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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

PARK AVENUE SECURITIES LLC
BRUDERMAN PRIVATE WEALTH
PLATFORM TECHNOLOGY PARTNERS
URSULA MANAGEMENT, LLC
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
WELLINGTON SHIELDS & CO., LLC
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
RAYMOND JAMES & ASSOCIATES, INC.
BUCKRAM SECURITIES LTD
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WOODSTOCK WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.

Investors

CHRISTOPHER A KOOPMAN
Anthony Francis Mammano
CHRISTOPHER VOLBERG
JOHN RYAN
Sean Michael Paton
Noah Andrew Kowalewsky
ANTHONY G BIANCHI
MICHAEL Anthony RADOVICH
NICHOLAS VICTOR LIMONGELLI
VANESSA AULESTIA
Brandon David Goldberg
JOHN A LIMONGELLI
RICHARD A BELLOFATTO
PETER M MAINO
MARK STEVEN ZIAS
NICHOLAS JAMES PETRUCELLI
Bryan Thomas Carlucci
STEPHEN BRIAN FALGOUST
JAMES MATTHEW BRUDERMAN
ROBERT WILLIAM BRUDERMAN
John James Litke
MATTHEW RYAN SEGAL
Joseph Drew Spina
Patrick Kirley Moran
Nathaniel Turner Simkins
JEFFREY FILONE
PATRICK MICHAEL VAN ROTEN
MATTHEW S SHAPIRO
Stephen James Nicholas
JOHN PETER KELLY
JAMES EDWARD FAHEY
KEITH AARON BUTLER
Kerry Frances Rothemich
ALEX JOHN ROHMAN
ROSALIND ANNA MOUZOURIS
James Kevin Pryor
Sotirios Vangelatos
PETER PHILIP DEBUONA
ROBERT L SCHAEFER
ERIC MATTHEW FILIPPONE
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
Lucas Zelehowsky
NAEEM SEMERKANT
EMILIANO D PADILLA
Fabio Patrick Purita
SCOTT DARREN FESSLER
DIVPREET KAUR
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI
John Zupka
HARRY CHARLES KATZ
KLARA MURATOVA
DAVE HENRY
JOSE MORALES
CORDEL EVAN BRYAN

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