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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

EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
TRUE GREEN CAPITAL MANAGEMENT LLC
SENECA WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
ARGUS INVESTORS' COUNSEL, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CHILTON INVESTMENT COMPANY, INC.
CHILTON INVESTMENT SERVICES, LLC
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
INEFFABLE VENTURES LLC
BASSO CAPITAL MANAGEMENT, L.P.
PACIFIC ADVANTAGE CAPITAL GROUP LTD.

Investors

MATTHEW JOSEPH ROBEY
JOSEPH V BARBETTA
PATRICIA CARRERA
MICHAEL STEPHEN THOMAS
WALTER GREGORY RODIGER
MATTHEW BENINATI
MIKLOS STEFAN GUDRICZA
JORDAN SCOTT KERNER
SETH TUTLIS
BENJAMIN L NICHOLS
TIMOTHY M MEYER
DAVID BIBICOFF
ANDREW EDWARD ZIMMERMAN
CHRISTOPHER ANDREW GACHI
KEVIN PATRICK PORTER
DAVID JOSEPH SULLIVAN
DONNA MARIE PALAIS
JONATHAN WILLIAM PAPP
BRIAN JOSEPH BELLO
Connor Post
STEVEN CLAUDE VIOLETTE
BRUCE DAVID BROWN
NATHANIEL WARREN FOOTE
THOMAS DUDLEY MOORE
JOHN PETER MILLER
ANDRE MIRKINE
SUZANNE LOUISE LICHTMAN
ANTHONY LAURENCE ARICO
BRIAN P SCANLON
GERALD MICHAEL GLADNICK
RICKY DAVID CHERNOK
MICHAEL LEONARDO PAPPA
JEFFREY SCOTT SHARPE
BRAD CHRISTOPHER MCBRAIR
SARAH V MAN
ANA BACKA
JOSEPH BERTRAND VADNAIS
CHRISTOPHER JOHN CUNNINGHAM
MARIO FAUSTINI
JEFFREY BART COHEN
RICHARD CAMERON HUTCHINS
GARY FORD MUNOWITZ
LIZA BETH WELDON
GEORGE SEILER
JAMES RICHARD ALPERIN
SANDRA MILENA BONILLA
JAMES RUSSELL STANLEY
CHRISTOPHER ECKERT
PETER MICHAEL STEIWER
HOWARD MATSON
NICHOLAS V SOARES
JEFFREY ALEN STEWART
GEORGE NICHOLAS VENIZELOS
STEVEN WILLIAM SHERMAN
BRIAN TIMOTHY SUOZZI
Sabrina Gagliotta
JELMENA HUDSON
JERRY DECEMBRE
ALICIA MARIE WHEARTY
MICHAEL JOSEPH ZADLO
THERESA ANN GARTNER
BETTY MARIE BASILONE
THOMAS E HOBIN
KIMBERLY ANN TRIMMER
PATRICIA THOMAS

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