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Best financial advisors in Wantagh, NY

Registered advisers within 25 miles of Wantagh, NY.

Offices
1,587
Firms
520
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,913,208 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE CLIENT ASSET MANAGEMENT, INC.
OSAIC WEALTH, INC.

Investors

Mark Stephen Klebanoff
PATRICIA THOMAS
Marvin Garcia
ROCCO STEFANO MARTINELLI
Brandon Dariotis
Mike Lombardi
RONALD ALAN ZUCKER
DIEGO SARO FURNARI
ROBERT PATRICK PALOMBO
Jason A. Hoffman
THOMAS JOSEPH POLITO
DREW SCOTT DIOGUARDI
KENNETH JACOBSEN
Christopher Scott Mueller
Pradeep Menon
Boris Mikhail
JASON STEVEN FREILICH
SHAWN GOLDEN
CHARLES STEVEN KASSATLY
PETER KATSIGIORGIS
Michael Mott
CLIFFORD JOSEPH MEDITZ
TODD MATTHEW DUDONIS
JOSEPH LEO DOWNEY
Jennifer Caccavale
Brandon J. Hodges
ERIC GREGORY MOORE
ALLISON CLANCY HUDSON
Michael Anthony Scordo
THOMAS REAGAN
Eric E. Harley
MICHAEL A BLAKE
DANIEL GERARD MAZZOLA
DANIEL PAUL MAZZOLA

Within 25 miles of Wantagh, NY, Best Investors lists 520 registered investment advisory firms with 1,587 offices nearby, managing about $16.4T in combined regulatory AUM across 2,913,208 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 Wantagh

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM