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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

NEW AGE ALPHA
HAYBEACH CAPITAL MANAGEMENT, LLC
PHOENIX MERCHANT PARTNERS, LP
EVERBRIDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
HELIANTH INVESTMENT MANAGEMENT LLC
GALLATIN POINT CAPITAL LLC
37SPRUCE INVESTMENT PARTNERS, LLC
SCIENCE & TECHNOLOGY PARTNERS, L.P.
WHEELOCK STREET CAPITAL LLC
KALMIA ADVISORS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

GREGORY EDWARD BRUSHETT
RYAN Joseph MCDERMOTT
Russell Dygert
Carla Gionika Rodriguez
CHARLES STEVEN KASSATLY
PETER KATSIGIORGIS
Michael Mott
ERIC W ROSENER
Andres Libreros
Ethan Aulino
GIUSEPPE BONURA
JAIME JOSEPH BARRIOS
Mark Stephen Klebanoff
PATRICIA THOMAS
Michael John Wieber
Marvin Garcia
ROCCO STEFANO MARTINELLI
Brandon Dariotis

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