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Best financial advisors in Clarkstown, NY

Registered advisers within 25 miles of Clarkstown, NY.

Offices
1,594
Firms
741
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,836 clients when Item 5C has a number
Avg / client
$6.16M
Combined AUM ÷ clients

Nearby offices

Firms

ROUND HILL CH SPV MANAGER LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CRYPTO NATIVE CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LABYRINTH CAPITAL PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATEGIC ADVISERS LLC
COLTER LEWIS INVESTMENT PARTNERS, LLC
PRIVATE ADVISOR GROUP, LLC
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC
LONE PINE CAPITAL LLC
SILVER POINT CAPITAL, L.P.
J.P. MORGAN SECURITIES LLC
GREENFIELD PARTNERS, LLC
33 CAPITAL MANAGEMENT LLC
GRANDVIEW PROPERTY PARTNERS, LLC
AMULET CAPITAL PARTNERS, L.P.
GREENBRIAR EQUITY GROUP
ARISTEIA CAPITAL, LLC

Investors

EDIK ESKANDARIAN
Michael Bucci
Matthew Smith
FRANCISCO JAVIER CABRAL
Ross Mannino
THOMAS DUNCAN MC CANDLESS
Tyler Miller
JOSEPH JOHN MARINO
SUSANA VIDAN
JULIENNE REDMOND
CHRISTOPHER YADRE
TIFFANY ALI
DONA ZAPPULLA
OWEN AYOTTE
LILLIAM S. ARAQUE
BRADFORD ALAN LITCHFIELD
VICTOR JOHN MIZZARO
LEILAND STEVENS
EDWARD FENNESSEY
CHRISTOPHER JOHN GONZALEZ
PEG M DAVIDSON
Laura Thorne Sousa Farrelly
AVERY TOPKIS
Bazel Walsh Brady
MICHAEL PHILIP WOLSON
ELAINE MARIE POTASH
DEVIN SORIANO
ABBAS F ZUAITER

Within 25 miles of Clarkstown, NY, Best Investors lists 741 registered investment advisory firms with 1,594 offices nearby, managing about $19.5T in combined regulatory AUM across 3,158,836 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 Clarkstown

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM