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Best financial advisors in Fresh Meadows, NY

Registered advisers within 25 miles of Fresh Meadows, NY.

Offices
5,855
Firms
3,523
Combined AUM
$61.1T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,216 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
EAGLE STRATEGIES LLC
LATITUDE ADVISORS, LLC
SANTANDER SECURITIES LLC
LPL FINANCIAL LLC
NGC FINANCIAL, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

FABRIZIO BLYTH GLICK
WENYU ZHANG
JASON CHRISTOPHER LARKINS
David William Qadir
MICHAEL MONTEVERDE
Ying Zhang
John Renda
Alma Sehovic
Andrew Tsiolas
ALFREDO TORRES
Susan Davis
Zhan Wu
JAMES KIM
MICHAEL JEFF
Vidya V Jaggernauth
Irene E. Khane
Peter J Costa
JESSICA HAN
DAWN SHERI WEST
ANTHONY JARED BIANCO
Esteban Santos
Francisco J Lopez
Julian D. Naiken
Charles A. Gutierrez
NEIL GEORGE CAROUSSO
Chris Maliarakis

Within 25 miles of Fresh Meadows, NY, Best Investors lists 3,523 registered investment advisory firms with 5,855 offices nearby, managing about $61.1T in combined regulatory AUM across 4,720,216 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 Fresh Meadows

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