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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

GREENLAND CAPITAL MANAGEMENT LP
NORTHERN TRUST INVESTMENTS, INCORPORATED
CENTRAL FAMILY ADVISORS, LLC
SADDLEROCK CAPITAL MANAGEMENT LLC
MANHATTAN WEALTH MANAGEMENT GROUP
JONES ROAD CAPITAL MANAGEMENT, L.P.
LEONARD B. FAY CPA
LNW
LPL FINANCIAL LLC
MPWM ADVISORY SOLUTIONS LLC
CETERA INVESTMENT ADVISERS LLC
BLACKSTONE ASSET BASED FINANCE ADVISORS LP
BLACKSTONE LIQUID CREDIT ADVISORS I LLC
BLACKSTONE PROPERTY ADVISORS L.P.
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C.
BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C.
CT INVESTMENT MANAGEMENT CO., LLC

Investors

BRIAN MICHAEL FINNEGAN
KENNETH H LASSNER
Peter Zabiegala
ROBERT STEPHEN EATON
Isabel Machlin
LANCE DOUGLAS VEGNA
GUSTAVO ANDRES RUSSO
MARCELO ANTONIO MENDOZA
Edgar Ramirez
MATHEW TODD GOLDBERG
LEONARD BARRY FAY
Megan Valerie Tom
AGUSTIN HERNANDEZ
BRYAN Soo Saeng CASS
MATTHEW Henry KOLAKOWSKI
CAMERON EDEN RIBLER
Scott Kulwin Dresser
ADAM ROSS LEVY
Nicholas Troia

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