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Best financial advisors in Cross River, NY

Registered advisers within 25 miles of Cross River, NY.

Offices
1,555
Firms
895
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,165,914 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
KNOX CAPITAL
1230 ADVISORS, LLC
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
COLCHESTER INVESTMENT COUNSEL LLC
DIAMANT ASSET MANAGEMENT, INC.
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
R & R WEALTH STRATEGIES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAUL M WILLIAMS LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
ATWOB
INVENIRE CAPITAL, LLC

Investors

Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla
Anthony Schiff
LILWYN LUCAS DYER
KRISTOFFER CARSENI
COLLEEN MARIE GLAVIN-BEINER
SARA SHAHINE BASSIOUNY
MELISSA WALLING ADAMS
NEIL SCOTT KENAGY
JEFFREY LEE SPEIGHT
Sheila Morgan
HERBERT ARTHUR DIAMANT
Evan Neil Kenagy
Edward Pejanovic
NIROTAM MAHES
FRANCISCO JAVIER RIVERA
LISA ELLEN GUERRERA
Steven G. Horowitz
Edward W. Dunn
Jay Allyn Durante
Pieter Daniel Loots
Paul Michael Williams
PHILIP ERNST RICHTER
MICHAEL TOM
RICHARD TODD REBORI

Within 25 miles of Cross River, NY, Best Investors lists 895 registered investment advisory firms with 1,555 offices nearby, managing about $21.9T in combined regulatory AUM across 3,165,914 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 Cross River

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM