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Best financial advisors in Armonk, NY

Registered advisers within 25 miles of Armonk, NY.

Offices
1,987
Firms
1,019
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,964 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INCOME & ASSET ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
WEDBUSH SECURITIES INC.
OSAIC WEALTH, INC.
FARTHER
SETTANNI FINANCIAL LLC
VALARA CAPITAL MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
PINNACLE FINANCIAL SERVICES, LLC
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
STUYVESANT CAPITAL MANAGEMENT CORPORATION
GC COMPANIES ADVISER
FORTERIS WEALTH MANAGEMENT, INC.
TRUMAN CAPITAL ADVISORS, LP

Investors

MICHAEL ERIC ROSELL
FRANK JOSEPH ROMANO
BRADLEY EVAN SILVERMAN
FRANK ANTHONY CALDERONE
JUSTIN ANDREW LAROSA
CHARLES PETER MASSIMI
Derek Anthony Ralston
CATHERINE MARIE NEWMAN
MATTHEW SCOTT NAIDORF
MICHAEL JOHN ORTIZ
CATHERINE MARIE CENSULLO
FRANCIS XAVIER CAPELLA
STEFANO SAFAEI
HENRY WILLIAM BOETTGER
PETER SWANSEN
Joseph Anthony Pezzo
Dennis P Zacharopoulos
JAMES RICHARD KERR
JOHN DAVID BLUMBERG
JACOB SALVATORE FERRARO
GERALD MARTIN MIRRA
JASON DAVID WAXLER
MATTHEW ANTHONY ALFONZETTI
JOSEPH ANTHONY PALUMBO
DAVID VINCENT SETTANNI
VITO COLLACURO
Michael Capuano
DANIEL JOSEPH FERRARA
Maxwell James Loeb
Steven E Bender
ROBERT STEPHEN LOEB
MICHAEL RICHARD BONAMARTE
TIMOTHY GEORGE HUDSON
LESTER MICHAEL WOHL
JAY NEIDER
JEFFREY MILTON BERNSTEIN
JAY WARREN FURST
Brett N Fry

Within 25 miles of Armonk, NY, Best Investors lists 1,019 registered investment advisory firms with 1,987 offices nearby, managing about $22.0T in combined regulatory AUM across 3,253,964 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 Armonk

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