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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in New York

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in New York, by city and A to Z.

The short answer

619 registered advisors work at Osaic Wealth, Inc. in New York, out of 7,287 nationwide; it's the firm's number 2 state by advisors, and the most are in Melville (46). 104 list the CFP designation and 617 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in New York

Every firm in New York →

Melville 46Rochester 40Amherst 31New York 30Hauppauge 27Williamsville 26Brooklyn 20Jericho 19Garden City 18Pittsford 16Holbrook 15Syracuse 11Victor 11Buffalo 10Manhasset 10Clifton Park 9Goshen 7Orchard Park 7Uniondale 7Utica 7Fairport 6Smithtown 6Beacon 5Port Jefferson Station 5Washingtonville 5Albany 4Farmingdale 4Lancaster 4Massapequa 4Penfield 4Rockville Centre 4Saratoga Springs 4Webster 4West Seneca 4Astoria 3Babylon 3Binghamton 3Brewster 3Dix Hills 3East Amherst 3Floral Park 3Huntington 3Islandia 3Jamestown 3Long Beach 3Malta 3Middletown 3Mineola 3Mount Kisco 3North Syracuse 3Northport 3Poughkeepsie 3Tarrytown 3Vestal 3Amsterdam 2Bellmore 2Clarence 2Commack 2East Hampton 2Elmsford 2Forest Hills 2Kent Lakes 2Lake Placid 2Long Island City 2Lynbrook 2Mamaroneck 2Medford 2Middleport 2Mt Sinai 2N Tonawanda 2New City 2North Bellmore 2Nunda 2Pearl River 2Pelham 2Perry 2Peru 2Plainview 2Rocky Point 2Scarsdale 2Suffern 2W. Amherst 2White Plains 2Armonk 1Auburn 1Bayside 1Belle Harbor 1Bellport 1Bethpage 1Bronx 1Cheektowaga 1Cicero 1Clifton Springs 1Dannemora 1Deer Park 1Depew 1East Aurora 1East Norwich 1East Patchogue 1Flushing 1Gansevoort 1Geneva 1Great Neck 1Hampton Bays 1Harrison 1Hawthorne 1Herkimer 1Islip Terrace 1Katonah 1Kingston 1Lakewood 1Lockport 1Locust Valley 1Manlius 1Marietta 1Mattituck 1Merrick 1Mount Sinai 1Nanuet 1New Windsor 1New York Mills 1Newburgh 1North Tonowanda 1North Woodmere 1Oswego 1Ozone Park 1Penn Yan 1Pine Bush 1Plattsburgh 1Port Washington 1Queens Village 1Queensbury 1Randolph 1Ridge 1Ridgewood 1Riverhead 1Rye Brook 1Sag Harbor 1Saint James 1Seaford 1Setauket 1Shrub Oak 1

Osaic Wealth, Inc. advisors in New York, A to Z (first 500 of 619)

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Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 820Florida 452Texas 380Arizona 363Ohio 315Pennsylvania 312Wisconsin 300Minnesota 292Michigan 278Illinois 237New Jersey 225North Carolina 174Massachusetts 153Virginia 153Indiana 148Maryland 143Georgia 139Nebraska 136Tennessee 121Iowa 116Missouri 116Washington 112Colorado 109Kansas 98Connecticut 91Oregon 85South Carolina 71Oklahoma 66Alabama 65Kentucky 61Louisiana 57Utah 56Hawaii 55Montana 44North Dakota 39South Dakota 38Idaho 32New Hampshire 32Delaware 29Rhode Island 23Nevada 21West Virginia 18Mississippi 16Arkansas 15New Mexico 15Alaska 11Wyoming 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in New York?

619 investment adviser representatives are registered at Osaic Wealth, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 at the firm nationwide. 104 list the CFP designation and 617 are also registered as broker representatives.

Where in New York does Osaic Wealth, Inc. have the most advisors?

Melville, with 46, then Rochester (40). Osaic Wealth, Inc. has advisors in 142 cities in New York.

How do I check a Osaic Wealth, Inc. advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.