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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

AINQT CO,.LTD.
OTRO CAPITAL
INTEGRAL HEALTH ASSET MANAGEMENT, LLC
COINSHARES ASSET MANAGEMENT (US) LLC
LODGE HILL CAPITAL, LLC
OBRA CAPITAL MANAGEMENT, LLC.
GRANT AVENUE CAPITAL LLC
AQUILINE MANAGEMENT HOLDINGS LP
TRADEUP WEALTH MANAGEMENT, INC.
LINEAR B PARTNERS LP
OMNI BRIDGEWAY MANAGEMENT (USA) LLC
PARK AVENUE SECURITIES LLC
CITIZENS SECURITIES, INC.
FARMERS GATE
IVESTA CORP
ALPINE GROVE PARTNERS LLP
J.P. MORGAN SECURITIES LLC

Investors

JOSEPH ELIOT CARTER
TIMOTHY J FAUGHNAN
Cara Elizabeth Lindner
RYAN J BOHN
NIKOLAS JONATHAN NUGNES
BENJAMIN TABAR
Samuel G Marcus
Dylan Richard Peters
JESSICA SADACCA
JEREMY Simon MARTIN
Jake Robert Guglielmo
Benjamin Hartman
SCOTT E SNYDER
Jessica Lin
Emilio Juan Fernandez
RONALD N RAMIREZ
MATTHEW JAMES FLANNERY
ADAM M KATZMAN
DAVID V ORSOLINO
CRAIG LOWELL KATZ
MARC GENSLER
ROBERT PAUL MCLOUGHLIN
MICHELE LEE FINE
MICHAEL STUART COHEN
ANDREW G ROMANO
SPENCER GARRET FRIEDMAN
LOUIS R MOHN
HOWARD A COHEN
GREGORY R BREITMAN
VIDAL BERNARD PEOPLES
JONATHAN ROSS ROSENBAUM
LAWRENCE D COHEN
KEVIN GREGORY KULAK
Monica Ruth Swinney
TIMOTHY Michael SACHS
KATHRYN V KOCH
ANDREW RUSSELL WARD
NATALIE J BRICKSON
MATTHEW DAVID GOLDSTEIN
PATRICK M RYAN
Michael Warren Constantine
Marisa Monaco
Ben Myles Rosen
IAN SCOTT KANSKY
DIANE L VENETSKY
WILLIAM D MURPHY
RUSSELL J CARPENTIERI
LYLE DOMENITZ
JONATHAN L BLINKEN
MICHAEL C RINGEL
CATHERINE J DEMARTINO
CHET E SCHWARTZ
DANIEL M PAIKIN
CHRISTOPHER MICHAEL WEBER
EVAN D WOHL
ANDREW EDWARD ZIMMERMAN
ROBERT CHARLES ANGEL
HIRAM MIGUEL ARNAUD
ROBERT F SOLER
ROBERT S SCHLESINGER
EVAN SAMUEL HARNIK
MARC A SHAPIRO
ANDREW MICHAEL HARMAN
CHRISTOPHER JOHHAN LANTERO
PETER JOHN HECKMAN
AARON Robert KOHL
TYLER WILLIAMS
NOAH ESKENAZI
ANTHONY R CUCINOTTA
DONALD J FAUGHNAN
DONNA H KATZ
ALFONSO REDA
SANDRA L HANDLER
MICHAEL BERLIN
Cole Palmeri
ALEXANDER D SCANGA
Thomas J Huang
GABRIELLE BROWN
NADIM QUAISER
ALI RIZA ZORLUOGLU
Priya Singh
YEKATERINA SHKOLNIK
Catherine Essenmacher Arnold
Patrick James Nellis
Ella Winters
Daniel L Tai
FRANK DAVID METZKE
Mohammad Sarhan
Chesley R Kasow
Christopher Scibilia
GEORGE DAVID NADER
Vlad Umanskiy
MIKHAIL AZAYEV
Justin Keating
Joseph MacCarthy Funicelli
Tom DiMicelli
Anthony Robert Anzalone
CHRISTOPHER JAY VALENTINE
PHILLIP GARRET WALLING
Maximilian Grutschus
Christopher J. Harford
CARLOS I GOMEZ
Steve F Roitman
Kevin Amendola
Lily Grace Black
COLIN O'MALLEY
Michael Anthony Agate
Bokhee Chang
Richard I. Weinhaus
Dorothy J Dembowski
ALINA C FRINCULESCU
Kyle R. Stevens
Mark Gutierrez
Caroline Connolly Sheridan
Brian D O'Connell
Jun Chen
Steven A Partland
Stevens Derozier
Brian T. Clarke
Esther Lee
TEJAL NAVNIT PATEL
ROBERT EDWARDS DIMILIA
MaryAnn Luczak
NIRMALA NARINE
Ruiying Ding
Jennifer Sockolov Ross
Daniel A Perry
Giuseppe Barone
JOSEPH THURMAN WILSON
Ricardo E. Molina
Jessica R Mayers
MICHAEL H MARTINI
Vivian Loy
Evan Soff
Karen G Mendoza
Nicholas Fanneron
Muqing Yue
Roger Park
Jesteffer Annichiarico
Max Ian Sobrano
Olivia Galdi
Timothy Gregory Honan
William Chader
Kara Metzler
Davida Shlomo
Paul Y Emata
Charles Radcliffe
Radhika Mehta
David Schulman
RICHARD SCARPELLI
Jacklin Youssef
Adam C Hirsch
Maureen McNally
Michael Hill
ADAM HULEN CRUMPLER
Michelle L Alfano
Vince Agagnina
Marissa Gaspari
Kelly Weis
Oliver Louis Sun
Brendan Ramusevic
Yasmeen Darwiche
Mirsad Jakupi
Anne Gotwals Peartree
Maximilian Kesner
Alfred Chu
Connor Fitzgerald
Sean W. Lyon
Samantha Danielle Levin
Sebastian Komuda
Katelyn Michele Hannington
Natalie Flerx
Elisa N. Ricci
Michael J. Valentin
Lisa B Siegel
Connor G Flynn
Beniamino Mazzella
Jeremy Dahl
Evan Greenblatt
CATHERINE YOUNG JACKSON
Patrick Mangini
Andrew T Guidice
ROBERT ANTHONY NICASTRO
WAHEED AHMED
PATRICK HARRINGTON
ALAN SO
Emory Ford
John Robert Borum
RODRIGO CARLOS RODRIGUEZ
Vincent T. Morrow
David Kenny
Bonnie Leibowitz
Shakay Simpson
Daniel L Wittekind
Andrew Bach
Dario Pizzano
Kevin Erben
George Fuchs
Gregory A Carafello
Geoffrey Ryan Knotwell
Stephen M Stabile
Alexander Khaddar
Amanda Ricchiuti
Jacob Chander Reiser
Ed Wentzheimer
David Guthrie
CHAD LAURENCE COHEN
Kyle Adam Ratz
Rosa Isabel Rodriguez Hurtado
Joseph John Voccola
Giancarlo Romano Mateo Leuterio
Jesse A Rubin
Nina Doehrman
Keith M Wynne

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