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Best financial advisors in Dobbs Ferry, NY

Registered advisers within 25 miles of Dobbs Ferry, NY.

Offices
5,996
Firms
3,736
Combined AUM
$61.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,066 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIGROUP GLOBAL MARKETS INC.
MA ASSET MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
PRIVATE ADVISOR GROUP, LLC
STEWARDSHIP FINANCIAL PLANNING
AMERIPRISE FINANCIAL SERVICES, LLC
HUDSON CAPITAL MANAGEMENT INC.
CHARLES SCHWAB & CO., INC.
WIEDER FINANCIAL CORP.
LPL FINANCIAL LLC
RATIONALWAVE ASSOCIATES CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

Taisha Yunez
MARK WALTER LINDBERG
Jonathan Gallashaw
Shereene Welsh Aitcheson
MARIA KATSOUGRAKIS
MITCHELL MARK EISENBERG
ROYAN RAMKISSOON
JULIE MAE PERMUTT
KEITH ANTHONY COX
ANTHONY LAFRANCA
CRAIG HOWARD TULL
MARK WILLIAM ROGERS
MARIA PAGANO
JOHN ITALIANO
Grover C. Henson
Lisa DeAnne Longo
LIAM THOMAS MCGARRY
JOHN BELLUARDO
Jean Kim Sears
James Tipper Sears
JOHN ANDREW SANFILIPPO
DANIEL STEPHEN GIUNTINI
Rita Esquenazi
JARED MARK PICHE
Jimmy Hernandez
INDIRA CELENY VALLADARES
VICTORIA BARBARA DE PAOLO
Richard Charles Crews
Allie Lehman
GEORGE BRAKATSELOS
Vincent J. Rago
JOHN A. WIEDER
JONATHAN KEITH JAEGER
PAUL SCOTT LEVIS
PAUL ANTHONY LEVIS
JEFFREY BAEZ
DERICK LEE PANTOJA
ANDREW JOSEPH MASSELLO
Thomas Koscal
James M. Bennett

Within 25 miles of Dobbs Ferry, NY, Best Investors lists 3,736 registered investment advisory firms with 5,996 offices nearby, managing about $61.6T in combined regulatory AUM across 4,720,066 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 Dobbs Ferry

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 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM