Best Investors Account Sign in

Best financial advisors in Elwood, NY

Registered advisers within 25 miles of Elwood, NY.

Offices
1,928
Firms
921
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,558 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

ROSEMARK ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALPHA CONCEPTS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SHELTER ROCK MANAGEMENT, LLC
BLOOMSCHON CPAS LLC
J.P. MORGAN SECURITIES LLC
DAI WEALTH, LLC
OSAIC WEALTH, INC.
R. SEEGER WEALTH MANAGEMENT, LTD
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
KOMICH CAPITAL ADVISORS

Investors

MATTHEW MARC RACANELLI
REBECCA ROSE KEIFFERT
Juleigha Schmidt
Szehaw Phang
JOSEPH STANLEY KALINOWSKI
GERARD SIMONELLI
MARK ELLIOT GROSSMANN
CHRISTOPHER SKUTNIK
Jennifer Bracey
Joseph Burns
ANDREW KERR FRANK
SEAN EDWARD CHAITMAN
LAURENCE ROBERT BLOOM
Angelo Magoulas
Jonathan Hernandez
ROY VINCENT PFLEGER
DAVID P CALDERON
MICHAEL J GRAND
SERGIO KINDLER
PETER HOWARD JANOWSKY
BRIAN SCOTT PARNESS
MICHAEL C JONAS
CHASE HENRY GROSSE
HOWARD ROBERT ASCH
EDWARD ALBERT WARDLE
ROBERT A SEWALL
DANIEL ELBAZ
DEE S WALKER
KENNETH RICHARD FEMIANO
MATTHEW GERARD WALSH
GERALDINE ANNE SPINELLA
TIMOTHY JOHN HARLEY
ARBEN KUPI
STEVEN SHORR
RICHARD T SEEGER
Vincent G Perrotta
Melvin Tom
PAUL JASON MORA
Christian Novoa
PRADEEP KAUR
Vincenza Draper
DAVID JONATHAN WILCOX
KEITH EDWARD ROBERTSON
MATTHEW J MURPHY
Mark Robert Calaci
JOHNATHAN ANDREW KOMICH
MARGUERITE DANAHER
Robert Neil Gargiulo

Within 25 miles of Elwood, NY, Best Investors lists 921 registered investment advisory firms with 1,928 offices nearby, managing about $20.2T in combined regulatory AUM across 2,923,558 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 Elwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM