Best Investors Account Sign in

Best financial advisors in Bellerose Terrace, NY

Registered advisers within 25 miles of Bellerose Terrace, NY.

Offices
5,803
Firms
3,558
Combined AUM
$61.2T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,550 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

SADDLEROCK CAPITAL MANAGEMENT LLC
MANHATTAN WEALTH MANAGEMENT GROUP
JONES ROAD CAPITAL MANAGEMENT, L.P.
LEONARD B. FAY CPA
LNW
LPL FINANCIAL LLC
MPWM ADVISORY SOLUTIONS LLC
OSAIC WEALTH, INC.
SCOPUS ASSET MANAGEMENT, L.P.
CLEARDUSK MANAGEMENT LP
SLATE PATH CAPITAL LP
MARKSON MANAGEMENT, LLC
C-III INVESTMENT MANAGEMENT LLC
ASSURED HEALTHCARE PARTNERS LLC
WILLIAMS JONES WEALTH MANAGEMENT, LLC
ISLAND INVESTMENT MANAGEMENT LLC
MILLER INVESTMENT MANAGEMENT, LP
APIS CAPITAL ADVISORS, LLC
OVERWATCH CAPITAL ADVISORS LLC

Investors

MATHEW TODD GOLDBERG
LEONARD BARRY FAY
Megan Valerie Tom
AGUSTIN HERNANDEZ
BRYAN Soo Saeng CASS
MATTHEW Henry KOLAKOWSKI
CAMERON EDEN RIBLER
Scott Kulwin Dresser
ADAM ROSS LEVY
LESLIE E ZAFRA
FRANCO GIOVANNI AGAPITO
Evan Michael Binder
OTHILLA TARA NOWAK
Karen Yuen Ma
SIDNEY F. GOUDIE
THOMAS HASKELL MACCOWATT
WILLIAM PICKERING JONES, JR.
MAUREEN CLANCY TOMPKINS
DAVID ALLAN ROSENFELD
David Evan Goldberger
HENRY AUGUSTUS WILMERDING
MALCOLM LAUDER MACPHERSON
J. DOUGLAS KELLY
JOSEPH BERGAMO GHIO
KYLE JOSEPH EAGER
PATRICK MICHAEL KENNY
BARBARA ANN TARMY
JOHN JOSEPH EAGER
JOHN BLAIR CUMMINGS
NANCY LEE KOKOLJ
Daniel Joseph Harnish

Within 25 miles of Bellerose Terrace, NY, Best Investors lists 3,558 registered investment advisory firms with 5,803 offices nearby, managing about $61.2T in combined regulatory AUM across 4,719,550 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 Bellerose 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