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Best financial advisors in West Islip, NY

Registered advisers within 25 miles of West Islip, NY.

Offices
1,004
Firms
287
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,869,483 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LAUFER WEALTH MANAGEMENT, LLC
THE BAKER GROUP, LP
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
DAHAB ASSOCIATES INC
SHEEHAN FINANCIAL ADVISORS, LLC
COLUCCI WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
KOEHLER ASSET MANAGEMENT
OSAIC WEALTH, INC.

Investors

Scott Standel
Thomas P Riedy
PATRICIA A MORRISSEY
Ashif Iqbal
ANDRE STAMPFEL
STEFANO SALVINO AIRO
Jeffrey Scharpf
Kristine Anne Sabatino
ROMEO ANTONIO BERTOLINI
RAIMOND JAMES BONGIORNO
ALEC CHRISTOPHER PASTORE
Nicole Ilustre
Daniel Tisser
BRENDAN HENRY HAND
TYLER CAPITANO
MATTHEW R RAPOPORT
SHERYL ARONSON ROTHMAN
CHRISTOPHER JAMES CUNNINGHAM
Sean P. Vail
LEONARDO FIORENTINO
Jonathan Hernandez
Christopher James Spalding
CHRISTOPHER CHARLES MANCINI
Angel Lynn Gulizio
ROSANNE ROLON GIL
Shown Kumar
Lauren Jean McNally O'Connell
SAMEER AGA
Cinthia W. Euceda garcia
Luis R Hernandez Peralta
Jason J Zimmerman
CYNTHIA DIANE BARRY
Kevin George Schmutz
JOHN CHARLES DEFALCO
DANIELLE PAYNE
STEPHEN ANDREW CONTE
Christopher John Lindsley
CHRISTOPHER FERRARI
SHAWN HEATH BOYLE
MATTHEW MARK DESJARDIN

Within 25 miles of West Islip, NY, Best Investors lists 287 registered investment advisory firms with 1,004 offices nearby, managing about $15.3T in combined regulatory AUM across 2,869,483 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 Islip

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