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Best financial advisors in China, NY

Registered advisers within 25 miles of China, NY.

Offices
26
Firms
16
Combined AUM
$6.47T
Firm-wide filings, not assets booked only here
Clients
937K
936,965 clients when Item 5C has a number
Avg / client
$6.90M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
VICUS CAPITAL, INC.
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP
EDWARD JONES
THE ROBERT J. WILKES PLANNING FORUM
S.E.E.D. PLANNING GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ROSE ANN SMITH
AARON MARK SODEN
RAYMOND MICHAEL SARAVITZ
RICHARD W LEET
MATTHEW DAVID CAMPBELL
Christopher Langford
JAMES J ROLLO
Justin Michael Sisenstein
LOUIS ANTHONY GUZZETTA
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
Kevin Lee Cooper
ROBERT JAMES WILKES
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
JOANNE ELIZABETH JOHNSON
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi
MARTIN DEYO LAWSON
ERIN CATHERINE BRADY
LISA ROSE ANDERSON
Joseph P Brady
KEVIN JAMES DUKE
EDWARD PETER YETSKO
Brianna Leah Sternkopf
STEPHEN SELTZER
JOSEPH FRANCIS GARBARINO

Within 25 miles of China, NY, Best Investors lists 16 registered investment advisory firms with 26 offices nearby, managing about $6.47T in combined regulatory AUM across 936,965 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 China

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM