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Best financial advisors in Shrub Oak, NY

Registered advisers within 25 miles of Shrub Oak, NY.

Offices
1,192
Firms
647
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,154,699 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
MURPHY WEALTH MANAGEMENT GROUP
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
EDWARD JONES
THOMASLLOYD CLIMATE SOLUTIONS LLC
CROSSINGBRIDGE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
1230 ADVISORS, LLC

Investors

Robert Alex Karson
ANDREW PAUL KOUSOUROS
CONNOR PETER BRIGGS
Matthew Francis Brady
DANIEL JAMES MURPHY
SCOTT RICHARD RUPPERT
GEORGE POGYO
KEITH MICHAEL PRESTON
CHARLES PROBART MEDLICOTT
ANDREW Charles MEDLICOTT
CALVIN EUGENE NELSON
CHARU ASHAR
ANDRE JESUS ST.LOUIS
BRENDA MARIE HOTALING
JOSEPH M SCIABICA
Imani Tate
Peter Ju
BRUCE IACONO
Matthew J. Sullivan
Garret Charles Byrne
Thomas E Stritt
Amanda Karaqi
William Martin Flash
Michael Peter Sarubbi
Thomas John Geoghegan
PAMELA WETHERBEE
DARREL WILLIAM UPSON
Zachary G Norman
ERIC PETER NACHMAN
DANIELLE JEAN GUILDERSON
JARED DOUGLASS LYNNE
Jacob Ryan Lynne
MICHAEL JOSEPH MAGNANI
KEVIN FRANCIS DEGABRIEL
Anthony Schiff
Jeffrey Spillane

Within 25 miles of Shrub Oak, NY, Best Investors lists 647 registered investment advisory firms with 1,192 offices nearby, managing about $18.9T in combined regulatory AUM across 3,154,699 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 Shrub Oak

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM