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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

FEDERAL PREP
PFS INVESTMENTS INC.
TSG ALPHA PARTNERS, LLC
QUANTUM ADVISORY GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
VERITY ASSET MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
GLADOWSKY CAPITAL MANAGEMENT CORP
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
OSAIC WEALTH, INC.
INTEGRITY ALLIANCE, LLC.

Investors

MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO
JOSEPH CHIOSSONE
PATRICK JOSEPH FERRARO
CARLO SCANNI
SALVATORE CHARLES CARUSO
MICHAEL DESEPOLI
Dylan W Simms
IRVING THOMAS LEE
Gregg A Marano
CHRISTOPHER FRANK AMADEO
Lori A Bjorndahl
Brian Slattery
Jake J Cabble
BRUCE DANIEL HUGGINS
JAMES SCOTT BISHOP
Antonio DAMIANO Fusco
Michael A Marziotto
CHRISTA ANN PINERO
DEBORAH KAMER
Adam Granby Wood
Gerald Slattery
CARMELO ANTONIO VAZQUEZ
MICHAEL KARWOSKI
Lea Muller
Richard Silvio Ciufo
Alexandra Kolessar
Joseph MARTIN Miller
JAMES MAURICE GAUGHRAN
MICHAEL JAMES RICHARDS
CONCETTA JEAN CULLIN
Adam Gawreluk
PETER KENNETH GAWRELUK
LISA HOPE KEATON
Jack Peter Gawreluk
Shelley ANNE Saraniti
LYDIA DICLEMENTE
Michael THOMAS Esposito
LEVI SOLMOSE
Aleksandra Drake
DAVID WALLACE
Mark Robert Calaci
Richard Cecchi
Jacqueline Ann Mallinson
Rachel Alexandra Gentz
Sam Kaplan
JONATHAN BARNETTE LEIS
MATTHEW HARRISON BROWN
JASON ROBERT GLADOWSKY
WILLIAM A RULAND
ROBERT FRANK NOTARFRANCESCO
MICHAEL JOHN MURPHY
ANUBHAV MULLICK
Stephen C Valenti
MARK S EGHRARI

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