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Best financial advisors in Highland Mls, NY

Registered advisers within 25 miles of Highland Mls, NY.

Offices
449
Firms
156
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,527 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
GUARDIAN WEALTH PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
B. RILEY WEALTH ADVISORS, INC.
PRENTICE INVESTMENT MANAGEMENT, LLC

Investors

SIMON WEINSTOCK
YEHUDA LEIB FLOHR
Aaron Glauber
Michael Del Grosso
Edward Kerrisk
CRISTIAN BIONDI
Steven Lombardo
DOUGLAS MICHAEL STERNEMANN
DANIEL LOUIS LOFRESE
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
Janine Michelle Peck
Robert Peter Priore
Michael Peter Sarubbi
BRENDA ANN HEITMULLER
Tyler Miller
PHILLIP IAN WILLIAMS
Bryan Rourke
Anthony Vito DiGennaro
Charles Ryan Betcher
Anibal Cruz
Peter Joseph LoPresti
Gerard MICHAEL MORRA
AMAN GOEL
CHRISTOPHER TUCCIARIELLO
KEVIN JAMES MULQUEEN
KENNETH GARY COPANS
MICHAEL VINCENT PORPORA

Within 25 miles of Highland Mls, NY, Best Investors lists 156 registered investment advisory firms with 449 offices nearby, managing about $12.4T in combined regulatory AUM across 2,758,527 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 Highland Mls

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM