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Best financial advisors in East Norwich, NY

Registered advisers within 25 miles of East Norwich, NY.

Offices
5,387
Firms
3,336
Combined AUM
$53.6T
Firm-wide filings, not assets booked only here
Clients
4.69M
4,693,756 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
IHS WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COVE PRIVATE WEALTH, LLC
LPL FINANCIAL LLC
LEGACY EDGE ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIGROUP GLOBAL MARKETS INC.
STRONGHOLD CAPITAL PARTNERS LLC
OLD BRIDGE WEALTH, INC
SPIRIT OF AMERICA MANAGEMENT CORP

Investors

JASON LEE
JESSICA LEE FERARES
Joseph J. Cifarelli
PATRICK BERNARD LOUGH
ARNOLD ROGER KERBIS
Jiabao Cai
Alexander Joseph Gallego
ALEX IVAN GALLEGO
ANTHONY FRANK LOGRIPPO
Matthew Frank Ranieri
MAUREEN KENNEDY
BRIAN EDWARD NERNEY
JAMES MARTIN MARINO
PETER JOHN BURKLY
JOSEPH CARMELO CAPEZZA
Jeffrey John Whalen
Lori B Jackson
LESZEK JULIAN MICHNIEWICZ
JASON SEAN KASS
CHARLES HENRY WHITMAN
KAREN RANDY FILLER
SCOTT JASON ISRAEL
KENNETH DAVID DENICOLO
Lutelles Lindley White
THERESA ANN BILELLO
TIMOTHY JOHN SOMMER
HUI YAO KELLY LIN
KEVIN MARSHALL BROOKS
Collin Roy Church Glover
ROBERT PAUL MARRONARO
ROBERT FRANCIS ROM
Mark Lawrence Tunkel
CHRISTOPHER NOONAN
ROGER JOSEPH SCHILLING
CHRISTOPHER MEZZASALMA
DAVID Y SKUROWITZ
NEIL FERRENTINO
GRIFFIN PATRICK WAGNER
Anthony Joseph Zizzamia
VICTOR Luis ZAYAS
MICHAEL HENRY MONGIELLO
GIOVANNI TREGLIA
JASON FRANK NARDIS
JAMES MICHAEL EZEGELIAN
Nolan Crean
RONALD IAN GANZ
Sergey V Kovalev
Peter Stephen Isler
Michal Lacheta
MICHAEL JOSEPH NORTON
CHARLES CHRISTOPHER CASTRO
ANGELO STRAZZERA

Within 25 miles of East Norwich, NY, Best Investors lists 3,336 registered investment advisory firms with 5,387 offices nearby, managing about $53.6T in combined regulatory AUM across 4,693,756 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 East Norwich

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 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM