Best Investors Account Sign in

Best financial advisors in Belle Harbor, NY

Registered advisers within 25 miles of Belle Harbor, NY.

Offices
5,241
Firms
3,167
Combined AUM
$59.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,850 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
KINGSWOOD WEALTH ADVISORS, LLC
ATLAS MERIDIAN CAPITAL LLC
VORYNTO EXCHANGE LTD
MINT ASSET MANAGEMENT LLC
LARREA WEALTH MANAGEMENT
FARRAUTO WEALTH MANAGEMENT, INC
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
QUANXER LTD.
HSBC SECURITIES (USA) INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC

Investors

LESLEY COLLEEN GRANNUM
MICHAEL MURATORE
MICHAEL HASKEL NESSIM
RICHARD S SIMINOU
FRANK JOHN PASQUALE
MICHAEL JAMES REILLY
STEVEN FISHMAN
LAUREN N. SCHULTZ
AQUILES LARREA
GREGG ANDREW FARRAUTO
THOMAS JARDIM
LINOY MATHEW
JOHN ALEXANDER ALATZAS
CHRISTOPHER SCIARABBA
YVAN MEDARD
LIAM HAYES
NATHAN CUSACK
NATALIA STYBURSKI
JOSEPH HAJJAR
NORMAN HO
JASON KEITH LOBATO
ALEXANDER CHRISTIAN LUZAITIS
NICOLAS BONGIORNO
GRANT S. GILLAN
WILLIAM MARTIN
PATRICK O'KEEFE
MARK DUNKLEY
JAKE TERHUNE
JOSEPH HILZINGER
RICHARD JOHN RADMANN
ANDREW SAMORI
JULIUS HAYES COMBES
NADIA D EGAS
CARRIE LEE
VLADISLAV SAVENKOV
GHAZI NWEIRAN
MEGHAN V MODAFFERI
SAM HERTE
EMMA SUTTON ALPAUGH
ADAM LOW
VALENTINA CIRAOLO
OLIVIA EMMA
CHRISTOPHER A DIMARCO
Gairy C Pelle
ELTON JAKUPI
Jason Simone
Zachary Dylan Holzer
PAUL DAVID ARBITMAN
Jorge Egal
Timothy Bernhardt
CHRISTOPHER BELICH
PRAKASH CHANDRU SHAHANI
KENNETH KARL KLOMBERG
SIDITA SOKOLI
JUNQI WU
MATTHEW C. COSTANZO
Abanoub Gabra
ELKER META
KAMAL MALHOTRA
SAI A NG
GONZALO VICENTE YUBI
DIANA W YANG
Yangang Zha
Di Lu
Jiayu Huang
Katrina C. Luca
LINGHSIANG HUANG
Jiarui Li
Shengying Li
DIVPREET KAUR
Peizhen He Wong
Fong tin Kuo
Jonathan Huan Chen
Eileen Jiang
Qian Rong
Yunghua Michael Ma
KUN LI
ZHIYONG YANG
ANJIAN SU
CHOR SHING CHAN
WU QU
YEWCHANG CHOW
JIAKE SHI
HUAI LIN
BOYI WANG
Kelvin Tsai
RONG CHEN
Rebecca A Chang
Daniel Y Kim
SHAN LIN
Hao Yi Lu
CHANGYUAN LIN
Zichang Karen Liu
Wei Xia
Kwok Keet Foo
LENNY NINGWEN SUN

Within 25 miles of Belle Harbor, NY, Best Investors lists 3,167 registered investment advisory firms with 5,241 offices nearby, managing about $59.3T in combined regulatory AUM across 4,717,850 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 Belle Harbor

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