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Best financial advisors in Water Mill, NY

Registered advisers within 25 miles of Water Mill, NY.

Offices
54
Firms
31
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,329,228 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BEACON POINTE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
CHARLES SCHWAB & CO., INC.
POWDER RIDGE CAPITAL LP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAVELLO PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SAYBROOK CAPITAL CORP
J.P. MORGAN SECURITIES LLC
BIG ROCK ADVISORS LLC
WILMINGTON CAPITAL SECURITIES, LLC
RBC CAPITAL MARKETS, LLC

Investors

Michael Cory Gomberg
Theodore Franklin Dickson
ANDREW LANE STERN
DOUGLAS FORBES CULVER
ANDREW IAN BARIS
LAURA THERESA JAYNE
KEITH WILLIAM JUENGERKES
GREGORY CHARLES MALLGRAF
KEVIN PHILIP DEHLER
MICHAEL DENNIS GRAY
Mary C. Barty
ANTHONY PEARSON ADDISON
STEPHEN HILLER
LISA SALADINO
NICOLE BEHRENS
LAWRENCE PAUL SHIELDS
HARRY LEONARD HACKETT
GLENN R HALSEY
Shannon Ann Murphy
ROGER MICHAEL MATLOFF
Kayleigh Caggiano
Joseph Michael Faller
Gracjana Ewa Sawicki
Jason J Zimmerman
ERIK BRIAN DEGROOT
RAMONA JEAN FARRINGTON
RYAN M. MICHAEL O'MALLEY
Sydney Rae Marks
ROSEMARIE SIEFERT DIOS
HELEN MINIERI STACY
JAY ALLAN DIESING
CHRISTOPHER J DREW
Gloria Elizabeth mae Dios
ANTHONY JOHN CAPPIELLO
SEAN EDWARD HATTRICK
TERESA E VENESINA
CHRYSANTHE E PIETRAMALA
ROY CASHION
HALEY GRABER
Trent Anthony Dattoli
MICHAEL PETER ILLARI
Ryan Joseph Grande
PATRIC JOSEPH WALLACE
DOUGLAS PATRICK MISCOLL
GEORGE PAUL KREUSCHER
MEREDITH M DIAMOND
Christian Vincent Greco
BRYAN JASON DURSO
Tristan Amone
ROCCO ANGELO CARRIERO
PETER HAROLD KERN
TEDDI JO PAULSON
Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
DAVID EDWARD ASTORR
JAMES ANDREW COVELL
JEFFREY MICHAEL BONILLA

Within 25 miles of Water Mill, NY, Best Investors lists 31 registered investment advisory firms with 54 offices nearby, managing about $9.44T in combined regulatory AUM across 2,329,228 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 Water Mill

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM