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Best financial advisors in Chappaqua, NY

Registered advisers within 25 miles of Chappaqua, NY.

Offices
1,823
Firms
973
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,023 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

SAMALIN WEALTH
J.P. MORGAN SECURITIES LLC
FINANCIAL ASSET MANAGEMENT CORP
EDWARD JONES
WESFAIR ADVISORY GROUP, INC.
STRATEGIC ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
EDENBROOK CAPITAL, LLC
KOHLBERG & COMPANY
CETERA INVESTMENT ADVISERS LLC
UNIFIED RETIREMENT PLANNING GROUP
WELLS FARGO CLEARING SERVICES, LLC
BJS ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
THOMASLLOYD CLIMATE SOLUTIONS LLC
CROSSINGBRIDGE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PATRICK CARL THUEMMEL
LAURANCE JAY KERSH
RONALD RICHARD SCHNEIDER
JOHN R FUSSELL
ANDREW EVAN SAMALIN
THOMAS JAMES BEATTIE
ALEX M PIDHORODECKYJ
Daniel Borgia
Edward Salim Hadad
VIKTORIA KAMIN
SCOTT MITCHEL KAHAN
Benjamin Harrison
Jacob Hadad
DANIEL JOHN GRIFFIN
DEREK ADNAMS
JOHN J. HAYES
NICOLE MARIE LOPEZ
HERNANDO PAREDES
JOSEPH VESSECCHIA
THOMAS M. FOX
ALEX WEST
DIEGO ARMANDO CHALCO
BRIDGET T. DEVERNA
ALEC CHEVREUX
JUDIN PIERRE LOUIS
SAVAHN STEADMAN
ANGELO DE LEON
GREGORY GIANDALONE
CAROLINE MARIA BRAVO
MAURA SAYERS
KRISTA COLLINS
JOHN MAGLIULA
TYLER RESCHKE
KERRI LYNN KIMBALL
Daniel Hasa
ROBERT EDWARD MATHIAS
CARLA SEMRYCK MATHIAS
MICHAEL DAVID MATHIAS
PETER JAMES GALLAGHER
Robert Alex Karson
ANDREW PAUL KOUSOUROS
Imani Tate
Peter Ju
BRIAN JAY SCHACHTER
Garret Charles Byrne
PAMELA WETHERBEE
DARREL WILLIAM UPSON
Zachary G Norman
ERIC PETER NACHMAN
DANIELLE JEAN GUILDERSON
JARED DOUGLASS LYNNE
Jacob Ryan Lynne

Within 25 miles of Chappaqua, NY, Best Investors lists 973 registered investment advisory firms with 1,823 offices nearby, managing about $21.4T in combined regulatory AUM across 3,253,023 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 Chappaqua

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM