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Best financial advisors in Westhampton Beach, NY

Registered advisers within 25 miles of Westhampton Beach, NY.

Offices
173
Firms
58
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,643,097 clients when Item 5C has a number
Avg / client
$3.94M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
FOREFRONT
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
FLEXINCOME FUND
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PECONIC ASSET PLANNING
SPRUCE POINT CAPITAL MANAGEMENT, LLC
MORGAN STANLEY
EAST END FINANCIAL GROUP, INC.
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT

Investors

CHARLES MCCANN
Michael James Schmid
MELISSA MURPHY PAVONE
AMY ELIZABETH WILCOX
Scott Francis Ricca
CORINNE CECILIA HEANEY
NANCY BETH KAYEKIRSCH
BRIAN PATRICK NYDEGGER
David Jerome Willmott
Kelli-Ann Lanino
Nicholas Philip Toscano
Ryan Joseph Cooper
GILBERT ALAN CARDILLO
Scott Pluschau
LANIA KATHLEEN CROSS
PANAYOTA PATRICIA DELUCA
CINDY E HUBBARD
Philip Scaglione
JAMES DUFFY
TIMOTHY JAMES BOURKE
DONNA ANN WESS
FRANK STEVEN MARINACE
LAURA ANNE FENNELL
LISA M SCIUTO
GISELE KIROLOS
PRESTON SCHOENFELD
Lauren Parente
MICHAEL RAYMOND SCHWENK
MICHAEL T MCCARRICK
JOSEPH M JAMISON
COLLIN E BEARDSLEE
Kasten Randolph Carter
STEPHANIE K BROWNE
Jorge Torres
JOANNE JACOBS-PERKINS
VAL TRACY FRANKLIN
LOUIS JAMES ARDITO
STEPHANIE ANNE ZAYICEK
PAIGE ELENA BENTZ
Christopher J Mauceri
SUSAN ELWELL PALMER
KENNETH FRANKMAN
LISA JILLIAN ZARRO
THOMAS KEVIN BOURKE
LEILA SIMOES PINTO
SCOTT I STEINBERG
THOMAS EDWARD MCCARRICK
MARY BERNADETTE LAFEMINA
JACK FRANCIS KOSINSKI
JEFFREY RICHARD CONNOLLY
JOSEPH JOHN KOSINSKI
MARK ANDRE POITRAS
Yong Hui Kim
Tyler Conway
Cassandra Lynne Gibson
CATHERINE ANN TURK
ROLAND FRANCIS DRISCOLL
Kevin A Yanza
BRIAN ROBERT REYNOLDS
MARC ALAN SILVERSTEIN
KEITH JEFFREY MAEDER
Kerri Ann Biondo
Scott Andrew Neuberger
STEPHEN WARREN MURRAY
Robert CHARLES Ward
MICHAEL T LAGNESE
Thomas Anderson
Agne Rakauskas
Kristina A Clemenz
CARL PETER NEUBERGER
JEFFREY DAVID WORTHINGTON
NICOLE SUZANNE CASAMASSA
EUGENE CHRISTENSEN
THOMAS ANDREW LEONARD
Whalter A Ponce

Within 25 miles of Westhampton Beach, NY, Best Investors lists 58 registered investment advisory firms with 173 offices nearby, managing about $10.4T in combined regulatory AUM across 2,643,097 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 Westhampton Beach

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