AdvisorCensus / Financial advisors / New York / New York, NY / LPL Financial LLC
Financial advisors in New York, NY using LPL Financial LLC
23 SEC-registered investment advisory firms headquartered in the New York, NY metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abner Herrman & Brock, LLC | Jersey City | SEC-registered investment adviser | $1 billion to $5 billion |
| Advisors Capital Management, LLC | Ridgewood | SEC-registered investment adviser | Over $5 billion |
| Atlas Private Wealth Advisors | Red Bank | SEC-registered investment adviser | $500 million to $1 billion |
| Equitable Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Flynn Zito Capital Management, LLC | Garden City | SEC-registered investment adviser | $500 million to $1 billion |
| Fortis Group Advisors LLC | Westwood | SEC-registered investment adviser | $500 million to $1 billion |
| Hudson Companies | Pearl River | SEC-registered investment adviser | $25 million to $100 million |
| Leicht Financial Planning and Wealth Management | Parsippany | SEC-registered investment adviser | $100 million to $500 million |
| Manhattan Wealth Management Group | New York | SEC-registered investment adviser | $100 million to $500 million |
| Meadowbrook Wealth Management, LLC | Garden City | SEC-registered investment adviser | $100 million to $500 million |
| Onepoint BFG Wealth Partners | Parsippany | SEC-registered investment adviser | Over $5 billion |
| Paradigm Investment Advisory, LLC | Bridgewater | SEC-registered investment adviser | $100 million to $500 million |
| Paradigm Wealth Advisory LLC | Bridgewater | SEC-registered investment adviser | $100 million to $500 million |
| Private Advisor Group, LLC | Morristown | SEC-registered investment adviser | Over $5 billion |
| Prospect Financial Services LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Rockline Wealth Management LLC | Islip Terrace | SEC-registered investment adviser | $500 million to $1 billion |
| South Street Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Stage Wealth Management, Inc. | Hicksville | SEC-registered investment adviser | $100 million to $500 million |
| Talisman Wealth Advisors, LLC | Mountainside | SEC-registered investment adviser | $100 million to $500 million |
| Taurus Financial | Jersey City | SEC-registered investment adviser | $100 million to $500 million |
| The Pinnacle Financial Group | Rockville Centre | SEC-registered investment adviser | $1 billion to $5 billion |
| The Wealth Boutique | Chester | SEC-registered investment adviser | $100 million to $500 million |
| Vision Retirement | Ridgewood | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in New York, NY using LPL Financial LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/lpl-financial https://advisorcensus.com/advisors/ny/new-york/custodians/lpl-financial