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Best financial advisors in Broad Channel, NY

Registered advisers within 25 miles of Broad Channel, NY.

Offices
5,200
Firms
3,161
Combined AUM
$59.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,753 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

VALUE INVESTMENT PROFESSIONALS, LLC
KLINGENSTEIN FIELDS ADVISORS
LIFECAPITAL PARTNERS LLC
WINSHORE CAPITAL PARTNERS LP
ROBOTTI & COMPANY ADVISORS, LLC
BLANTYRE CAPITAL US LLC
RAVEN CAPITAL MANAGEMENT LLC
RAVEN CREDIT CAPITAL MANAGEMENT LLC
KLINGENSTEIN FIELDS ADVISORS
SPRING DELTA ASSET MANAGEMENT, LLC
HUYGENS CAPITAL LLC
AMERITY WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC
THIRD SPACE CAPITAL MANAGEMENT LP
SOLARI CAPITAL MANAGEMENT LLC
ANANYM CAPITAL MANAGEMENT, LP
GREYLOCK PEAK INVESTMENTS, LLC
CROSS RAPIDS CAPITAL LP
OFFIT CAPITAL

Investors

Michael Andrew Zacha
ANDREW WILLIAM HODGES
TIMOTHY MCFADDEN
JOAN M GUCCIONE
EDUARDO Antonio SCHWARTZ
JUAN ANTONIO LEBRIJA
ROBERTO GUILLERMO SCHWARTZ
Matthew Donald Gittings
THEO LAURENTIUS VAN DER MEER
SPENCER EARLE CIBELLI
Isaac David Senehi
JONATHAN ROBERTS
LAURENCE ERNEST ACH
JAMES WAGNER FIELDS
KENNETH DAVID POLLINGER
David Beck Raphael
Michael Alexander Lackwood
WALTER CHARLES VESTER
ADAM RICHARD SPILKA
Alexander Peter Stojkovic
CORINNE VICTORIA KURUCZA
PAUL KIM
MARK ZIGMAN
ROBERT G TESTA
DANIEL WOLF OFFIT

Within 25 miles of Broad Channel, NY, Best Investors lists 3,161 registered investment advisory firms with 5,200 offices nearby, managing about $59.3T in combined regulatory AUM across 4,717,753 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 Broad Channel

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