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Best financial advisors in Setauket, NY

Registered advisers within 25 miles of Setauket, NY.

Offices
1,210
Firms
557
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,835,929 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

CONCORDE ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
DAI WEALTH, LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BRANCH FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ST. JAMES INVESTMENT ADVISORS, LLC
MORGAN STANLEY
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
RUGGIERO INVESTMENTS
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Joseph Victor Levy
ALAN NEIL LICHTENSTEIN
MICHAEL W MCCRAIN
MATTHEW JOHN NIEGOCKI
KYUNG E YEUM
MARK MIROCCO
Timothy John Mirocco
ROY VINCENT PFLEGER
DAVID JONATHAN WILCOX
Brandon Jeffery Cruz
MICHAEL JOSEPH BRESCIA
HARLAN JAY FISCHER
FRANCIS GERARD SMITH
LAM HUNG WONG-CARBONE
BRIAN CHRISTOPHER MARK
Jonathan Troy Reid
MATTHEW STEPHEN WYPYSKI
John Andrew Spicciatie
JOSE MIGUEL ROSARIO
STEPHEN JOSEPH ANGLIM
HANNA MIA HILDRETH
Benjamin F Campbell
JUSTIN PAUL CULHANE
KEVIN WALTER ANGLIM
Julie G Murphy
RICHARD BLAISE BUCARO
PHILIP GIAMMARINO
DAVID JOSEPH MAMMINA
JOSEPH BURTON HALL
George J Christodoulou
Michael Christodoulou
MATTHEW CIANCI
Christopher Thomas Ruggiero
Charles G Healy
John M. Zeumer
RANDOLPH PELOSI

Within 25 miles of Setauket, NY, Best Investors lists 557 registered investment advisory firms with 1,210 offices nearby, managing about $17.2T in combined regulatory AUM across 2,835,929 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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM