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Best financial advisors in Southampton, NY

Registered advisers within 25 miles of Southampton, NY.

Offices
65
Firms
37
Combined AUM
$9.78T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,330,103 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
BEACON POINTE ADVISORS, LLC
POWDER RIDGE CAPITAL LP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAVELLO PARTNERS LLC
SAYBROOK CAPITAL CORP

Investors

Joseph Michael Faller
Gracjana Ewa Sawicki
Jason J Zimmerman
GREGORY CHARLES MALLGRAF
KEVIN PHILIP DEHLER
MICHAEL DENNIS GRAY
Mary C. Barty
ANTHONY PEARSON ADDISON
STEPHEN HILLER
LISA SALADINO
NICOLE BEHRENS
LAWRENCE PAUL SHIELDS
HARRY LEONARD HACKETT
GLENN R HALSEY
Shannon Ann Murphy
ROGER MICHAEL MATLOFF
Kayleigh Caggiano
Trent Anthony Dattoli
MICHAEL PETER ILLARI
Ryan Joseph Grande
DOUGLAS FORBES CULVER
ANDREW IAN BARIS
LAURA THERESA JAYNE
KEITH WILLIAM JUENGERKES
ERIK BRIAN DEGROOT
RAMONA JEAN FARRINGTON
RYAN M. MICHAEL O'MALLEY
Sydney Rae Marks
ROSEMARIE SIEFERT DIOS
HELEN MINIERI STACY
JAY ALLAN DIESING
CHRISTOPHER J DREW
Gloria Elizabeth mae Dios
ANTHONY JOHN CAPPIELLO
SEAN EDWARD HATTRICK
TERESA E VENESINA
CHRYSANTHE E PIETRAMALA
ROY CASHION
HALEY GRABER
GEORGE PAUL KREUSCHER
MEREDITH M DIAMOND
Christian Vincent Greco
BRYAN JASON DURSO
Tristan Amone
ROCCO ANGELO CARRIERO
PETER HAROLD KERN
TEDDI JO PAULSON
JAMES ANDREW COVELL
Yong Hui Kim
Tyler Conway
Cassandra Lynne Gibson
Michael Cory Gomberg
Theodore Franklin Dickson
ANDREW LANE STERN
PATRIC JOSEPH WALLACE
Kelli-Ann Lanino
Nicholas Philip Toscano
Ryan Joseph Cooper
DOUGLAS PATRICK MISCOLL
Maria Ganley
James R. Cook
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN

Within 25 miles of Southampton, NY, Best Investors lists 37 registered investment advisory firms with 65 offices nearby, managing about $9.78T in combined regulatory AUM across 2,330,103 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 Southampton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM