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Best financial advisors in S U N Y, NY

Registered advisers within 25 miles of S U N Y, NY.

Offices
279
Firms
111
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,129,903 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
GWN SECURITIES INC.
EAGLE STRATEGIES LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
CERITY PARTNERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
RBC CAPITAL MARKETS, LLC
BLUE BOX DOCS, LLC
MPWM ADVISORY SOLUTIONS LLC
ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STRATEGIC ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JAMES ROBERT BOYER
PETER VINCENT LAURENZO
GAVIN THOMAS HEFFERNAN
ELIZABETH ROSE BAUER
GARY SANCILIO
NICHOLAS STEVEN PREDDICE
JOSEPH THOMAS GRAVINI
BRIAN ALLEN REX
NABILA KHAN
KATHLEEN MARIA COLLINS FUNK
ROBERT PAUL BARBERIS
CHRISTOPHER THOMAS LIBERTY
HOPE M. SALIN
ERIC WENDLING
DAVID C MORRISON
TARA DAWN HUTCHINS
COURTNEY ELIZABETH FAGAN
ZACHARY YAKEL
KIMBERLY MARIE OSBORNE-ALLEN
SIOBHAN C DESPART
CHRISTINA L SMITH
SAMUEL A MALTBIE
CHRISTOPHER JOSEPH CASSIDY
KARL EUGENE SEITZ
JAMES PATRICK LENNON
MARTIN CRAIG BERLOFF
CARLOS G MARTINEZ
JENNIFER LYNN GARVER
DAVID M WHITNEY
KRISTOPHER GEORGE GRIMMER
TIMOTHY CHARLES MACHERONE
DANIEL GEORGE PIAZZA
SUSAN M REESE
KYLIE MORGAN MILLER
JOSEPH DONALD MITCHELL
KIM CARLA SABA
KARIN JEANNE LOPEZ
JOSEPH NEWTON VET, JR.
DANIEL JOSEPH CURRAN
LYSA KRAMER MCMAHON
ROBERTA JEAN ROCAS
SHELLY LYNNE STONE
RYAN MICHAEL TAMASI
LISBETH MITCHELL
LAUREN SMITH MALLON
RYAN GEORGE ROSMARIN
MICHAEL THOMAS MANNIX
SEAN MICHAEL STOKNA
DUSTIN J DOLLOWAY
KEITH MARTIN LAMOUTTE
ROBERT TAFT HENNES
JEFFREY GEORGE HARRIS
Jacqueline Bodmer Huerter
SUZANNE MARIE BECZAK
CINDY CHAN
HARRY RONALD SHAMLIAN
DEREK G. OLSEN
FRANCIS MICHAEL ZOVISTOSKI
Eli Neal Cohen
BRITTANY ANN HEDDERMAN-GIORDANO
Tyler Gregory
TODD ARTHUR SLINGERLAND
ADAM MARK NEARY
PAUL TOBIAS STRACKE
DANIEL JOSEPH O'KEEFE
SHELBY LYNN MARTIN
GERRY LEE GAUER
Augustine Chukwuebuka Okoye
STACEY LYNN COLAO-GARDNER
MICHAEL PAUL DEOROCKI
NIKKI CAROLYN HASKINS
Charles Gabriel Mouaikel
Brittney Ann Fields-Morrison
THOMAS EDWARD BROCKLEY
KIMBERLY ANN BULLIS RAUH
JAMES FRANCIS WATKINSON
PETER LOUIS GREGORY
TIMOTHY BRUCE DISTEFANO
Grant August Touhey
JENNIFER PHILLIPPE LUDWIG
KATE CURCIO
DAVID MICHAEL ROGERS
KEVIN WILLIAM KELLY
JOSEPH L DIBELLA
STEPHEN J WOODARD
Paige Marie Douglas
Susan M Crannell
JOHN COLE BUFF
DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
RICHARD FARLEY DECKER
Thomas M Lydon
DANIEL PATRICK LYDON
LEVI ASHLEY
FRANCESCA MILLS
CASEY J. MCPARTLON
MAC A CASALE
SHAMUS P MCCULLOUGH
ANDREW THOMAS MINNICK
DYLAN J SPRAGUE
JAMES ANDREW LACOUR
MICHAEL D CARILLO
CHRISTOPHER DEMANIA
ANDREW P ALTIERI
OLIVIA JANE BROWNELL
BRYANNA LYDELL
ASHLEY LABELLE
KEAGAN O'CONNOR
VALERIE CASSICK
LAURA ELIZABETH KANE
LILIEN WOOLBERT
JAKE AUSTRO
AUSTIN WEAVER
SCOTT MATTHEW MOORE
ORLANDO DIBACCO
SASA MIRKOVIC
Mark Allen Keeling
DEREK RICHARD SHODEN
MARIA NATARELLI
George Armand Amedore
Alex Lee Davison
Rohail Sarwar
Philip Saverio Madonna
SARA G BLONDIN
Emma Rose VanGorder
JENNIFER D BAYLISS

Within 25 miles of S U N Y, NY, Best Investors lists 111 registered investment advisory firms with 279 offices nearby, managing about $13.1T in combined regulatory AUM across 3,129,903 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 U N Y

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