Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Farmingdale, NY

Every SEC-registered investment adviser representative at a firm office in Farmingdale, with the firms that employ the most of them.

68 registered advisors work in Farmingdale; the most are at Pfs Investments Inc. (28). 5 list the CFP designation and 60 are also registered broker representatives.

Firms with the most advisors in Farmingdale

FirmAdvisors in Farmingdale
Pfs Investments Inc.28
LPL Enterprise, LLC news8
Cetera Investment Advisers LLC news4
Connective Wealth Partners, LLC4
Osaic Wealth, Inc. news4
Financial Advisor Network, Inc.3
J.P. Morgan Securities LLC news2
Northwestern Mutual Investment Services, LLC2
Private Advisor Group, LLC2
Brookstone Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Citigroup Global Markets Inc. news1
Edward Jones news1
Empower Advisory Group, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Prospect Financial Services LLC1
Sentinel Pension Advisors, LLC.1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Farmingdale, A to Z

CFP advisors in Farmingdale →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in Farmingdale, NY?

68 investment adviser representatives are registered at firm offices in Farmingdale, New York, according to the SEC's Investment Adviser Public Disclosure records. 60 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Farmingdale?

Pfs Investments Inc., with 28 registered advisors in Farmingdale, followed by LPL Enterprise, LLC with 8.

How do I check a financial advisor in Farmingdale?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.