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Best financial advisors in Valley Stream, NY

Registered advisers within 25 miles of Valley Stream, NY.

Offices
5,446
Firms
3,370
Combined AUM
$60.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,685 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
COMPLETE ADVISORS
ANGLIA ADVISORS
THE WORLD CHANGERS INVESTMENTS, LLC
LPL FINANCIAL LLC
NOSURIS, INC.
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

GERARDO SANTANGELO
Christian Pinglo
Michael S. Casey
VESNA RANISAVLJEVIC
Ronney Rozario
JANET VIASON LIGAN
RUBY JAIN
DEEPJOT SINGH SOHAL
GURPREET KAUR-SINGH
MALKAH GLASGOW
PAUL SAMUEL GRANT
ROY A GRANT
CELINA ANN GRANT
DANIEL ADRIAN SZATKOWSKI
ROBERT FEINER
Annette D Matthew
Irene Morciglio
Sean Antoine
Selcuk Donmez
Nainesh A Shah
EVAN MARC LEVINE
KIMBERLY ELYSE GILGEOURS
SIMON PATRICK BRADY
DEBRA GREENE
GODFREY E JOHN
ADAM NICKOLAS STORK
Julian Schubach
MARK DORFMAN
ALAN WEINGARTEN
DOMINICK MOLINARO
Mohammed Zaidi
Joachim Daniel Terzi
NATHAN JERRY FRENKIEL
ANTHONY JOSEPH PETROZZELLA

Within 25 miles of Valley Stream, NY, Best Investors lists 3,370 registered investment advisory firms with 5,446 offices nearby, managing about $60.3T in combined regulatory AUM across 4,717,685 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 Valley Stream

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