Best Investors Account Sign in

Best financial advisors in Sag Harbor, NY

Registered advisers within 25 miles of Sag Harbor, NY.

Offices
112
Firms
57
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,442,638 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAVELLO PARTNERS LLC
SAYBROOK CAPITAL CORP
J.P. MORGAN SECURITIES LLC
BIG ROCK ADVISORS LLC
BEACON POINTE ADVISORS, LLC
EDWARD JONES
POWDER RIDGE CAPITAL LP
WILMINGTON CAPITAL SECURITIES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
BALCONY PARTNERS, LLC
CLEARVIEW FINANCIAL PLANNING, INC.
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

PATRIC JOSEPH WALLACE
DOUGLAS PATRICK MISCOLL
Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
Theodore Franklin Dickson
ANDREW LANE STERN
Michael Cory Gomberg
Cori L. Cass
DAVID EDWARD ASTORR
JEFFREY MICHAEL BONILLA
ERNEST VORPAHL
MARK ANDRE POITRAS
RUDOLPH HERMAN BRUER
MARC LOWLICHT
Peter Bradford Cooper
LOGAN NATHAN SUGARMAN
CRAIG JAY GREENWALD
DAVID CARLETON DICKERSON
Joseph Michael Faller
Christopher Nicholas Crandle

Within 25 miles of Sag Harbor, NY, Best Investors lists 57 registered investment advisory firms with 112 offices nearby, managing about $11.8T in combined regulatory AUM across 2,442,638 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 Sag Harbor

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