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Best financial advisors in Fort Totten, NY

Registered advisers within 25 miles of Fort Totten, NY.

Offices
6,099
Firms
3,654
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,921 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
WEALTHLET
J.P. MORGAN SECURITIES LLC
NGC FINANCIAL, LLC
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
RIEMANN CAPITAL LLC
THEPARTNERS WEALTH MANAGEMENT
TD PRIVATE CLIENT WEALTH LLC
LEVEL FOUR ADVISORY SERVICES
SAG HARBOR CAPITAL MANAGEMENT, LLC
THE WEALTHPLAN LLC

Investors

Keunmi Choi
TIMOTHY PETER HARDING
LEO THOMAS KEHOE
Stephen Zheng
STANLEY YEE
SALMA BEGUM
Vincent Lin
Benvenuto Anthony DeRosa
Juan B De La Cruz
Ian Ratner
NEIL GEORGE CAROUSSO
Charles A. Gutierrez
David Brian Lilienthal
Brian P Bott
ROBERT VINCENT MIRAGLIA
GAETANO SABATINO
CHRISTINA WU
ALAN AU
Isaac McCabe
Kyle Davis
Ru Ru Zhou
Sarah Ziqi Lau
Chris Maliarakis
Hao Sheng
RABIN KAYDANIAN
Steven Kang
Jasdeep S Walia
ALFREDO TORRES
Andrew Tsiolas
JAMES D LEE
LOUIS PAUL ORGERA
BRIAN JOSEPH EARLY
ROSILYN HOFFMAN OVERTON
DAVID EFREM WARSHAW

Within 25 miles of Fort Totten, NY, Best Investors lists 3,654 registered investment advisory firms with 6,099 offices nearby, managing about $61.5T in combined regulatory AUM across 4,720,921 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 Fort Totten

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