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Best financial advisors in Bowling Green, NY

Registered advisers within 25 miles of Bowling Green, NY.

Offices
5,859
Firms
3,334
Combined AUM
$59.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,415 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

OLDSLIP MANAGEMENT LLC
OPUS INVESTMENT MANAGEMENT LLC
ALPHADYNE ASSET MANAGEMENT LP
HALE CAPITAL MANAGEMENT, LP
ARLES ADVISORS INC
HELENA SPECIAL INVESTMENTS LLC
CARBON DIRECT CAPITAL MANAGEMENT LLC
ABR DYNAMIC FUNDS, LLC
BLUE SQUARE ASSET MANAGEMENT, LLC
CHASM CAPITAL MANAGEMENT LLC
VERIS WEALTH PARTNERS, LLC
DCM ADVISORS, LLC
LAWSHARES, LLC
SCHROEDER CAPITAL MANAGEMENT, LLC
LIONHUNTER CAPITAL MANAGEMENT LLC
NEW YORK CITY INVESTMENT FUND MANAGER, INC.
UNIFI ASSET MANAGEMENT LP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
KINGSWOOD WEALTH ADVISORS, LLC

Investors

ERIC JAY MAIDENBERG
FRANCESCO ANTONIO D'ANDREA
LEONARD BARRY MESHBERG
JAY HOWARD BLUESTINE
MARK FINELLI
ANDREW JAMES CEISLER
JAMES MASSEY DIORIO
ELENA VIKTOROVNA LADYGINA
TIMOTHY P. KINGSBURY
Richard Leeway Chen
LORI KIM CHOI
MAURO W CALDERON
Mei Wang Davidson
James Vanderkelen
Yisroel Moshe Hochman
HERMAN FRIEDRICH SCHROEDER
Gloria Wong
Luke Philip Toews
Nicholas John Yedowitz
Matthew Kurtin
Kelvern Chen
LESLEY COLLEEN GRANNUM
MICHAEL MURATORE
MICHAEL HASKEL NESSIM
RICHARD S SIMINOU

Within 25 miles of Bowling Green, NY, Best Investors lists 3,334 registered investment advisory firms with 5,859 offices nearby, managing about $59.6T in combined regulatory AUM across 4,719,415 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 Bowling Green

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