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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

SILVER HEIGHTS CAPITAL LLC
J.P. MORGAN SECURITIES LLC
LATITUDE ADVISORS, LLC
TRUFTON INVESTMENT MANAGEMENT, INC.
TD PRIVATE CLIENT WEALTH LLC
EQUITY SERVICES, INC.
ONEDIGITAL
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FOREPONT CAPITAL LLC
COMMONWEALTH FINANCIAL NETWORK
KINGSWOOD WEALTH ADVISORS, LLC
SUMMIT FINANCIAL, LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.

Investors

Peter C Schimmel
BRANDON ALEXANDER GREENE
ALAN D WINTER
MICHAEL JEFF
CHRISTOPHER MICHAEL WOLT
Michael David
KEITH GARDNER
VIKRAM KUMAR
ELIZABETH DOW
ANDREW TEICHMAN
Benjamin Gonsier
Kevin Bajana
ROBERT GIUFFRIDA
PHILIP SALO
SPYRO ATHANASOULIAS
RYAN WILLIAMS
TIMOTHY FREDERICK WEBER
JOHN JOSEPH CUNNINGHAM
HEIDI LEE SIDLEY
Shunly Wang
GEORGE GARY ELKIN
MICHAEL ANTHONY BOCCIO
GREG J SELG
DIANA W YANG
Yangang Zha
Di Lu
Jiayu Huang
Katrina C. Luca
LINGHSIANG HUANG
Jiarui Li
Shengying Li
RICHARD PETER ADLER
BRUCE IRA GREENBERG
George L Rioseco
Nicholas E Simini
Michael Caputo
ANTHONY P LONGOBUCCO
C Risque Michael Downes
Michael Nelson
Daniel Sirota
Erik Mark Vietz
MARY JANE VOLFSON
Dominick Curra
PATRICK RYAN HENRY
ADAM HANDALY
CHRISTOPHER THOMAS FOSTER
Crista Tucker
David Munoz
STEPHEN HOWARD GOLD
RYAN NICOLAI WINGER
KIMBERLY ANN FERRY
AVIDEH SAFAEI
Melinda Cloobeck
Peter Lennon
Nevena Vatachka
NATALYA MURAVCHIK
David Kaplan
HAROLD LOUIS REINSTEIN
Michael Gogliormella
Pascale Hainline
Marisa L McCallum
Shaun Philip Waylonis
COURTNEY BOSI
Kelly Barker
STEPHEN MALFITANO
Michael B Hershey
James G Dempsey
Rochelle Schaeffer
Sharon Leathem
Erika Disador
Amanda Jean Rosinski
Katherine Stewart
Oleg Zubarev
Lila Verity Stoddard
Aidan Vincent Donnelly
Jessica Jane Rooney
EDWARD GARY HELLER
CARMINE FILIPPONE
Gerard Gatto
Nicholas Margiotta
Mercedes Paula
Victoria S. Villodas
Timothy Hanson
Hiral Ravindra Shah
Jim J. Akasala
HEDAYATULLAH EDDIE NABIEL
RANDY SCOTT BERNSTEIN
Thomas G. Beckley
Esther Ivette Rodriguez
Evan A. Maroney
Janice Mercado Ponce
Jason Wong
Anthony Michael LoCasto
Eugene G Mosca
Elizabeth Mary Mariconda
Joseph S. Cullen
Brittney Alexis Robinson
Kyle Brandstetter
Gabor I Fogarasi
Paul Ippolito
Maria Castellon
Christopher Matthew Killip
KIEL CAMKEN
Rocco Donofrio
Gabriel Carvalho
Fernando A Remigio
Klea Pula Chaker
Yamelyn E Asencio
Kevin Kennedy
SANDRA LYNN SPENCER-FLORCZYK
Peter Spoto
Kenneth Simon
Kathleen R Bigelow
Keegan R. Ryan
Stacie Spedding
Vincent Villodas
Corinne B Kurtz
Manvir Singh

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