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Best financial advisors in Shirley, NY

Registered advisers within 25 miles of Shirley, NY.

Offices
337
Firms
96
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,666,737 clients when Item 5C has a number
Avg / client
$4.40M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
GWN SECURITIES INC.
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EDWARD JONES
BLACKRIDGE ASSET MANAGEMENT, LLC
SNYDER WEALTH GROUP

Investors

David Terry
GREGORY MEHRHOFF
DAVID GARY REY
Dalton Jude McCarthy
Daniel R. Silfer
Kyle Nielsen
MICHELE ARNETT
JEFFREY DAVID NAGEL
MARIA T CARRARA
Whalter A Ponce
Tyler Conway
Ryan V Forrester
JOSEPH LEONARD BARONE
STUART D BERG
ANTHONY NICHOLAS BARONE
MICHAEL BEZA
Brandon E Chavez
Christian tyler Campbell
ANDREW HAWSON
Jessica Norland Baker
Joanne Lea Carlos Bennett
DENISE J NOSTROM
KEVIN VIVAS CAAMANO
PAUL RAYMOND MORAN
LOUIS SAL ALFANO
RAYMOND VINCENT PASSARO
CHRISTOPHER JONATHAN IPPOLITO
BARRY ALAN PHILLIPS
ERIC ROSS TAITZ
Alan IRWIN Tanenblatt
MARK CHRISTOPHER PARROTT
MARK JEFFREY SNYDER
MACKENZIE ANN KLOUDA

Within 25 miles of Shirley, NY, Best Investors lists 96 registered investment advisory firms with 337 offices nearby, managing about $11.7T in combined regulatory AUM across 2,666,737 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 Shirley

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM