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Best financial advisors in Baychester, NY

Registered advisers within 25 miles of Baychester, NY.

Offices
6,367
Firms
3,755
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,722,416 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

LEGEIS CAPITAL ADVISORS, LLC
ALPHAFORT CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
EUREKA WEALTH SOLUTIONS
MML INVESTORS SERVICES, LLC
SAG HARBOR CAPITAL MANAGEMENT, LLC
THE WEALTHPLAN LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
WELINSKY AND WELINSKY CPAS
FLAGSTAR ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Allan Gramonte
Matthew Robert Wilkow
DAVID EFREM WARSHAW
Christopher DeCarolis
John A Marshall
Kenneth Lynn
DARYL JOHN ZIMBARDI
STEVEN I. WELINSKY
EILEEN F. WELINSKY
MICHAEL EDWARD SANTUCCI
catherine gonzalez
Victoria Meo
Diane A Nigro
Michael Bain
Owen R Corry
DANIEL REED KOTOVSKY
COLIN PETER FIGUEROA
RICHARD LOUIS BENEDUCI
WHITNEY JADE FIGUEROA
MOSHE LEWIS
JUAN NICOLAS ESPINOSA
THOMAS JAMES CAVALLO
TARUN HASIJA
Michael L. Corcoran
Kyle Ackourey
Nathaniel LaGoy
Ru Ru Zhou
Sarah Ziqi Lau
Chris Maliarakis
Frank Paul Brigati
CHRISTOPHER DAVID LAVOIE
OLUWASEUN ADENIYI ADELEGAN
FRED WU
Zhiying Nie
Andrew N. Rose
ANDRANIK HAYOTSYAN

Within 25 miles of Baychester, NY, Best Investors lists 3,755 registered investment advisory firms with 6,367 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,416 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 Baychester

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