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Best financial advisors in Wading River, NY

Registered advisers within 25 miles of Wading River, NY.

Offices
415
Firms
123
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,186 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAST END FINANCIAL GROUP, INC.
SPRUCE POINT CAPITAL MANAGEMENT, LLC
PECONIC ASSET PLANNING

Investors

DONALD ANDREW DONNELLY
ANDREW HAWSON
Matthew J. Clarke
Edward Wess
ROBERT WILLIAM FORRESTER
Christian tyler Campbell
CATHERINE ANN TURK
Raymond DiSunno
DAVID ALONZO DISUNNO
ROLAND FRANCIS DRISCOLL
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
NATHANIEL Robert MCCABE
VINCENT PETER SERRO
Kevin A Yanza
LANIA KATHLEEN CROSS
MARY BERNADETTE LAFEMINA
JACK FRANCIS KOSINSKI
JEFFREY RICHARD CONNOLLY
JOSEPH JOHN KOSINSKI
MARK ANDRE POITRAS
Scott Pluschau
Kerri Ann Biondo
Scott Andrew Neuberger
STEPHEN WARREN MURRAY
Robert CHARLES Ward
MICHAEL T LAGNESE
Thomas Anderson
Agne Rakauskas
Kristina A Clemenz
CARL PETER NEUBERGER
JEFFREY DAVID WORTHINGTON
NICOLE SUZANNE CASAMASSA
EUGENE CHRISTENSEN
THOMAS ANDREW LEONARD
GILBERT ALAN CARDILLO

Within 25 miles of Wading River, NY, Best Investors lists 123 registered investment advisory firms with 415 offices nearby, managing about $12.9T in combined regulatory AUM across 2,687,186 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 Wading River

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