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Best financial advisors in Baldwin Harbor, NY

Registered advisers within 25 miles of Baldwin Harbor, NY.

Offices
4,964
Firms
3,088
Combined AUM
$57.4T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,715,064 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

AIMCDONNAUGH & CO. INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
B. RILEY WEALTH ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE PINNACLE FINANCIAL GROUP
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
BAYRIDGE FINANCIAL GROUP, INC.
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

ANDRE IAN MCDONNAUGH
MOHAMED NDIAN KEITA
DWIGHT ONEAL FULTON
KARIM K HARRELL
MARTIN ANTHONY CONNOR
Mathew George Callaghan
SADHNA MALIK
Linsey D Mills
Zachary Eisner
Rafael Ceara Almodovar
VERNON BLUGH
Oscar Alexi Escobar
Kathleen Ortiz
Gabriel Rolando Siri
MARIA G MERINO
Mary Tonie Rose Canieso
PETER DICKENSON
MICHELLE CADET PERONNEAU
JENNY ALEXANDRA ESCOBAR
KENRICK LEROY DOOKRAM
THOMAS ALFRED BOATSWAIN
BLAKE HUNLEY SPENCER
THOMAS MUSTO
JOSEPH DONALD ESPOSITO
LEONARD FRANCIS MARZIGLIANO
CHRISTOPHER CORNETT
RICHARD CHARLES LAHN
FALGUN JARIWALA
TIMOTHY MAHONEY ARCHARD
RENEE DANIELLE WILLETT
GEORGE P FOLIAS
CRAIG MATTHEW HASSEL
NICHOLAS IOCCO
PAUL IRWIN KLEINBERG
BONNIE LAURINO
JOHN MICHAEL RASCHELLA
JOSEPH TYLER ESPOSITO
GREGG S SCHRIRO
MARK RUDY RAGHUNANDAN
DOUGLAS OMAR RAMIREZ
Brian John Ramrup
KEVIN WILLIAM CASSIDY
SHANE HAROLD SIEDERMAN
JASON J VAGLIO
MEGAN DONNELLY
SHIRAZ SYED ZAIDI
GARDI GILLES

Within 25 miles of Baldwin Harbor, NY, Best Investors lists 3,088 registered investment advisory firms with 4,964 offices nearby, managing about $57.4T in combined regulatory AUM across 4,715,064 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 Baldwin Harbor

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM