Best financial advisors in Bayside, NY

Registered advisers within 25 miles of Bayside, NY.

Offices

6,110

Firms

3,659

Combined AUM

$61.5T

Firm-wide filings, not assets booked only here

Clients

4.74M

4,737,460 clients when Item 5C has a number

Avg / client

$13.0M

Combined AUM ÷ clients

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2340 BELL BLVD
BAYSIDE, NY 11360

OSAIC WEALTH, INC.

23-91 Bell Blvd. Suite LL3A
Bayside, NY 11360

CETERA INVESTMENT ADVISERS LLC

160 20A WILLETS POINT BLVD
WHITESTONE, NY 11357

WEALTHLET

152-53 10TH AVENUE STE 235
WHITESTONE, NY 11357

J.P. MORGAN SECURITIES LLC

153-15 CROSS ISLAND PKWY
WHITESTONE, NY 11357

NGC FINANCIAL, LLC

3601 208TH STREET
BAYSIDE, NY 11361

J.P. MORGAN SECURITIES LLC

32-45 FRANCIS LEWIS BLVD
FLUSHING, NY 11358

EDWARD JONES

213-33 39TH AVENUE
BAYSIDE, NY 11361-2067

CITIGROUP GLOBAL MARKETS INC.

CWM Retail, Sales 39-01 BELL BOULEVARD
BAYSIDE, NY 11361

J.P. MORGAN SECURITIES LLC

41-22 BELL BOULEVARD
BAYSIDE, NY 11361

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

4239 BELL BLVD
BAYSIDE, NY 11361

ALLSTATE FINANCIAL ADVISORS, LLC

4240 Bell Blvd Ste 301
Bayside, NY 11361-2861

RIEMANN CAPITAL LLC

14 MYRTLE DRIVE
GREAT NECK, NY 11021

THEPARTNERS WEALTH MANAGEMENT

574 Middle Neck Road
Great Neck, NY 11023

J.P. MORGAN SECURITIES LLC

675 MIDDLE NECK ROAD
GREAT NECK, NY 11023

TD PRIVATE CLIENT WEALTH LLC

196-41 Northern Boulevard
Flushing, NY 11358

CETERA INVESTMENT ADVISERS LLC

196-03 NORTHERN BLVD
FLUSHING, NY 11358

LEVEL FOUR ADVISORY SERVICES

98 CUTTER MILL ROAD SUITE 273 SOUTH
GREAT NECK, NY 11021

SAG HARBOR CAPITAL MANAGEMENT, LLC

60 CUTTER MILL ROAD SUITE 601
GREAT NECK, NY 11021

THE WEALTHPLAN LLC

60 CUTTER MILL ROAD SUITE 100-G
GREAT NECK, NY 11021

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

NGC FINANCIAL, LLC

CITIGROUP GLOBAL MARKETS INC.

ALLSTATE FINANCIAL ADVISORS, LLC

RIEMANN CAPITAL LLC

THEPARTNERS WEALTH MANAGEMENT

TD PRIVATE CLIENT WEALTH LLC

LEVEL FOUR ADVISORY SERVICES

SAG HARBOR CAPITAL MANAGEMENT, LLC

THE WEALTHPLAN LLC

Investors

TIMOTHY PETER HARDING

LEO THOMAS KEHOE

Benvenuto Anthony DeRosa

Juan B De La Cruz

NEIL GEORGE CAROUSSO

Charles A. Gutierrez

David Brian Lilienthal

ROBERT VINCENT MIRAGLIA

GAETANO SABATINO

Chris Maliarakis

RABIN KAYDANIAN

Jasdeep S Walia

LOUIS PAUL ORGERA

BRIAN JOSEPH EARLY

ROSILYN HOFFMAN OVERTON

DAVID EFREM WARSHAW

Within 25 miles of Bayside, NY, Best Investors lists 3,659 registered investment advisory firms with 6,110 offices nearby, managing about $61.5T in combined regulatory AUM across 4,737,460 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 Bayside

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