Best Investors Account Sign in

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

SCOPUS ASSET MANAGEMENT, L.P.
CLEARDUSK MANAGEMENT LP
SLATE PATH CAPITAL LP
MARKSON MANAGEMENT, LLC
C-III INVESTMENT MANAGEMENT LLC
ASSURED HEALTHCARE PARTNERS LLC
WILLIAMS JONES WEALTH MANAGEMENT, LLC
ISLAND INVESTMENT MANAGEMENT LLC
MILLER INVESTMENT MANAGEMENT, LP
GUGGENHEIM INVESTMENT ADVISORS, LLC
PELHAM S2K MANAGERS, LLC
GUGGENHEIM ASSET-BACKED FINANCE COMPANY, LLC
GUGGENHEIM PRIVATE INVESTMENTS, LLC
MADRYN ASSET MANAGEMENT, LP
GUGGENHEIM INVESTMENTS
5C ADVISOR
5CLP ADVISOR
EXOME ASSET MANAGEMENT LLC
PACT
HG VORA CAPITAL MANAGEMENT, LLC

Investors

FRANCO GIOVANNI AGAPITO
Evan Michael Binder
OTHILLA TARA NOWAK
Karen Yuen Ma
SIDNEY F. GOUDIE
THOMAS HASKELL MACCOWATT
WILLIAM PICKERING JONES, JR.
MAUREEN CLANCY TOMPKINS
DAVID ALLAN ROSENFELD
David Evan Goldberger
HENRY AUGUSTUS WILMERDING
MALCOLM LAUDER MACPHERSON
J. DOUGLAS KELLY
JOSEPH BERGAMO GHIO
KYLE JOSEPH EAGER
PATRICK MICHAEL KENNY
BARBARA ANN TARMY
JOHN JOSEPH EAGER
JOHN BLAIR CUMMINGS
NANCY LEE KOKOLJ
Daniel Joseph Harnish
Suzanne Stone
JAIRO NAHUEL CIPOLLA
CHRISTOPHER WILLIAM TAFFE
CHRISTOPHER ZANE COSANTINO
CATHERINE JUNELL NETTLES
Kevin Truckly
Houston Stevana Jarvis
ANTHONY PIAZZA
ANTHONY JOSEPH SENDRA
JOHN FREDERIC CHISHOLM
WILLIAM F BLATTNER
Matthew Petrizzo
RYAN THOMAS CUSHING
MATTHEW V BUCCIGROSSO
DRU FRANCIS GIRARD
JONATHAN DAVID PANOSH
ADAM JOSEPH GODLEWSKI
Usman Rahman Khan
PETER CARSON SLOAN
CHRISTOPHER GEORGE BRADLEY
CHRISTOPHER VITO PARISI
PETER VLAGOS
NICHOLAS DANIEL ORSI
Johnson Asase Jr
Alison Anne MacArtney Webster
JACOB CHARLES SCHULTZ
GERI HERRO
LAUREN ASHLEY ANDERSON
Michael Hoare
TYLER N TUMPANE
Nicholas Paul Zelenika
ANNMARIE WOODS
Emma Oaks
Richard G Jaeger
Zachary Kozlowski
Portia Osuch

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