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Best financial advisors in Smithtown, NY

Registered advisers within 25 miles of Smithtown, NY.

Offices
1,516
Firms
726
Combined AUM
$19.7T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,922,042 clients when Item 5C has a number
Avg / client
$6.74M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
DRAPER ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
OPPENHEIMER & CO. INC.
J.P. MORGAN SECURITIES LLC

Investors

JOHN CLEAVELAND PALMER
LOUIS ANTHONY SORIANO
Frank E Carpentiere
JAMES VERDI
NICHOLAS KLOPSIS
Matthew Kyle Heeter
JOSEPH BONURA
STEVEN BRUCE GOLDIS
ANDREW J KEANE
Nicholas Augusto Lucas
Michael Dominic Principe
ROBERT FRASER DRAPER
JOSEPH Patrick CRACCHIOLA
Justin Francis Galluzzo
Vinson Anthony Guigliano
Lilli Seidman
DAVID JOSEPH MOTTES
LOUISE DELUCA FALLICA
JOHN CAHILL
Christopher Michael Bergmann
GEOFFREY G BROWN
RONALD FRANCIS BERGMANN
IVY COMIA PETERSON
KATHLEEN MAY BRESNAN
NAJALA LANGLOIS
Mark E Peterson
GARY PATRICK BACKER
ELIZABETH A GOLDEN
Felix Francisco Rivera
Michael Christopher Damiano
Emma H Leiman
SANDRA JACKLETT
WILLIAM ROBERT WHITE
DANIEL ROBERT LIFF
BRENDA CELINE CONNOLLY
MARYELLEN A PASSANISI
JAY D BROWN
ROBERT JAMES MASTROSIMONE
John Callea
JEREMY MICHAEL RAYBURN
Michael R Cavaliere
LEE STEPHEN NEUGEBAUER
STEVEN G TAMBONE
RYAN J ROSELLE
Vincenza Draper
MARK A ALBER
ADAM DAVID EHRLICH
ARIEL A CRUZ
Brandon Abraham Liff
Santiago Alzate
Ryan P McAdam
MICHAEL PATRICK ROONEY
JOHN KITEVSKI
ARTHUR DANIEL ROONEY
Patrick J O'Leary
JONATHAN EDWARD LOWD
DAVETA M WINSKI
GINA A AYASSE
ANDREW J LAWLOR
BENJAMIN J COTTER
JENNIFER M MCDONALD
Nicholas R Maggi
LISA M GALIARDO
LINDA LEE SANDERS
JANET ALEXIS KEEFE
Michael GEORGE Lockhart
TRACEY PATRICIA MEKLAUS
John Surace
FRANK DANIEL MEZZANOTTE
STUART STEIN
JASON HUANG
SHANE FUGGER
JOHN LAWRENCE WEST
JAMES CREIGHTON COLLINS
Lisa Marie Stigliano
LAWRENCE HARKAVY
MICHAEL ERIK MC MURRAY
PAUL THOMAS ROMANELLO
Nicholas Joseph Gallino
MARK WAYNE MILLER
ANTHONY GHIGLIERI
Carolyn Lucy Smith-LoGiudice
Kevin Fitzpatrick
Stephen P. Daige
JOSEPH SITARAS

Within 25 miles of Smithtown, NY, Best Investors lists 726 registered investment advisory firms with 1,516 offices nearby, managing about $19.7T in combined regulatory AUM across 2,922,042 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 Smithtown

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM