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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
WORLD INVESTMENT ADVISORS, LLC
WEALTHLET
MILL ROAD CAPITAL
FIVE FACTOR CAPITAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PIER CAPITAL, LLC
GREYLOCK CAPITAL MANAGEMENT, LLC
QUARVE ASSOCIATES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PRIME CAPITAL FINANCIAL
PARK AVENUE SECURITIES LLC
PFS INVESTMENTS INC.

Investors

Linsey D Mills
WILLIAM MONOS GREENFIELD
Stephen Zheng
JARED J CUTLER
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI
John Zupka
HARRY CHARLES KATZ
PETER RICHARD HALL
Christopher William Curcio
MARK JAMES DEROSA
Mathew George Callaghan
Richard Michael Parry
KLARA MURATOVA
GERARDO SANTANGELO
Christian Pinglo
Michael S. Casey
MARK RUDY RAGHUNANDAN
DAVE HENRY
JOSE MORALES
CORDEL EVAN BRYAN

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