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Best financial advisors in Crestview Heights, NY

Registered advisers within 25 miles of Crestview Heights, NY.

Offices
68
Firms
30
Combined AUM
$8.66T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,174,738 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
ASHTON THOMAS SECURITIES, LLC
VOSS WEALTH MANAGEMENT
EDWARD JONES
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Investors

HOWARD CHRISTOPHER PALMER
MAXX RICHARD VANVORCE
KEENAN M MILLER
Alyssa Jordan Clark
CAITLIN ANNE KUHNEN
JEFFREY GLENN THATCHER
KEVIN EDWIN PORTER
CHRISTA RAENNE PERRY
RACHAEL ASHLEY KETTLE
STEPHEN PAUL CARR
JOHN JOSEPH LAVO
DENNIS ALAN BELARDINELLI
DAVID CHRISTOPHER ROCHE
BRIAN MATTHEW TETA
RUSSELL E. DIZER
JILL RENEE CHAPMAN
Benjamin Thomas Herrick
CHRISTOPHER YURKO
Kent E Sisco
EMIL JOSEPH BIELECKI
MATTHEW BRUCE ADLER
Ryken George Ruuspakka
BRIAN ANTHONY VOSS
DAVID JOSEPH POWELL
David Carl Mazzini
Angela R Driscoll
CARY TODD POSNER
ROBERT STEVEN KLINE
THOMAS MICHAEL SUROWKA
Ronald C Ciotoli
JENNIFER MARY RYBA SPURGAS
Thomas Christopher Hurd
JONATHON LESTER MYERS
KEVIN W KIRCHHEIMER
BRIAN JAMES DERRY
Michael Kaiser
Marco Montone
STEPHANIE M KILB
VICKI LOUISE BEVIN-HUTCHINSON
JOSEPH DAVID LIPSITZ
Peter Mitchell
Kevin Charles Vestel
WILLIAM JEROME REYNOLDS
MICHAEL ANDREW RABIDEAU
KEVIN BRADY WITMER
JEFFREY PATRICK RICCHIUTI

Within 25 miles of Crestview Heights, NY, Best Investors lists 30 registered investment advisory firms with 68 offices nearby, managing about $8.66T in combined regulatory AUM across 1,174,738 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 Crestview Heights

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM