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Best financial advisors in Baxter Estates, NY

Registered advisers within 25 miles of Baxter Estates, NY.

Offices
6,150
Firms
3,712
Combined AUM
$60.0T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,982 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIEMANN CAPITAL LLC
LPL ENTERPRISE, LLC
C & C FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
RGA INVESTMENT ADVISORS, LLC
MODOO STRATEGY LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KUTZ AND COMPANY INC.
J.P. MORGAN SECURITIES LLC
HIGHLAND WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
LEVEL FOUR ADVISORY SERVICES
CITIGROUP GLOBAL MARKETS INC.

Investors

Kaitlyn Eileen Kelly
Peter J Cocolaras
PETER SANOULIS
LISA MARIE PELLITTERI
Kevin Kong
YONG SHENG CHEN
Eric Min Wang
JIAN QI
Chunlong Yang
Thomas JONGHWA Lee
Hao Sheng
Dylan J Rose
ALFRED DILAMANI
JASON MATTHEW GILBERT
John A Foote
GWENDOLYN B WILLIAMS
Steven Andrew Zografos
ANDREW B KUTZ
Chaim Deutsch
DENISE DRAGONETTI
IRA WADE SCHACK
PHILIP IRA WEINISCH
DEBORAH ELLEN OCONNELL
SEAN PEARLMAN
ALEX MARK WEISSMAN
JOHN JOSEPH NAEGELE
JIMMY PETERS
BARRY KEITH DURAND
MARK SCOTT GOPEN
Nicole Maree Mitchell
Claudia J Kim
SUSAN MARGARET MCKENNA
Steven JACQUES Bayardelle
JAMES WANG
JAMES D LEE
LOUIS PAUL ORGERA
BRIAN JOSEPH EARLY
ROSILYN HOFFMAN OVERTON
Richard Joseph Ruiz
Rick Groom
Kyle Julien
Joseph M. Leone
Alexa Martins Paiva
JAMES JOSEPH MANZOLILLO
NARGIS S SATHI

Within 25 miles of Baxter Estates, NY, Best Investors lists 3,712 registered investment advisory firms with 6,150 offices nearby, managing about $60.0T in combined regulatory AUM across 4,720,982 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 Baxter Estates

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