Best Investors Account Sign in

Best financial advisors in Woodbury, NY

Registered advisers within 25 miles of Woodbury, NY.

Offices
2,326
Firms
1,011
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,449 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SA ASSET MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
MG PLANNING SERVICES, INC.
TRIDENT ADVISORS LLC
SPIELBERGER & BROOKS, INC.
KESTRA ADVISORY SERVICES, LLC
HERITAGE ADVISORY LLC
RAYMOND JAMES & ASSOCIATES, INC.
PLATFORM TECHNOLOGY PARTNERS
ARKADIOS WEALTH ADVISORS
LPL ENTERPRISE, LLC
MAXIM FINANCIAL ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FUSION FAMILY WEALTH, LLC
MML INVESTORS SERVICES, LLC

Investors

IRVING THOMAS LEE
Cole Benjamin Block
ANIRUDH D SULIBHAVI
Justin L Wasserman
Lisa J Kielmeyer
James Michael Sanacore
Thomas P. Schilling
LAWRENCE EDWARD ANDERSON
Joseph Sabia
MARILYN CANNATA STEFANS
DONNA MARIE STEFANS
THOMAS WILLIAM BRUCIA
Philip B. Goldfarb
JUSTIN BEER WEINTRAUB
GABRIEL GERARD TESSAR
RICHARD WEBSTER KIDD
EDWARD PATRICK FLYNN
ROBERT JOHN DEMELFI
JONATHAN SHENKMAN
Christopher Ryan Halvey
Thomas Joseph Fanning
ARTHUR J SPRINGER
JOSEPH BARTUMIOLI
MATTHEW IAN WARSHAW
BRIAN THOMAS CAIN
JOHN F GORMAN
JOAN MARIE FERRARA
STEVEN PATRICK WHELAN
PATRICK MICHAEL VAN ROTEN
Stephen James Nicholas
JEFFREY FILONE
MATTHEW S SHAPIRO
Robert J Tirrito
Scott Peter Mullady
GAURANG BHAILAL PARIKH
SCOTT ROCHLIN
SALVATORE ANTHONY FRADELLA
ANDREW THOMAS GROSSMAN
KENNETH RICHARD MCDONALD
GERALD BRUCE FERSHTMAN
LARRY DAVID MAZZONI
RONALD MARK BIRNBAUM
ROGER JOSEPH SCHILLING
JONATHAN RUSSELL BLAU
JEFF SCOTT BLICK
JAMES FRANK CLOUDMAN
BRETT DOUGLAS STANTON
HARVEY LEE RADLER
JEFFREY RICHARD SILVERMAN
FRANK CRANWELL BAIRD
TREVOR WILLIAM MACMEEKIN
Robert Rosenberg
Jonathan Nassimi
Ryan MacDonell
Joseph Moore
CRAIG PALOSCIO
GARY PETER RANFTLE
ROBERT GARY DIAMOND
MELISSA MARIE REALI
SAMANTHA CLARK
SCOTT LAFFIE
RORY JORDAN ZIPPER
SCOTT JORDAN KOHEN
PAUL MICHAEL SINALY
EVAN N ROGDAKIS
Jordana Barnett
James Corgan
CHARLES THOMAS CIRAVOLO
ROBERT PRUSIEWICZ
ANDREW SANBORN
Joseph Patrick Kazlau
GREGORY ALLEN BLUM
ERIC MICHAEL FLOWERS
JENNIFER JOANNE LANIGAN
MICHAEL MONTUORI
MICHAEL PAIN
MICHAEL EDWARD MONTAGNINO
BRETT GOLDBERG
EMILY MING GUNSTON
ANDREW SALVATORE VALLONE
MICHAEL STEVEN KINSTLER
CRAIG ANDREW GOLDBERG
EDWARD SCOTT GOLDFARB
STRATIS PAUL ZAFERIOU
JONATHAN HOWARD ZUCKER
ROBERT JOSEPH FUSARO
Gifford Lee
CHARLES JOSEPH MARGIASSO
BRENDAN MICHAEL REYNOLDS
SHARIQ TABREZ ALI
PAUL ANTHONY ZAFERIOU
Giananthony Damasco
NICOLE LARA KINSTLER
ELISE RUTH KERN
SALVATORE JOHN VALLONE
JONATHAN NEIL POLAKOFF
CHARLES KENT LADENHEIM
THEO ZAFERIOU
MATTHEW JAY KUTCHER
Ann Michele Vitale
MICHAEL WILLIAM ARABIO
MARK STANLEY BRELLIS
KYLE PABLO O'KEEFE
PAUL S ZAFERIOU
DENNIS MICHAEL CUNNINGHAM
ANTHONY LOUIS SACCO
JOHN JOSEPH FUSCHILLO
LAWRENCE GIAMBALVO
JAMES JOSEPH MURPHY
DAVID DAVID PELTON
ROBERT EVAN ALPERT
GARY R. CARRUTHERS
DANIEL CROWE
GLEN SCOT SHER
DOREEN KRAMER
PHILIP FRANK BASILE
KATHRYN ANN ACER-RICHARD
Michael Jeshiva
ARNOLD LAWRENCE HOCHSTADT
INDIRA LOWE
Yasin Halimi

Within 25 miles of Woodbury, NY, Best Investors lists 1,011 registered investment advisory firms with 2,326 offices nearby, managing about $21.4T in combined regulatory AUM across 3,251,449 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 Woodbury

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM