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Best financial advisors in Shoreham, NY

Registered advisers within 25 miles of Shoreham, NY.

Offices
475
Firms
143
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,736 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
O'HARA WEALTH MANAGEMENT INC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DONALD ANDREW DONNELLY
Matthew J. Clarke
Edward Wess
ROBERT WILLIAM FORRESTER
ANDREW HAWSON
Raymond DiSunno
DAVID ALONZO DISUNNO
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
NATHANIEL Robert MCCABE
VINCENT PETER SERRO
CHRISTOPHER ARMAND SANTINI
KATE TASTROM
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
Christian tyler Campbell
JOHN F DENNEHY
ANTHONY CHIARELLI
Laura B. Hoffman
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
STEFFAN HAGENDORF
Patrick Michael McDonald
JOSEPH MICHAEL OHARA
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
Fabio Patrick Purita

Within 25 miles of Shoreham, NY, Best Investors lists 143 registered investment advisory firms with 475 offices nearby, managing about $13.9T in combined regulatory AUM across 2,689,736 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 Shoreham

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM