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Best financial advisors in Eastchester, NY

Registered advisers within 25 miles of Eastchester, NY.

Offices
6,235
Firms
3,772
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,637 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

SPC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
CITIGROUP GLOBAL MARKETS INC.
CAPITAL PRESERVATION PARTNERS, INC.
PARK AVENUE SECURITIES LLC
EDWARD JONES
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVEN GRAND MANAGERS LLC
EAGLESTONE CAPITAL MANAGEMENT LLC
VIONI CAPITAL MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
WIEDER FINANCIAL CORP.

Investors

ADAM PETER KOZAK
DIANNE PRITCHARD
Christopher Cameron
MARK M MINKLER
PETER G SCLAVO
KENNETH I WEINSTEIN
ANDREW JOSEPH MASSELLO
MARCOS A CABRAL
CHARLES ANDROSIGLIO
Thomas Brown
HAU LING CHENG
JOHNATHAN Luke PETERSON
JEFFREY BAEZ
ILIR GJONI
MADELINE ISAACS NOVECK
SAMUEL D KATZ
Michael T Sheridan
FRANK CHIODI
Andrew Louis Nickoletos
PATRICK RYAN ROGERS
FREDERIC THOMAS STUPART
LISA MARIE VIONI
MICHAEL CHRISTOPHER OAKLEY
JOHN A. WIEDER
JONATHAN KEITH JAEGER
PAUL SCOTT LEVIS
PAUL ANTHONY LEVIS

Within 25 miles of Eastchester, NY, Best Investors lists 3,772 registered investment advisory firms with 6,235 offices nearby, managing about $61.7T in combined regulatory AUM across 4,720,637 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 Eastchester

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