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Best financial advisors in Douglaston, NY

Registered advisers within 25 miles of Douglaston, NY.

Offices
5,931
Firms
3,610
Combined AUM
$61.4T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,040 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LEVEL FOUR ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
KUTZ AND COMPANY INC.
LPL ENTERPRISE, LLC
RGA INVESTMENT ADVISORS, LLC
MODOO STRATEGY LLC
PFS INVESTMENTS INC.
EDWARD JONES

Investors

AILUN WANG
SONIA KARIA
Salvina Gambino
Paul Kim
FEI YE
Peggy C Valencia
JAMES D LEE
LOUIS PAUL ORGERA
BRIAN JOSEPH EARLY
ROSILYN HOFFMAN OVERTON
PHILIP IRA WEINISCH
DEBORAH ELLEN OCONNELL
SEAN PEARLMAN
ALEX MARK WEISSMAN
JOHN JOSEPH NAEGELE
JIMMY PETERS
BARRY KEITH DURAND
MARK SCOTT GOPEN
Nicole Maree Mitchell
CHRISTOPHER KUMAR
Laura Rosovich
ANTHONY JARED BIANCO
GIUSEPPE BONURA
Ru Ru Zhou
Sarah Ziqi Lau
DENISE DRAGONETTI
Chris Maliarakis
GAETANO SABATINO
CHRISTINA WU
ALAN AU
Isaac McCabe
Kyle Davis
ANDREW B KUTZ
Chaim Deutsch
Dylan J Rose
JASON MATTHEW GILBERT
John A Foote
GWENDOLYN B WILLIAMS
David Brian Lilienthal
Brian P Bott

Within 25 miles of Douglaston, NY, Best Investors lists 3,610 registered investment advisory firms with 5,931 offices nearby, managing about $61.4T in combined regulatory AUM across 4,720,040 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 Douglaston

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