Best Investors Account Sign in

Best financial advisors in Shelter Island, NY

Registered advisers within 25 miles of Shelter Island, NY.

Offices
174
Firms
83
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,459,306 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Shelter Island, NY, Best Investors lists 83 registered investment advisory firms with 174 offices nearby, managing about $11.7T in combined regulatory AUM across 2,459,306 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 Shelter Island

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM