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Best financial advisors in Southold, NY

Registered advisers within 25 miles of Southold, NY.

Offices
194
Firms
91
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,456,120 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CLEARVIEW FINANCIAL PLANNING, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAVELLO PARTNERS LLC
BIG ROCK ADVISORS LLC
SAYBROOK CAPITAL CORP
EDWARD JONES
BEACON POINTE ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
UBS FINANCIAL SERVICES INC.

Investors

RUDOLPH HERMAN BRUER
DAVID CARLETON DICKERSON
Christopher Nicholas Crandle
Cori L. Cass
PATRIC JOSEPH WALLACE
DOUGLAS PATRICK MISCOLL
Maria Ganley
James R. Cook
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
Michael Cory Gomberg
Theodore Franklin Dickson
ANDREW LANE STERN
GEORGE PAUL KREUSCHER
MEREDITH M DIAMOND
Christian Vincent Greco
BRYAN JASON DURSO
Tristan Amone
ROCCO ANGELO CARRIERO
PETER HAROLD KERN
TEDDI JO PAULSON
Joseph Michael Faller
Gracjana Ewa Sawicki
Jason J Zimmerman
DOUGLAS FORBES CULVER
ANDREW IAN BARIS
LAURA THERESA JAYNE
KEITH WILLIAM JUENGERKES
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
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

Within 25 miles of Southold, NY, Best Investors lists 91 registered investment advisory firms with 194 offices nearby, managing about $12.3T in combined regulatory AUM across 2,456,120 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 Southold

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