Best Investors Account Sign in

Best financial advisors in Forest Hills, NY

Registered advisers within 25 miles of Forest Hills, NY.

Offices
5,904
Firms
3,499
Combined AUM
$60.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,067 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CHARLES SCHWAB & CO., INC.
ACORN CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
TACTICAL ROTATION MANAGEMENT, LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC

Investors

Kevin Ruiz
Alexander Faerman
Nicolas Carmona Vallejo
Jonathan P Simpson
SAMUEL GOLDBERG
VICTOR TEJADA
Diana Anna Krawiec
Aly-Eldean Mahmoud Ibrahim
Lidija Nikolic
Ming Y Huang
MICHAEL KEYMAN JUHN
Reinaldo Jorge Alonso-Malubay
Khristal Slater
Sze Man Nip
Sanjay C Malik
KAREN KALKINES
Shi Gong Jin
Adrien Ventura
MISAEL MENDOZA
Mircea D Selegean
JAMES ANTHONY GARGIULO
Michael T Rooney
Esther Luk
JEFFREY STUART RESNICK
COREY CHRISTOPHER ROLLING
Liang Shen
Rochelle Cohen
DAVID BRYAN CUMMINS
EDWARD WILLIAM BLATZ
FRANCESCO CUCUZZA
JEFFREY FRANK DAMASCO
JACK JOSEPH SENG
Jonathan Ferrufino
DORY ADORACION V JACINTO
James David Montijo
Ediberto Romero Bonilla
ROXANNE PORTER
KWAI YUN CHAN
KELVIN ACEVEDO-LIZ
Sudev Singh
ABIGAIL PAMANANO NEPOMUCENO
Emily Dennis
Anthony Joseph Panarese
Tyler Josephs
Zihao Zhu
THOMAS JAMES HORAN
Matthew Ryan Seymour
CRAIG ADAM BERGEN
Joshua T Bergen
EDWARD SECKER
SALVATORE D CERAVOLO
LEOPOLD GARCIA
AMARIS RAY
ROHAN HANDA
ALAN S LI
Jennaydra Dance Jordan
Saira Khan-Torres
DENNIS WALTER CASEY
ALEXANDER RUIZ
JEOVANNY MARIA MARTINEZ
ANGELA SARTORI

Within 25 miles of Forest Hills, NY, Best Investors lists 3,499 registered investment advisory firms with 5,904 offices nearby, managing about $60.5T in combined regulatory AUM across 4,719,067 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 Forest Hills

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