Best Investors Account Sign in

Best financial advisors in Suny Stony Brook, NY

Registered advisers within 25 miles of Suny Stony Brook, NY.

Offices
1,189
Firms
534
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,919,201 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
BRANCH FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
CONCORDE ASSET MANAGEMENT, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
DAI WEALTH, LLC
CITIZENS SECURITIES, INC.
STRATEGIC ADVISERS LLC

Investors

RANDOLPH PELOSI
Charles G Healy
John M. Zeumer
George J Christodoulou
Michael Christodoulou
MICHAEL JOSEPH BRESCIA
HARLAN JAY FISCHER
FRANCIS GERARD SMITH
Brandon Jeffery Cruz
MATTHEW JOHN NIEGOCKI
KYUNG E YEUM
Joseph Victor Levy
ALAN NEIL LICHTENSTEIN
MICHAEL W MCCRAIN
DONALD EDWARD LIPPENCOTT
MARK MIROCCO
Timothy John Mirocco
Scott Robert Posner
Roodmy Cesar
Linda A Kuhn
ROY VINCENT PFLEGER
DAVID JONATHAN WILCOX
JOSEPH DEPIETRO
FAITH HOPE OLSEN
JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
JOSEPH M. IANNUZZI
MICHAEL GALARDI
VINCENT ANTHONY SMITH
DANIEL BEGLEY
DIANNA SANCHEZ
NICHOLE DALENA
NICHOLAS J. NOVELLINO
DENNIS GUR
BRANDON JOSEPH KUSTEK
ALEX MILLWATER
ADAM CAFARELLA
REGINA SARAH SAIO
ANTHONY SOLOMITA
GREGORY JAMES CORCORAN
ARIEL BAEZ
DAIANA PLOSCARU
CHRISTOPHER J BARNES
SAMANTHA CALA
LAUREN CONWAY
WILLIAM P. HERMANEK
JOSEPH LEFEBVRE
ALEXANDER THOMAS HART
BESSY YOLIBETH GUEVARA
NICHOLAS G. AMENDOLARA

Within 25 miles of Suny Stony Brook, NY, Best Investors lists 534 registered investment advisory firms with 1,189 offices nearby, managing about $17.1T in combined regulatory AUM across 2,919,201 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 Suny Stony Brook

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM