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Best financial advisors in Bay Terrace, NY

Registered advisers within 25 miles of Bay Terrace, NY.

Offices
6,086
Firms
3,653
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,921 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

GAGNON SECURITIES, LLC
ARNHOLD LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PELICAN BAY ASSET MANAGEMENT, INC.
ALTARIS, LLC
MUDRICK CAPITAL
VIRTUS INVESTMENT ADVISERS, LLC
ACCRETIVE, LLC
THIRD PRIME CAPITAL MANAGEMENT L.P.
ABINGER PARTNERS LLC
HILBERT 8, LLC
ACORN CAPITAL ADVISORS, LLC
CIRCLE ADVISERS INC
TRIBUNE INVESTMENT GROUP
WASSERSTEIN MANAGEMENT, LP
STONE TEMPLE PARTNERS LLC
HEADLANDS CAPITAL
PHOENIX INVESTMENT ADVISER LLC

Investors

JAMES MATTHEW CAPPELLO
Gabrielle Rosenfeld
JOHN PETER ARNHOLD
TIMOTHY LEE TABOR
JEFF WERNER
Spencer Richard Lee
MARK JOSEPH REISMAN
Reny Mathew
Everard Bisnauth
CARSON PAUL BIDAWID
Patricia E. Eiden
ERIC SCOTT BLOCK
JEFFREY MARC GOLDEN
RICHARD LEROY SENDELL
CHARLES SURIN MARTIN
THOMAS BAXTER MARTIN

Within 25 miles of Bay Terrace, NY, Best Investors lists 3,653 registered investment advisory firms with 6,086 offices nearby, managing about $61.5T in combined regulatory AUM across 4,720,921 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 Bay Terrace

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