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Best financial advisors in Tomkins Cove, NY

Registered advisers within 25 miles of Tomkins Cove, NY.

Offices
813
Firms
311
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,702,042 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

HUDSON VIEW ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
ROVENTINI FINANCIAL SERVICES, INC
B. RILEY WEALTH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
MML INVESTORS SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
GUARDIAN WEALTH PARTNERS, LLC
EMPIRE STATE WEALTH ADVISORS INC
MAIN STREET ASSET MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC

Investors

THOMAS GERARD FARANDA
Nicholas Koenig
Wanda Vasse Koerner
Richard Joseph Nappi
David Toapanta
Paul Eshleman
JOHN LAURENCE LERNER
DENNIS RENEE ARNOLD
PACE SORSCHER
BERYL EPHRAIM SORSCHER
Zachary S DeMinno
Marie Agnes Green
Paul Koerner
Benito Moneta
PHILIP C ROVENTINI
GREGORY GEORGE SCRYDLOFF
HOWARD BRUCE BRACHFELD
ELIEZER GEWIRTZMAN
VINCENT DEDOMINICIS
MICHAEL SALMON
ARDELL ROAN
PATRICK HARDING
LUCIANO DELA CRUZ
James P Kivlehan
KENNETH CARTER
SIMON WEINSTOCK
YEHUDA LEIB FLOHR
Aaron Glauber
ERGUIS MERTIRI
Pierre Johnson
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO

Within 25 miles of Tomkins Cove, NY, Best Investors lists 311 registered investment advisory firms with 813 offices nearby, managing about $14.0T in combined regulatory AUM across 2,702,042 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 Tomkins Cove

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 INVESCO ADVISERS, INC. 217 advisers $750B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM