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Best financial advisors in Bedford Hills, NY

Registered advisers within 25 miles of Bedford Hills, NY.

Offices
1,616
Firms
910
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,250,146 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

WYSER-PRATTE MANAGEMENT CO., INC.
HOLLOW BROOK WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PAUL M WILLIAMS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CANNISTRA FINANCIAL ADVISORS INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CLARITY INVESTMENTS + PLANNING LLC
KESTRA ADVISORY SERVICES, LLC
ATWOB
KEY INVESTMENT SERVICES LLC
CHARLES SCHWAB & CO., INC.
DSM CAPITAL PARTNERS
OLYMPUS CAPITAL HOLDINGS ASIA LLC

Investors

PHILIP ERNST RICHTER
RUSSELL EVAN GLICKSTERN
Paul Michael Williams
Pieter Daniel Loots
DAVID ROGER RABINAW
VICTOR JOSEPH CANNISTRA
Steven G. Horowitz
Edward W. Dunn
Jay Allyn Durante
ANTONIA SEESINK CLEARWATERS
MATTHEW LAURENCE
MICHAEL TOM
RICHARD TODD REBORI
Maria Castellon
Asmir Malevic
Karen Lynn Dillon
Ronald E. Fisher
Aaron C Simone
John Patrick McInerney
Michael Paul Montaldo
Allie Lehman
Matthew Aquino
Anthony Joseph Viviano
RICHARD COSSA
JOHN MADISON ROTH
Gary Marzotto
Michael Robert Ceccherelli
Edward Denis Quick
Andrew Redhead
Thomas Verdeschi
Nicholas Scaglione
Derek Bufano
Eric Feingold
Michael Jason Torres
INDIRA CELENY VALLADARES
JARED MARK PICHE
MICHAEL O'HARA
LEIF WALLER
STEPHEN JAMES CONSTANTINE

Within 25 miles of Bedford Hills, NY, Best Investors lists 910 registered investment advisory firms with 1,616 offices nearby, managing about $21.8T in combined regulatory AUM across 3,250,146 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 Bedford Hills

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