Best financial advisors in Sea Cliff, NY

Registered advisers within 25 miles of Sea Cliff, NY.

Offices

6,144

Firms

3,720

Combined AUM

$59.9T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,720,883 clients when Item 5C has a number

Avg / client

$12.7M

Combined AUM ÷ clients

Nearby offices

HSBC SECURITIES (USA) INC.

1572 UNION TPKE
NEW HYDE PARK, NY 11040

CITIGROUP GLOBAL MARKETS INC.

CWM Retail, Sales 1524 UNION TPKE
New Hyde Park, NY 11040

J.P. MORGAN SECURITIES LLC

201 POST AVENUE
WESTBURY, NY 11590

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

479 N BROADWAY
JERICHO, NY 11753

LEVEL FOUR ADVISORY SERVICES

98 CUTTER MILL ROAD SUITE 273 SOUTH
GREAT NECK, NY 11021

PFS INVESTMENTS INC.

26A ABERDEEN RD
NEW HYDE PARK, NY 11040

LPL FINANCIAL LLC

1280 UNION TURNPIKE
NEW HYDE PARK, NY 11040

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1600 HILLSIDE AVE
NEW HYDE PARK, NY 11040

ALPHA CONCEPTS LLC

390 NORTH BROADWAY SUITE 130
JERICHO, NY 11753

AMERIPRISE FINANCIAL SERVICES, LLC

390 N Broadway Ste 240
Jericho, NY 11753-2110

J.P. MORGAN SECURITIES LLC

25234 NORTHERN BLVD.
LITTLE NECK, NY 11363

STRONGHOLD CAPITAL PARTNERS LLC

125 Michael Drive Suite 105 Office 39
Syosset, NY 11791

J.P. MORGAN SECURITIES LLC

2360 JERICHO TPKE
GARDEN CITY PARK, NY 11040

J.P. MORGAN SECURITIES LLC

27258 GRAND CENTRAL PKWY
FLORAL PARK, NY 11005

VANDERBILT ADVISORY SERVICES

One Old Country Road, Suite 335,
Carle Place, NY 11514

CITIGROUP GLOBAL MARKETS INC.

CWM Retail, Sales 502 Old Country Road
Garden City, NY 11530

CITIGROUP GLOBAL MARKETS INC.

CITI RETAIL BANKING 2301 JERICHO TURNPIKE
GARDEN CITY PARK, NY 11040

WANK & LIPTZIN ADVISORY SERVICES LLC

114 Old Country Road Suite 506
Mineola, NY 11501

WANK & LIPTZIN ADVISORY SERVICES LLC

114 Old Country Road
Mineola, NY 11501

ARMADALE ASSET MANAGEMENT LLC

34 WILLIS AVENUE SUITE V22
MINEOLA, NY 11501

Firms

HSBC SECURITIES (USA) INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEVEL FOUR ADVISORY SERVICES

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

ALPHA CONCEPTS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STRONGHOLD CAPITAL PARTNERS LLC

VANDERBILT ADVISORY SERVICES

WANK & LIPTZIN ADVISORY SERVICES LLC

ARMADALE ASSET MANAGEMENT LLC

Investors

YEONG-KENG CHIEN

JOHN PATRICK SULIT

ANTHONY ALEXANDER LOUCA

ADERONKE AYANGBESAN

Giscard Jean Chery

Gregg Eisenstein

JASON MARC KLAGER

SYEDMUHAMMAD ALI

MELODY NADINE FULLER

LOUIS PAUL ORGERA

BRIAN JOSEPH EARLY

ROSILYN HOFFMAN OVERTON

MAHMOUD MANSOUR

JOSEPH STANLEY KALINOWSKI

GERARD SIMONELLI

MARK ELLIOT GROSSMANN

CHRISTOPHER SKUTNIK

Jennifer Bracey

Salvina Gambino

VICTOR Luis ZAYAS

Peggy C Valencia

CHRISTOPHER JAMES WOLFE

JACQUELINE RIVERA

THOMAS JOHN SCALA

Within 25 miles of Sea Cliff, NY, Best Investors lists 3,720 registered investment advisory firms with 6,144 offices nearby, managing about $59.9T in combined regulatory AUM across 4,720,883 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 Sea Cliff

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM