Best financial advisors in Uniondale, NY

Registered advisers within 25 miles of Uniondale, NY.

Offices

5,637

Firms

3,529

Combined AUM

$59.4T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,719,361 clients when Item 5C has a number

Avg / client

$12.6M

Combined AUM ÷ clients

Nearby offices

CITIGROUP GLOBAL MARKETS INC.

CITI RETAIL BANKING 670 MERRICK AVENUE
EAST MEADOW, NY 11554

J.P. MORGAN SECURITIES LLC

501 BELLMORE AVE.
EAST MEADOW, NY 11554

AMERIPRISE FINANCIAL SERVICES, LLC

90 MERRICK AVE STE 403
EAST MEADOW, NY 11554

UNITED ASSET STRATEGIES INC.

377 OAK STREET SUITE 403
GARDEN CITY, NY 11530

CASTFIRM ADVISORS LLC

377 OAK STREET SUITE 203
GARDEN CITY, NY 11530

CRAFT WEALTH MANAGEMENT LLC

377 OAK STREET LOWER CONCOURSE
GARDEN CITY, NY 11530

AMERIPRISE FINANCIAL SERVICES, LLC

377 OAK ST STE 103
GARDEN CITY, NY 11530-6553

ARBOR REALTY COLLATERAL MANAGEMENT, LLC

333 EARLE OVINGTON BOULEVARD SUITE 900
UNIONDALE, NY 11553

EAGLE STRATEGIES LLC

333 EARLE OVINGTON BLVD SUITE 505
UNIONDALE, NY 11553

OSAIC WEALTH, INC.

333 EARLE OVINGTON BOULEVARD SUITE 510
UNIONDALE, NY 11553

R & R FINANCIAL PLANNERS, INC.

1802 HEMPSTEAD TURNPIKE
EAST MEADOW, NY 11554

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

100 Quentin Roosevelt Blvd Suite 209
Garden City, NY 11530

MML INVESTORS SERVICES, LLC

100 Quentin Roosevelt Blvd Suite 507
Garden City, NY 11530

SIMPLEADVISORY LLC

900 STEWART AVENUE SUITE 210
GARDEN CITY, NY 11530

MML INVESTORS SERVICES, LLC

900 Stewart Ave Suite 260
Garden City, NY 11530

PARK AVENUE SECURITIES LLC

900 STEWART AVENUE SUITE 500
GARDEN CITY, NY 11530

OSAIC WEALTH, INC.

960 Bellmore Ave
Bellmore, NY 11710

STEPHEN J. GARRY & ASSOCIATES, LLC

990 STEWART AVENUE SUITE 190
GARDEN CITY, NY 11530

FLYNN ZITO CAPITAL MANAGEMENT, LLC

585 STEWART AVE SUITE 620
GARDEN CITY, NY 11530

THE BENDIX FINANCIAL GROUP, INC.

585 STEWART AVE., SUITE 314
GARDEN CITY, NY 11530

Firms

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

UNITED ASSET STRATEGIES INC.

CASTFIRM ADVISORS LLC

CRAFT WEALTH MANAGEMENT LLC

ARBOR REALTY COLLATERAL MANAGEMENT, LLC

EAGLE STRATEGIES LLC

OSAIC WEALTH, INC.

R & R FINANCIAL PLANNERS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MML INVESTORS SERVICES, LLC

SIMPLEADVISORY LLC

PARK AVENUE SECURITIES LLC

STEPHEN J. GARRY & ASSOCIATES, LLC

FLYNN ZITO CAPITAL MANAGEMENT, LLC

THE BENDIX FINANCIAL GROUP, INC.

Investors

DANIEL GEORGE MARQUARDT

Sterlin Matthew Streeter

THOMAS PAUL TIBALDI

Christopher Trotta

Richard Lindholm

James A Newkirk

John Patrick Morrisey

RANDALL CLARK PERKINS

JONATHAN SPENCER LONDON

Alex M Varkatzas

John Thomas Lantier

CANDY ELINTHIA BATISTA

SHANE ELI MILLER

MATTHEW RYAN DELORENZO

KEITH AARON DOUGLAS

CYNTHIA MARGUERITE SOMER

MARIANNE HOCKNELL

ERIN ALBIEZ GIBBONS

THOMAS EDWARD LAVIANO

JASON MICHAEL AMBROSINI

ROBIN ELIZABETH BISCHOFF

CARLO NICHOLAS CRESCENZO

JEANINE MARIE KOSAKOWSKI

AMANDA ELLEN SEBESTA

ANDY RYAN SELFORS

MARISA NICOLE SMITH

THOMAS FRANCIS HEALY

RICHARD MICHAEL SAJKOSKI

MICHAEL VICTOR RICCARDI

ROBERT JAMES MURPHY

JIORDEN SANCHEZ

MICHAEL GUY RICCARDI

ALLISON MARIE SAJKOSKI

James V Rudolph

Robert Austin Schetty

RICHARD JOSEPH RIZZUTO

STEPHEN MARK KIRONT

BARRY MICHAEL KIRONT

Scott David Werling

DAVID MARSHALL LEVINE

THEODORE E BLOCK

GEORGE KONSTANTINE LIMPEROPOULOS

STEPHEN JOHN BISHOP

DONALD ROBERT BOYLE

Richard Anthony Basulto

Stacy Vanessa Pierre-Louis

Michalis Stylianou

BIANCA HELEN OBRIEN

Jessica B Cornejo

BRYAN ALAN PENDRICK

MICHAEL PHILIP WATERS

SEAN M ROSENFELD

PAUL HOWARD ESSNER

BENJAMIN ROSS CHAFITZ

CHRISTOPHER MICHAEL OCHLAN

KEVIN FRANCIS MURPHY

WILLIAM VITO ROMEO

ALEX IGOR AYZENBERG

Edward Charles Gallie

Makarios Markos Palios

ROBERT E CAPPELLO

ROBIN SUE WEINGAST

FRANK DOMENICK PALMERI

THOMAS JOSEPH ENGLISH

JAMES VINCENT MCTIGHE

MYRON HAL EDELMAN

ADAM RANDALL CHERNEY

JOHN AUGUSTINE MANNING

GEORGE RALPH KOROGHLIAN

LAWRENCE CHALSON

Nathan James McAlister

RONALD BENNETT LEE

ROBERT LOUIS BELVEDERE

ALEXANDER M MIRADOLI

JOSEPH JOHN O DONNELL

DOUGLAS HOWARD HOLZER

ROBERT PHILIP DEPALO

ANDREA PATRICIA OWEN-BOYD

MATTHEW SAWICKI

MICHAEL Anthony REYES

Rocco Anthony Mazzei

GIOVANNI Antonio PISTILLI

Nicholas Andrew Miradoli

ROBERT C VOTRUBA

JESSE SCOTT MISTRETTA

ANTHONY T MAZZEI

Michael William Hopkins

TERENCE GEORGE HICKEY

ERIC RICHARD NIRENBERG

ANDREW BARRETT HEYMAN

Joseph Martin Garry

STEPHEN JOSEPH GARRY

DOUGLAS KEITH FLYNN

RYAN MICHAEL HAISS

COLE DOUGLAS FLYNN

STEFAN Gustav GOLLISZ

RICHARD JOSEPH ZITO

STEVEN ROBERT ABERMAN

DANIEL ECCLESTON

GARRY ANDREW EGRE

Within 25 miles of Uniondale, NY, Best Investors lists 3,529 registered investment advisory firms with 5,637 offices nearby, managing about $59.4T in combined regulatory AUM across 4,719,361 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 Uniondale

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM