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Best financial advisors in San Remo, NY

Registered advisers within 25 miles of San Remo, NY.

Offices
1,725
Firms
863
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,922,111 clients when Item 5C has a number
Avg / client
$6.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EQUITY SERVICES, INC.
MADISON GLOBAL ADVISORS LLC
UNITED FINANCIAL PLANNING GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
ONEDIGITAL
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
QUANTUM ADVISORY GROUP, LLC
THE PINNACLE FINANCIAL GROUP
CONRAD CAPITAL MANAGEMENT, INC.

Investors

Carolyn Lucy Smith-LoGiudice
ANTHONY JOHN BUGLINO
RICHARD S HYAMS
ALEXANDER VICTOR ZOURIDES
LANNY JOEL WEISMAN
CHRISTOPHER J VARGAS
DAVID JOHN JENSEN
DYLAN JOSEPH GUERRERA
PATRICK DE TOLLA
RONALD LEE HOUSLEY
BRIAN ANTHONY BUGLINO
JAMES NORMAN RILEY
MICHAEL KOGAN
GARY PETER LISKOW
DAVID LAWRENCE HULL
STEVEN HOWELL EISNER
SEBASTIAN VINCENT MARUCA
SYED RIZVI
BRIAN W BYRNE
RICHARD SCOTT LINDEN
CHRISTOPHER WARREN RECHT
COLE FLEMING
NICHOLAS A MARCHELOS
DAVID GALARZA
KARLYN BRITTANY GRASSO
EDWARD JOHN KOTAK
HOWARD ANTHONY MASCOE
MICHAEL JOSEPH CLARK
JACK S. FALZONE
DIANNE ELEANOR DITTMAR
ULRIC DON BRUCE
JANET FARAH LAURICELLA
JOHN FRANCIS COLEMAN
DAVID ANTHONY CRITELLI
ROBERT WALTER MCINTOSH
EDWIN JAMES MURPHY
KEVIN GIVENS
FRANK PETER GRASSO
MATTHEW JAMES MCCABE
BRIAN DAVID ROCKOWITZ
ALAN ROBERT SASSERATH
Michael Kaplan
Drew Shea Gordon
JOHN HENRY CIERSKI
Eric Alex Nelkin
ANTON JOSEPH GERDES
DAVID STANLEY KAPLAN
GERARD BARRASSO
Ryan Michael Derousseau
Jose Eduardo Vivero
ROBERT Peter COGLIATI
MICHAEL MARTIN BUSCH
MICHAEL J BREUNIG
JOHN ANGELO BALDI
Ryan Hickey
THOMAS SCHILLING
Danielle Hicks
Christopher Baldi
ELIZABETH ANN BURNEY
VICTOR SOLIS
MARK CONRAD DOWD
DANIEL ZLOTNICK
JUDITH KALB BECKMAN
MORGAN JON WEIL
Tracy Anne Prush
Ryan Matthew Engel
Rinaldo Dominik Crassa
JONATHAN IAN EHRLICH
Jeffrey Howard Hendel
DENNIS THOMAS BYRNE
CRAIG J VALENTINE
Erik Stevens
PETER GLENN HALLIWELL
MARY KATHERINE COLEMAN
LINDA ANNE SPRINGER
JASON TEJERO
KATHERINE WETHINGTON
ROBERT CHARLES WHITEHEAD
EVAN SCOTT BRANFMAN
MYRON DUANE FISHER
KALLE JAAN RUGA
JACK R. SCHIFF
ETHAN WAYNE HOOPER
Matthew Posch
Kenneth Michael Cracchiola
JEFFREY ALAN GELLER
ASHLEY LYNN LANG
MICHAEL KENNETH GLATMAN
JAMES MICHAEL FILONUK
JASON LEE BAILEY
MICHAEL JAMES BARTOLOTTA
KENNETH RUSSELL CERINI
John Charles Gleeson
SCOTT LAWRENCE BRAUN
STEVE KEITH SHEPHERD
MATTHEW DELWIN JOHNSON
CHARLES CALISTO JUSTINO
ERIC WILLIAM SZCZUROWSKI
CATHERINE MARTIN WEAR
ROBERT E FRANCIS
ANTHONY PAUL JOHNSON
Daniel Peterson
Josef Minnich
MICHAEL GREGORY ROSSETTI
Gregory Sean Petraco
Michael Lovero
Dylan Krieg
Ian Rubin
Leo DeBlasio
Camille Rose Kelton
Christian Casaburro
Lawrence E Sienkiewicz
TODD MITCHELL PETRACO
JONATHAN SCOTT KUTTIN
DANIEL LEWIS HOHENBERG
AARON DAVID SCHENKMAN
LARS LEO KOFOD
KEVIN N KITT
Chad Ian Akselrad
JERROLD GUY SILVERMAN
CLAIRE K FITZ
Gavin Moran
Brendan Whitehead
John Holmes Wellington
Nicholas James Loehle
Matthew Weiner
RICHARD KENNA
Joseph Giardino
Collin James Krieg
Caleb Milsow
HILLARD SCOTT SAVETH
CHAO YANG
DONALD EDWARD CONRAD

Within 25 miles of San Remo, NY, Best Investors lists 863 registered investment advisory firms with 1,725 offices nearby, managing about $19.9T in combined regulatory AUM across 2,922,111 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 San Remo

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM