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Best financial advisors in Harbor Hills, NY

Registered advisers within 25 miles of Harbor Hills, NY.

Offices
6,123
Firms
3,695
Combined AUM
$61.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,894 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

THEPARTNERS WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
LEGEIS CAPITAL ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
RIEMANN CAPITAL LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
GENERATION WEALTH MANAGEMENT
FLAGSTAR ADVISORS
SAG HARBOR CAPITAL MANAGEMENT, LLC
THE WEALTHPLAN LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CROSS SHORE CAPITAL MANAGEMENT, LLC

Investors

RABIN KAYDANIAN
SALIM SHLOMO BASSALIAN
Steven Kang
Jasdeep S Walia
QAZI A HALIM
JUAN NICOLAS ESPINOSA
Meiyue Jin
Hao Sheng
SCOTT MICHAEL NAYER
Frank Paul Brigati
CHRISTOPHER DAVID LAVOIE
OLUWASEUN ADENIYI ADELEGAN
FRED WU
Zhiying Nie
Andrew N. Rose
Jing Xu
Tymmetha Hondreyshee Danny
CORINNE VICTORIA KURUCZA
PAUL KIM
MARK ZIGMAN
ROBERT G TESTA
JEFF Y HO
CHINTU PANDYA
EDWARD LEE
MICHAEL EDWARD SANTUCCI
DAVID EFREM WARSHAW
Christopher DeCarolis
John A Marshall
Kenneth Lynn
Kathleen Lumetta
Marc Gomberg
ANNA CHENG
Alex Katz

Within 25 miles of Harbor Hills, NY, Best Investors lists 3,695 registered investment advisory firms with 6,123 offices nearby, managing about $61.6T in combined regulatory AUM across 4,720,894 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 Harbor 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