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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

FIRST AMERICAN ASSET ADVISORY, LLC
HSBC SECURITIES (USA) INC.
J.P. MORGAN SECURITIES LLC
PITON INVESTMENT MANAGEMENT, LP
PLH FAMILY OFFICE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERITAS ADVISORY SERVICES, LLC
GLADE BROOK CAPITAL PARTNERS LLC
AVITY INVESTMENT MANAGEMENT INC.
DAVIDOV FINANCIAL COACHING, LLC
MATRIX PRIVATE WEALTH MANAGEMENT INC.
PALM MANAGEMENT (US) LLC
PALM ACTIVE PARTNERS MANAGEMENT, LLC
AMBINA PARTNERS LLC
ENGLE CAPITAL MANAGEMENT, L.P.
PELOTON EQUITY LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

alfred robert diloreto
RAYMOND ANTHONY SCHWABE
AALON ROSE
JEFFREY LEW
MICHAEL JOHN FINNAN
PAUL JOHN METZ
YEONG-KENG CHIEN
Steven Wagner
ALLICE REN FU
JOHN PATRICK SULIT
ANTHONY ALEXANDER LOUCA
Jeffrey Tso
ADERONKE AYANGBESAN
MENG DAN XIAO
Giscard Jean Chery
Gregg Eisenstein
JASON MARC KLAGER
SYEDMUHAMMAD ALI
CHRISTOPHER MICHAEL SALOGUB
Kirk A Mullen
Eric J Stramiello
JENNEFER CHRISTINA FIGUEREO
RALPH CHAN
Michael E Farrell
BRIAN MATTHEW LOCKWOOD
JAMES PATRICK FORTESCUE
DANIEL THOMAS HUGHEY
KRISTOPHER ROBERT KONRAD
TODD BURACH
CHRISTOPHER A PESCE
Jonathan Pugach
DEBRA ANN BUSHMAN
Lauren Aylmer
Matthew Joseph Sheerin
STEVEN JAY MILLER
Brian Christopher Crandall
PETER H GOLDBERG
ARON ADAM MESTEL
RUSSELL WILLIAM MCMANUS
MICHAEL JOSEPH LALIBERTE
Ryan Michael Sakowich
EDWARD MICHAEL O'CONNELL
JOHN MANFREDONIA
PAUL ROBERT TRAUSE
JOSEPH S MCALINDEN
Nicholas V Caiafa
ROBERT ARTHUR SUTTON
JANE CARLA DESMOND
PETER JOSEPH BARONE
MARK KRAUSS
CHRISTOPHER JAMES NOLAN
VINCENT LOPES
Christopher M Leddy
Anna Maria Jaracz
LISA MARIE VANDETTI
ANDREW JOSEPH BORZILLERI
SUSAN RUTH COHN
JOSEPH ANDREW SCOTTO
Alexander Joseph Gallego
JOSEPH ANTHONY VINCI
THOMAS WILLIAM SPUHLER
GREGORY SCHEINBERG
HOWARD PARK DUNCAN
EDWARD CHARLES LONG
CHRISTOPHER D WARD
Ethan M Davidov
MICHAEL DAVIDOV
Andrew Thomas Cabrera
MAHATIR SALAM SIKDER
Carla Gionika Rodriguez

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