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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

JLENS
COALESCE CAPITAL MANAGEMENT LLC
GLOBAL X MANAGEMENT COMPANY LLC
AMOVA ASSET MANAGEMENT AMERICAS, INC.
LIONHEART STRATEGIC MANAGEMENT, LLC
STRAUSS CAPITAL LLC
VALOREM LLC
FULL IN PARTNERS
CONSONANCE CAPITAL PARTNERS, LP
TRUARC PARTNERS, LP
BELLTOWER PARTNERS
HELIX PARTNERS MANAGEMENT LP
ORANGEWOOD PARTNERS MANAGEMENT LLC
SNOW PHIPPS GROUP, LLC
BRASIL PLURAL INVESTMENT ADVISOR LLC
CLAYTON, DUBILIER & RICE, LLC
BDT & MSD BDC MANAGEMENT, LLC
ANOMALY CAPITAL MANAGEMENT, LP
JUNTO CAPITAL MANAGEMENT LP
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P.

Investors

ANDREW J THALER
MARC PHILLIP DAMIANO
Priscilla Chor Goldenstein

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