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Best financial advisors in Bellerose Village, NY

Registered advisers within 25 miles of Bellerose Village, NY.

Offices
5,804
Firms
3,559
Combined AUM
$61.2T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,563 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
HSBC SECURITIES (USA) INC.
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
MATRIX PRIVATE WEALTH MANAGEMENT INC.
DAVIDOV FINANCIAL COACHING, LLC
CAPTRUST
AMERITAS ADVISORY SERVICES, LLC

Investors

NAEEM SEMERKANT
EMILIANO D PADILLA
MAHMOUD MANSOUR
Muskaan Arora
HAO DU LAM
JAMES GEORGE
SAJI THOMAS
JARAD TONG
MELODY NADINE FULLER
YEONG-KENG CHIEN
Steven Wagner
ALLICE REN FU
JOHN PATRICK SULIT
ANTHONY ALEXANDER LOUCA
Jeffrey Tso
ADERONKE AYANGBESAN
MENG DAN XIAO
Giscard Jean Chery
Gregg Eisenstein
JASON MARC KLAGER
SYEDMUHAMMAD ALI
JuneHee Woo
Nadeem Moustafa
JAMES A FASOLINO
Andrew Thomas Cabrera
MAHATIR SALAM SIKDER
Ethan M Davidov
MICHAEL DAVIDOV
CHRISTOPHER MICHAEL SALOGUB
Mohammed Zaidi
Joachim Daniel Terzi
NATHAN JERRY FRENKIEL
THOMAS JOHN SCALA
Melissa Narine
Peggy C Valencia
Neiaffa Jones-Blue
Jasdeep S Walia
Christopher J. Tipa
DOMINICK MOLINARO
KLAUDIAN MOLOSIU
Jeffrey Samuel Thurm
Antonio Graziosi
Fred Sloan
Michael Lenzo
Ashley Brooke Starr
Lindsay Ann Abrahams
Alan Mark Kleinberg
Veronica Karas
Marilyn Schaja
MARGUERITE ANN FAGAN-WHITMORE
GEORGE GHOBRIEL
Naylor Coursen Stone
Dennis Brennan
TERESA WHITNEY
JOSEPH J BENDRIHEM

Within 25 miles of Bellerose Village, NY, Best Investors lists 3,559 registered investment advisory firms with 5,804 offices nearby, managing about $61.2T in combined regulatory AUM across 4,720,563 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 Village

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