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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

ROCKLINE WEALTH MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
FIFTH THIRD WEALTH ADVISORS LLC
BROWNSON, REHMUS & FOXWORTH, INC.
KANE ASSET MANAGEMENT, LLC
CITIZENS PRIVATE WEALTH
THE CAPITAL PRESERVE, INC.
MARTONE CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINE WEALTH SOLUTIONS, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE CAPITAL ADVISORS, INC.
MORSE ASSET MANAGEMENT, INC.
TALSON CAPITAL MANAGEMENT L.P.
PRIVATE CAPITAL STRATEGIES, LLC
PRIVATE CAPITAL ASSET MANAGEMENT LLC
UPLIFT

Investors

NICHOLAS ANTHONY COLUZZI
Salvatore Licata
GABRIEL MICHAEL GALLANTE
Connor James Mushorn
MARK BENNETT ROSE
THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle
Luis F Fernandes
RAYMOND DENIS HEGARTY
DENISE McGinnis
Brendan Haynes
STEPHEN JAMES LAFORTE
TOBIAS M TOLINO
Robert A Varriano
RICHARD TINO SUAREZ
GEORGE PHILIP GIPP
Jeffrey Francis Cowley
Jeffrey James Egizi
Jonathan Bennassar Soto
MATTHEW RUFFALO
BRIAN FURLEITER
Jerald J Halverson
WILLIAM ANTHONY MARTONE
Daniel B O'Dowd
Leah Elizabeth Palladino
Austin Ray Hicks
Christopher Gerard Fahey
Bart Francis DiChiaro
DOUGLAS ALLAN LIPMAN
ROBERT HENRY FREIREICH
Leon Z Yuan
MICHAEL D HANS
ROY CORR
JEFFREY ALAN SUTTON
GIANNI DIFROSCIA
Paul Arbeit
Michael Brennan
DANIEL GRIJALVA
Geancarlo R Cardenas
Steve Kim
Leonel Hernandez-Navarro
MATTHEW CHASE ANDREWS

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