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Best financial advisors in West Babylon, NY

Registered advisers within 25 miles of West Babylon, NY.

Offices
1,255
Firms
449
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,881,035 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
KOEHLER ASSET MANAGEMENT
LAUFER WEALTH MANAGEMENT, LLC
THE BAKER GROUP, LP
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
R. SEEGER WEALTH MANAGEMENT, LTD
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC

Investors

James McCarron
RYAN TAYLOR MCDERMOTT
Cameron Tomassone
ULANDER ALLISON RAMESAR
ROMEO ANTONIO BERTOLINI
RAIMOND JAMES BONGIORNO
ALEC CHRISTOPHER PASTORE
SHAWN HEATH BOYLE
MATTHEW MARK DESJARDIN
Eric Phillip Bencivenga
Bruce Monaco
Charlie Edward Santos
DANIELLE PAYNE
CHRISTOPHER JAMES CUNNINGHAM
Angelo Magoulas
Jonathan Hernandez
Sean P. Vail
LEONARDO FIORENTINO
Christopher James Spalding
Vincent G Perrotta
STEPHEN ANDREW CONTE
Christopher John Lindsley
RICHARD T SEEGER
CHRISTOPHER FERRARI
CHRISTOPHER CHARLES MANCINI
Angel Lynn Gulizio
ROSANNE ROLON GIL
Shown Kumar
Lauren Jean McNally O'Connell
MARGUERITE DANAHER
Robert Neil Gargiulo
Nicole Ilustre
Daniel Tisser
BRENDAN HENRY HAND
TYLER CAPITANO
MATTHEW R RAPOPORT
SHERYL ARONSON ROTHMAN

Within 25 miles of West Babylon, NY, Best Investors lists 449 registered investment advisory firms with 1,255 offices nearby, managing about $16.9T in combined regulatory AUM across 2,881,035 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 West Babylon

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM