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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

TD PRIVATE CLIENT WEALTH LLC
EQUITY SERVICES, INC.
ONEDIGITAL
SANTANDER SECURITIES LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
FOREPONT CAPITAL LLC
COMMONWEALTH FINANCIAL NETWORK
KINGSWOOD WEALTH ADVISORS, LLC
SUMMIT FINANCIAL, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

CHRISTOPHER MICHAEL WOLT
Michael David
KEITH GARDNER
VIKRAM KUMAR
ELIZABETH DOW
ANDREW TEICHMAN
Benjamin Gonsier
Kevin Bajana
ROBERT GIUFFRIDA
PHILIP SALO
SPYRO ATHANASOULIAS
RYAN WILLIAMS
TIMOTHY FREDERICK WEBER
JOHN JOSEPH CUNNINGHAM
HEIDI LEE SIDLEY
Peter J Costa
DONALD G BLUMBERG
DAVID JOSEPH MOTTES
LOUISE DELUCA FALLICA
Shunly Wang
RICHARD PETER ADLER
BRUCE IRA GREENBERG
George L Rioseco
Nicholas E Simini
Michael Caputo
ANTHONY P LONGOBUCCO
CHING MAN WONG
DIANA W YANG
Yangang Zha
Di Lu
Jiayu Huang
Katrina C. Luca
LINGHSIANG HUANG
Jiarui Li
Shengying Li
PAUL COZZANI
Michael Nelson
Daniel Sirota
Erik Mark Vietz
MARY JANE VOLFSON
Dominick Curra
PATRICK RYAN HENRY
ADAM HANDALY
CHRISTOPHER THOMAS FOSTER
Crista Tucker
David Munoz
STEPHEN HOWARD GOLD
RYAN NICOLAI WINGER
KIMBERLY ANN FERRY
AVIDEH SAFAEI
Melinda Cloobeck
Peter Lennon
Nevena Vatachka
NATALYA MURAVCHIK
David Kaplan
HAROLD LOUIS REINSTEIN
Michael Gogliormella
Pascale Hainline
Marisa L McCallum
Shaun Philip Waylonis
COURTNEY BOSI
Kelly Barker
STEPHEN MALFITANO
Michael B Hershey
James G Dempsey
Rochelle Schaeffer
Sharon Leathem
Erika Disador
Amanda Jean Rosinski
Katherine Stewart
Oleg Zubarev
Lila Verity Stoddard
Aidan Vincent Donnelly
Jessica Jane Rooney
EDWARD GARY HELLER
CARMINE FILIPPONE
Gerard Gatto
Nicholas Margiotta
Mercedes Paula
Victoria S. Villodas
Timothy Hanson
Hiral Ravindra Shah
Jim J. Akasala
HEDAYATULLAH EDDIE NABIEL
RANDY SCOTT BERNSTEIN
Thomas G. Beckley
Esther Ivette Rodriguez
Evan A. Maroney
Janice Mercado Ponce
Jason Wong
Anthony Michael LoCasto
Eugene G Mosca
Elizabeth Mary Mariconda
Joseph S. Cullen
Brittney Alexis Robinson
Kyle Brandstetter
Gabor I Fogarasi
Paul Ippolito
Maria Castellon
Christopher Matthew Killip
KIEL CAMKEN
Rocco Donofrio
Gabriel Carvalho
Fernando A Remigio
Klea Pula Chaker
Yamelyn E Asencio
Kevin Kennedy
SANDRA LYNN SPENCER-FLORCZYK
Peter Spoto
Kenneth Simon
Kathleen R Bigelow
Keegan R. Ryan
Stacie Spedding
Vincent Villodas
Corinne B Kurtz
Manvir Singh
NEAL JAMES BAUMANN
THOMAS GERARD LIPTACK
STEPHEN MICHAEL CONDON
DAVID T SHIPPER
Timothy Joseph Cunningham
Richard A Anton

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