Best Investors Account Sign in

Best financial advisors in Baldwin Place, NY

Registered advisers within 25 miles of Baldwin Place, NY.

Offices
1,433
Firms
826
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,159,526 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
WEISS FINANCIAL GROUP LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
SPANO ADVISORY SERVICES INC.
KEY INVESTMENT SERVICES LLC
CARMINUCCI WEALTH MANAGEMENT
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES

Investors

Nicolette Thibault
Raymond John Passero
KEITH D WEISS
SCOTT G WEISS
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
JOSEPH JOHN MARINO
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
RAY V SPANO
Krishnan Harihara
MICHAEL RICHARD CARMINUCCI
John Dacey
Robert Weinberg
James M. Sbarra
BRANDON C MARGOLIS
MARK FIDELIO
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO
PATRICK JOSEPH DEVANEY
Jonathan Leigh Glaser
Liang Wang
JOHN RALPH NATALO
Paul Koerner
Benito Moneta

Within 25 miles of Baldwin Place, NY, Best Investors lists 826 registered investment advisory firms with 1,433 offices nearby, managing about $20.8T in combined regulatory AUM across 3,159,526 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 Place

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