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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

B. RILEY WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
ARCAP PARTNERS LLC
LEGACY EDGE ADVISORS
J.P. MORGAN SECURITIES LLC
FINANCIAL BOSS
CITIGROUP GLOBAL MARKETS INC.
OSAIC WEALTH, INC.
COVE PRIVATE WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STRONGHOLD CAPITAL PARTNERS LLC
OSAIC INSTITUTIONS, INC.
STRATEGIC ADVISERS LLC

Investors

FRANK LOUIS NARGENTINO
ROBERT ALLAN MANN
THOMAS JOSEPH MURRAY
ANDREW BARRY GROSSMAN
Steven Frank Schiebelhuth
PAUL LOUIS SCHIEBELHUTH
MARK B LEVITCH
TODD HOWARD GLENN
ALEXANDER SALEM
BRYAN TRUGMAN
Michael Adam Zaidman
Kyle Piechucki
Robert Cesar Diaz
ERIC DAVID DIECKHOFF
HARRY ARMON
JASON SEAN KASS
CHARLES HENRY WHITMAN
KAREN RANDY FILLER
SCOTT JASON ISRAEL
KENNETH DAVID DENICOLO
Lutelles Lindley White
THERESA ANN BILELLO
TIMOTHY JOHN SOMMER
HUI YAO KELLY LIN
KEVIN MARSHALL BROOKS
Collin Roy Church Glover
ROBERT PAUL MARRONARO
ROBERT FRANCIS ROM
NEIL FERRENTINO
GRIFFIN PATRICK WAGNER
Anthony Joseph Zizzamia
JUSTIN ALEXANDER BELKIN
CHRISTOPHER MEZZASALMA
DAVID Y SKUROWITZ
Thomas Joseph Geneva
JOSEPH JOHN GENEVA
Michael David Mines
PETER JOHN BURKLY
JOSEPH CARMELO CAPEZZA
Jeffrey John Whalen
Lori B Jackson
NED M MARZIGLIANO
DANIEL MICHAEL SANBORN
VICTOR Luis ZAYAS
MICHAEL CARACAPPA
YAJAIRA VARGAS
SABRINA LIN
JULIA NICOLOSI
MATTHEW TESORIERO
ROBERT P. GILCHRIST
CHRISTOPHER M. CIERSKI
ANTHONY WALIA
KAYLA M WATTS
JAKE BILLELO
Jesse Whitsit
RACHEL WEISSMAN
ALEX D. OLTEANU
AIDAN TARNOWSKI
THOMAS JAMES MCGUIRE
WILLIAM BARBACCIA
LISA REDDO
STEPHEN RICHARD MASTINO
DONALD A CANADE
STEVEN BUFFARDI
GAVIN FEE
RAQUEL PAZMINO-COFF
KEVIN L. PODELL
CAMERON RUSS
HARKARAN S. KUMAR
LINDA ZIMMERER
JOSEPH ROBERT NOSWORTHY
MATTHEW BROWN
NICHOLAS JOSEPH SCOZZARI
JONATHAN COOPER
LUCIA CIRAOLO
HUGHROY DALEY
DANIEL ZIMON
LYNNE WHALEN CALABRO
NICOLE SAPIENZA
JAMES WEINBLATT
TYLER DAUBLE

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