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Best financial advisors in S Setauket, NY

Registered advisers within 25 miles of S Setauket, NY.

Offices
903
Firms
351
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,797,432 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PENSION FUND EVALUATIONS, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
CHARLES SCHWAB & CO., INC.
B. RILEY WEALTH ADVISORS, INC.
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Juleigha Schmidt
Christopher J Keel
James P. Siciliano
FAITH HOPE OLSEN
Laura R Rudolph
George M. Visintin
Robert Worlow
DONALD EDWARD LIPPENCOTT
Laurence Paul
Brendan Peter Husch
ALBERT DANDREA
JOSEPH M. IANNUZZI
MICHAEL GALARDI
VINCENT ANTHONY SMITH
DANIEL BEGLEY
DIANNA SANCHEZ
NICHOLE DALENA
NICHOLAS J. NOVELLINO
DENNIS GUR
BRANDON JOSEPH KUSTEK
ALEX MILLWATER
ADAM CAFARELLA
REGINA SARAH SAIO
ANTHONY SOLOMITA
GREGORY JAMES CORCORAN
ARIEL BAEZ
DAIANA PLOSCARU
CHRISTOPHER J BARNES
SAMANTHA CALA
LAUREN CONWAY
WILLIAM P. HERMANEK
JOSEPH LEFEBVRE
ALEXANDER THOMAS HART
BESSY YOLIBETH GUEVARA
NICHOLAS G. AMENDOLARA
JOSEPH DEPIETRO
MARISOL SANCHEZ-TABOADA
Brandon L DeRamo
Nicholas Gregory Leone
Charles Solomon
PAIVI JOHANNA CARTWRIGHT
BRYAN JOHN WAGNER
JACOB M GRIER
Michael Joseph Mirando
JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
MATTHEW GOLDSTEIN
DOMINICK ANTHONY CIOCIA
PAUL CHRISTIAN LORENTZEN
JAKE DANIEL PUSATERI
Joseph Salehi
Dixon E Sanchez
DAVID JONATHAN WILCOX
Nicholas A Cuiffo
Paul John DeSantis
Joseph Michael Bonifazio
CHARLES EDMOND MARCHESE

Within 25 miles of S Setauket, NY, Best Investors lists 351 registered investment advisory firms with 903 offices nearby, managing about $15.2T in combined regulatory AUM across 2,797,432 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 Setauket

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM