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Best financial advisors in Sylvan Beach, NY

Registered advisers within 25 miles of Sylvan Beach, NY.

Offices
237
Firms
96
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,005,721 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE FINANCIAL DESIGNS, INC.
BIRCH WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
BELPOINTE ASSET MANAGEMENT LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
STRATEGIC FINANCIAL SERVICES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Shannon Rae Brown
Kevin H Brown
Adam Parente
Stefano Selenu
STEPHANIE MARIE GARLOCK
ROBERT BARRY ECKERMANN
Joseph A Alnutt
Jonathan Christopher Pawlika
ALAN EDWARD CHANDLER
JARED MATTHEW HOUSEMAN
IRIS LEE BUCZKOWSKI
MAXWELL MOORE
Paige Nashton
RICHARD JAMES PRESKY
Bryan Gifford McCormick
WILLIAM GIFFORD MCCORMICK
MICHELLE LEE SHAUGER
SHAWN E WILLIAMS
DANIEL GUY DEBLOIS
MARK DAVID VACCA
JOHN GEORGE SLIFKA
JOSEPH DOMINICK MAZZAFERRO
DAVID MARK WATERS
STEVEN EUGENE JARVIS
Alexander Gere
RAYMOND ANTHONY ACOSTA
Gregory Allen Mattacola
Benjamin D Petell
Brianna Morgan Komondor
Liam Joseph Sanborn
THOMAS M SHOEN
CHRISTINE M SMITH
BRIAN A PERDEW
DARREN EMERY GRAHAME

Within 25 miles of Sylvan Beach, NY, Best Investors lists 96 registered investment advisory firms with 237 offices nearby, managing about $12.1T in combined regulatory AUM across 3,005,721 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 Sylvan Beach

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