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Best financial advisors in Syosset, NY

Registered advisers within 25 miles of Syosset, NY.

Offices
3,452
Firms
1,875
Combined AUM
$33.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,257,208 clients when Item 5C has a number
Avg / client
$10.2M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LEGACY EDGE ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OLD BRIDGE WEALTH, INC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
SPIRIT OF AMERICA MANAGEMENT CORP
SPIELBERGER & BROOKS, INC.
KESTRA ADVISORY SERVICES, LLC
MAXIM FINANCIAL ADVISORS LLC
COVE PRIVATE WEALTH, LLC
BADDISH SHAPIRO FINANCIAL PLANNING GROUP
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC

Investors

LESZEK JULIAN MICHNIEWICZ
Mark Lawrence Tunkel
CHRISTOPHER NOONAN
JASON SEAN KASS
CHARLES HENRY WHITMAN
KAREN RANDY FILLER
SCOTT JASON ISRAEL
KENNETH DAVID DENICOLO
Lutelles Lindley White
THERESA ANN BILELLO
TIMOTHY JOHN SOMMER
HUI YAO KELLY LIN
KEVIN MARSHALL BROOKS
Collin Roy Church Glover
ROBERT PAUL MARRONARO
ROBERT FRANCIS ROM
ROGER JOSEPH SCHILLING
MICHAEL HENRY MONGIELLO
GIOVANNI TREGLIA
JASON FRANK NARDIS
NEIL FERRENTINO
GRIFFIN PATRICK WAGNER
Anthony Joseph Zizzamia
CHRISTOPHER MEZZASALMA
DAVID Y SKUROWITZ
JAMES MICHAEL EZEGELIAN
Nolan Crean
RONALD IAN GANZ
Sergey V Kovalev
Peter Stephen Isler
Michal Lacheta
MICHAEL JOSEPH NORTON
CHARLES CHRISTOPHER CASTRO
ANGELO STRAZZERA
Michael Pombo
MARRIUM HUSSAIN
Zixue Fan-Soskin
JONATHAN SHENKMAN
SCOTT ROCHLIN
SALVATORE ANTHONY FRADELLA
ANDREW THOMAS GROSSMAN
KENNETH RICHARD MCDONALD
GERALD BRUCE FERSHTMAN
LARRY DAVID MAZZONI
RONALD MARK BIRNBAUM
PETER JOHN BURKLY
JOSEPH CARMELO CAPEZZA
Jeffrey John Whalen
Lori B Jackson
FRANCIS MICHAEL MULLADY
KENNETH ROY GREENBLATT

Within 25 miles of Syosset, NY, Best Investors lists 1,875 registered investment advisory firms with 3,452 offices nearby, managing about $33.1T in combined regulatory AUM across 3,257,208 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 Syosset

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM