Best Investors Account Sign in

Best financial advisors in Williston Park, NY

Registered advisers within 25 miles of Williston Park, NY.

Offices
5,908
Firms
3,632
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,973 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
PRESCOTT, ADAMS AND GROUP INC.
SANTANDER SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
EQUITABLE ADVISORS, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
ARMADALE ASSET MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
WANK & LIPTZIN ADVISORY SERVICES LLC

Investors

THOMAS MAURICE ROONEY
DAVID IRWIN JACOBS
SHAHID ALI SYED
MATTHEW BRUCE SCHECHNER
Noah Henry Maman
JOSEPH JOHN MARINO
Panagiotis Peter Ermogenous
Alexa Martins Paiva
JAMES JOSEPH MANZOLILLO
NARGIS S SATHI
VINCENZO CESARE
ANGELICA ROEBLING VAN PELT
ALDO VERRELLI
JASON M BIMONTE
LOUIS SPARACINO
OLIVER KIM
RILEY EMERSON MCBRIDE
Michael Guiliano
Kaitlin Martinez
Daniel Farrell
Daniel Joseph Salsberg
KRISTOPHER CERCIELLO
KIMBERLY RUVOLO
Gina Andersen
Thomas P. Schilling
Ying Ju Lin
Robert Worlow
Christine Amanda Persaud
Andrew N. Rose
Nicholas Meyer
Kwok Keet Foo
Kyle Kochevar
Sabrina Catapano
Nicholas Milvid
VLADISLAV BOBKOV
Albert Yeh
Sunpreet Singh
Angela Maria Saladino
JEANANN M LELLA
Matthew Holquist
Tiffany Ge
Sybil T. Schaffrath
Ryan Hickey
William Joop Mitchell
FRANK ANTHONY MASTROMAURO
Rachel Gittens
Isaac Zacharia
Kevin R. Alexander
Girard Henry
RHONA LIPTZIN

Within 25 miles of Williston Park, NY, Best Investors lists 3,632 registered investment advisory firms with 5,908 offices nearby, managing about $59.7T in combined regulatory AUM across 4,720,973 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 Williston Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM