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Best financial advisors in Cove Neck, NY

Registered advisers within 25 miles of Cove Neck, NY.

Offices
4,158
Firms
2,409
Combined AUM
$42.4T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,734,668 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL PLANNING ANALYSTS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
ARTEMIS WEALTH ADVISORS, LLC
CAPITOL SECURITIES MANAGEMENT, INC.
AMERITAS ADVISORY SERVICES, LLC
ACCRUED EQUITIES INC.
FOUR CORNERS FINANCIAL
COORDINATED PLANNING GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AEGIS CAPITAL CORP.

Investors

John T. Lafata
David A. Ziff
BRIAN MATTHEW GILL
Richard Joseph Ruiz
Rick Groom
Kyle Julien
Joseph M. Leone
MARK STEWART BRODY
EDWARD LUKE VALLAR
EVAN RICHARD KRALSTEIN
JAMES DIAPOULES
MARVIN FEINSTEIN
THOMAS JOSEPH CAMMISA
STUART E. LEYTON
JAMIE SCOTT SHAPIRO
SCOTT BRIAN ZUCKERMAN
Darwin Falcon
PETER KARL BENEKE
OLIVIER ALLAIN
CHRISTOPHER RENNA
JOSEPH JOHN PERRI
DOUGLAS MARC ABBATE
PETER MATTHEW RUP
JOHN DAVID DUEBENDORFER
BRADFORD MARLON PINE
BRIAN ANDREW COHEN
JOHN PATRICK OLEARY
TIMOTHY JAY SCHERWA
JAMES BRIAN MORAN
SCOTT ANDREW GERHAM
GIUSEPPE IMBRIANO
FRANK PETER HERAGHTY
CHRISTOPHER THOMAS CONNELL
UJALA TAJAMMAL
STEVEN T. VARVARO
FRANK M. DELAPE
CHRISTOPHER JOHN FUCCI
MARTHA ADELE BAUMBACH
NICOLE A MCARDELLE
Gabrielle Rose Cardillo
RICK JOHN SANDE
HENRY MANUEL NUNEZ
Dylan Aaron Dubinsky
Gurjot Singh Waraich
Karsten Stephen Appel
MARK DOUGLAS PANFIL
DAVID STEWART SILBERG
Zubin Hodiwalla
MICHELLE PERRES
HECTOR CRESPO
BARRY ALAN GOLDSTEIN
Jeffery Harold Hattaway
DANNY SHIVA SOOKRAM
Christopher J Hilla
GREGORY JOHN DUPEE
MICHAEL FRANCIS JENNETTA
MATTHEW WINTHROP
JEFFREY MICHAEL THURE
RICHARD FRANK PARNIGONI
MARK HUTCHINS EGENER
MICHAEL NICHOLAS TAGLICH
JOSEPH YONG YI
Ranjeet Guptara
NICHOLAS E TRIFIRO
MATTHEW BRADLEY MITCHELL
Reilly Austin Carlton
WILLIAM JEFFREY CARLTON
Jeffrey Nishijima

Within 25 miles of Cove Neck, NY, Best Investors lists 2,409 registered investment advisory firms with 4,158 offices nearby, managing about $42.4T in combined regulatory AUM across 3,734,668 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 Cove Neck

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 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM