURKE
LEILA SIMOES PINTO
SCOTT I STEINBERG
THOMAS EDWARD MCCARRICK
JEFFREY MICHAEL BONILLA
Kerri Ann Biondo
Scott Andrew Neuberger
STEPHEN WARREN MURRAY
Robert CHARLES Ward
MICHAEL T LAGNESE
Thomas Anderson
Agne Rakauskas
Kristina A Clemenz
CARL PETER NEUBERGER
JEFFREY DAVID WORTHINGTON
NICOLE SUZANNE CASAMASSA
EUGENE CHRISTENSEN
THOMAS ANDREW LEONARD
LOGAN NATHAN SUGARMAN
CRAIG JAY GREENWALD
MARC LOWLICHT
Peter Bradford Cooper
Scott Pluschau
GILBERT ALAN CARDILLO
ERNEST VORPAHL
MARK ANDRE POITRAS
Kevin A Yanza
MARY BERNADETTE LAFEMINA
JACK FRANCIS KOSINSKI
JEFFREY RICHARD CONNOLLY

Within 25 miles of S Hampton, NY, Best Investors lists 31 registered investment advisory firms with 53 offices nearby, managing about $9.44T in combined regulatory AUM across 2,329,228 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 S Hampton

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM