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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

SILVER POINT CAPITAL, L.P.
PIER CAPITAL, LLC
GREYLOCK CAPITAL MANAGEMENT, LLC
WATCHTOWER ADVISORS, LP
CARRINGTON CAPITAL MANAGEMENT, LLC
REEF PASS INVESTORS
SENTINEL ALTERNATIVE ASSET MANAGEMENT, LLC
SPENCER TRASK & CO.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
WOLF HILL CAPITAL MANAGEMENT, LP
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
LABYRINTH CAPITAL PARTNERS
COLTER LEWIS INVESTMENT PARTNERS, LLC
MAIN STREET RESEARCH LLC
CRYPTO NATIVE CAPITAL, LLC
GWN SECURITIES INC.
ROUND HILL CH SPV MANAGER LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

SHEILA LEAH SPICEHANDLER
DANIEL DODDERIDGE
JASON A HOOFNAGLE
ALEXANDER STEVEN MILLS
JENNA SIGNORILE
JOSE HENRY MERCY
MELINDA CAROLINE LAPERT
BETH CUTLER
LAWRENCE BAKER
ANDREW SCOTT PILLARELLA
STEVEN PAUL BELPORT
SANDRA KATHARINA KAPFER
FRANK DUDLEY LAWRENCE
MICHAEL ANTHONY SALIMBENE
ROBERTA PREIS ANDERSON
DAVID SQUIRE
JASON ANDREWS
KATHERINE A WELCH
NANCY FILIPE MEADE
ZACHARY HOYLE
ROBERT SCHAEFER
SAMANTHA CLAIRE BELPORT
Michael Paul Hardy
REBECCA EMMANUELLA SCALA
ANTHONY D'AMBROSIO
JOHN GEORGE ROTANDO
KIMBERLY ANN BENKO
PAOLO M THOMPSON
CHRISTOPHER THOMAS OFFNER
JOHN JOSEPH PASACRETA
SCOTT ROBERT FRIEDMAN
ROSS MICHAEL BAUER
THEODORE YOUNGLING
INGRID DIKMEN
FREDERICK STAUNTON HILL
CHARLES DOMINIC DAYER WILD
THOMAS POVINELLI
Garett Christian Ceraso
NAOMI TANABE
Cameron Joseph McFarlane
Laura Thorne Sousa Farrelly
AVERY TOPKIS
Bazel Walsh Brady
MICHAEL PHILIP WOLSON
Emily Slama
PETER RUGA GENTILE
EDIK ESKANDARIAN
Michael Bucci
Matthew Smith
FRANCISCO JAVIER CABRAL
Ross Mannino
THOMAS DUNCAN MC CANDLESS

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