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Best financial advisors in Village Of Mastic Beach, NY

Registered advisers within 25 miles of Village Of Mastic Beach, NY.

Offices
313
Firms
92
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,683,416 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
GWN SECURITIES INC.
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
FLEXINCOME FUND
PFS INVESTMENTS INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLACKRIDGE ASSET MANAGEMENT, LLC

Investors

Whalter A Ponce
Tyler Conway
David Terry
Dalton Jude McCarthy
DAVID GARY REY
MICHELE ARNETT
MARIA T CARRARA
JEFFREY DAVID NAGEL
Daniel R. Silfer
Kyle Nielsen
GREGORY MEHRHOFF
Christian tyler Campbell
JOSEPH LEONARD BARONE
STUART D BERG
ANTHONY NICHOLAS BARONE
Jessica Norland Baker
Joanne Lea Carlos Bennett
MICHAEL BEZA
Brandon E Chavez
Ryan V Forrester
ANDREW HAWSON
KEVIN VIVAS CAAMANO
THERESA ANNE DAMICO
DENISE J NOSTROM
CORINNE CECILIA HEANEY
NANCY BETH KAYEKIRSCH
BRIAN PATRICK NYDEGGER
David Jerome Willmott

Within 25 miles of Village Of Mastic Beach, NY, Best Investors lists 92 registered investment advisory firms with 313 offices nearby, managing about $12.5T in combined regulatory AUM across 2,683,416 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 Village Of Mastic Beach

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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