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Best financial advisors in Cambria Heights, NY

Registered advisers within 25 miles of Cambria Heights, NY.

Offices
5,585
Firms
3,421
Combined AUM
$60.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,888 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Karl Jean-Baptiste
CLYDE WOODROW WINT
Emmanuel Caldwell
DONNA MARY FYKES
CARLA YOLANDA JONES
SONNY NWACHUKWU STEPHENS
JAMES EDWARD SULLIVAN
ANTHONY JOSEPH PETROZZELLA
Nadeem Moustafa
GERARDO SANTANGELO
Christian Pinglo
Michael S. Casey
PAUL ANTHONY PEDRETTI
David Richard Accomando
Damien Lucadamo
Irene Morciglio
Sean Antoine
Selcuk Donmez
INGRID PROVIDENCE
JANET VIASON LIGAN
RUBY JAIN
DEEPJOT SINGH SOHAL
GURPREET KAUR-SINGH
MALKAH GLASGOW
PAUL SAMUEL GRANT
ROY A GRANT
CELINA ANN GRANT
DANIEL ADRIAN SZATKOWSKI
VESNA RANISAVLJEVIC
Ronney Rozario
Francisco J Lopez
Julian D. Naiken
JIHYE CHANG
CHERYL ANN LO RUSSO
ANTHONY STEVEN CIMORELLI
ANATOLIY BELKIN
GRACE JUNE KIM

Within 25 miles of Cambria Heights, NY, Best Investors lists 3,421 registered investment advisory firms with 5,585 offices nearby, managing about $60.7T in combined regulatory AUM across 4,717,888 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 Cambria Heights

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