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Best financial advisors in Saint James, NY

Registered advisers within 25 miles of Saint James, NY.

Offices
1,424
Firms
685
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,920,845 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

ADVANCED PORTFOLIO SERVICES LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BRANCH FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

JOHN DANIEL AGOGLIA
George J Christodoulou
Michael Christodoulou
Charles G Healy
John M. Zeumer
RANDOLPH PELOSI
Scott Robert Posner
Roodmy Cesar
Linda A Kuhn
Brandon Jeffery Cruz
MICHAEL JOSEPH BRESCIA
HARLAN JAY FISCHER
FRANCIS GERARD SMITH
JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
LYNNE MICHELE BARNHARDT
Brett DiSalvo
JAMES VERDI
NICHOLAS KLOPSIS
Matthew Kyle Heeter
JOSEPH BONURA
JOHN CLEAVELAND PALMER
LOUIS ANTHONY SORIANO
Frank E Carpentiere
MICHAEL DESEPOLI
STEVEN BRUCE GOLDIS
MICHAEL MARTIN BUSCH

Within 25 miles of Saint James, NY, Best Investors lists 685 registered investment advisory firms with 1,424 offices nearby, managing about $19.2T in combined regulatory AUM across 2,920,845 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 Saint James

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