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Best financial advisors in Jericho, NY

Registered advisers within 25 miles of Jericho, NY.

Offices
5,467
Firms
3,423
Combined AUM
$53.9T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,714,036 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

MERKKURI WEALTH ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANDERBILT ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
ALPHA CONCEPTS LLC
CETERA INVESTMENT ADVISERS LLC
FIRST LONG ISLAND INVESTORS, LLC
UBS FINANCIAL SERVICES INC.
RBC CAPITAL MARKETS, LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
SASSICAIA CAPITAL ADVISERS LLC
OPAL WEALTH ADVISORS, LLC
MORGAN STANLEY

Investors

PARESH B SHAH
Shamik Paresh Shah
VINCENT NOAH DE VITA
PETER BRANDON ABRAMI
Ryan Winski
AMOS AKINYOOYE
Szehaw Phang
PETER CHAN
JOSEPH STANLEY KALINOWSKI
GERARD SIMONELLI
MARK ELLIOT GROSSMANN
CHRISTOPHER SKUTNIK
Jennifer Bracey
Joseph Burns
CHARLES LOUIS SCHLAPP
EDMUND GERARD ADOMAITES
EDWARD CHARLES PALLESCHI
DYLAN PAUL KLEIN
ROBERT DANIEL ROSENTHAL
RALPH FRANCIS PALLESCHI
PHILIP W MALAKOFF
WESLEY Xavier LLADO
BRIAN PHILLIP GAMBLE
CATHERINE PATRICIA BOYLE
THOMAS ASTA
Jeffrey Michael Isaac
ANA BELTRAN
LAUREN MADIA
Ryan Tacher
MARC ANTHONY ACOSTA
JOSHUA FRANKEL
JOSHUA DRAPKIN
STEVEN TACHER
NICHOLAS BENJAMIN SCORDATO
PAULA M ROHR
KENNETH ANDREW YAGER
MARINA MATTHEWS
SUZANNE MARIE REPOLE
DIANE JOHNSTON
JENNIFER N GUSZ
AMANDA NICOLE LIBRIZZI
PETER J. KIM
WILLIAM ANTHONY CARMODY
CHRISTINE MUNEYYIRCI
ROBERT SPINA JR.
JONATHAN GUZMAN
GERARD BANDINI
ANTOINETTE W WALLACE
MARIANNE H MINIO
TRACY A DELLOMO
DAVID HOWARD CHODOSCH
JOI LYNN GENERAZIO
MARIA CONCILIO
ROSARIO GILIBERTO
HERBERT SETH HOFFMAN
PETER W. ROSENTHAL
AMY BETH CASTAR
CHARLES EDWARD CRYSTAL
TONIA MARY DILLON
JOHN THOMAS CAMPBELL
Sevan Chakiryan
MARILYN FREEDMAN
KEVIN G MAHONY
MARIA ANN GASPARRO
ALAN L KATZ
MARGUERITE KRAMER KIRCHER
JAMES DONALD WEIL
CHRISTINE ELIZABETH HENRY
CHRISTOPHER MICHAEL FAGGIONI
JASON BRANDON NEWMAN
ROSEMARIE ARAGONCILLO
SUZANNA CHARBONNIER
WARREN STEVEN ALSTODT
MICHAEL JAMES MEEHAN
JENNIFER HALPER
CHRISTOPHER ROBIE REILLY
KEVIN K CLARK
MICHAEL HENRY MEYERS
CHRISTOPHER JAMES LORIA
JAMES JOSEPH MONTALTO
JAMES FRANKLYN VANDEWALLE
LINDA GAYE SAMA
DANIEL SCHEINTHAL
DARLENE MARY CAREY
DIANA MELYNA ROMEO
KATHERINE MARY DEAN-STAHL
DANIEL LLOYD GIBBONS
GINO CAROLLO
LEE A KORN
JOSEPH NINO FILOSA
Jonah H. Blumenthal
Christine Nardella
Chelsea Barrows
JULIA CHRISTINA DIFIGLIA
HOON NONE CHUNG
JOHN GIRONA LABRADOR
GAIL P BARBARO
MICHAEL J BERGER
RICHARD A. GLASSER
KIMBERLY ANNE CASPER
MAUREEN ANNE DEBOBES
SARI WARSAW
ROMAN YAKUBOV
JONATHAN ROSS FLADELL
BRIAN R DARIAN
Krystle Gesmundo
AKIRA M KIDO
Jenna Marie Muscarella
Robert John Pascucci
JENNA Rose ARONOFF
Merek L Glover
Antonio F Biscardi
ALLISON BETH GIFFUNI
MARK ANDREW HOPPER
KATHRYN A CASTELLI
KRISHNA IYER
ELIZABETH ANN GIDGE
JOSHUA WIDMAN
JONATHAN JAY KAYNES
KAREN LEVY
ADAM N RAZOV
TONY CALVIN SCHULTZ
MATTHEW NEAL SILVER
KERMA M BRUNECKER
Stefanie R Andors
LORI SCHILLER
YATIN KIRTIKUMAR DOSHI
SEAMUS MITCHELL
MICHAEL SIMON
Keith E Nubel
WAYNE FAY LEE
DANIELLE J TASSIS
CHRISTOPHER FRANCIS SMITH
AMANDA ZANFINI
MICHAEL JAMES GREENE
BENJAMIN JOHN MIHALIK
PATRICIA J GALLARDO
Breno Costa Vilete
DANIEL JUSTIN GRIESMEYER
JUSTIN DANIEL MANISCALCO
Leonard Baldassare
Jaclyn Anne DiMarzo
Thomas Asprinio
Arya Y Doshi
Tyler D Epakchi
Michelle Allison Kaplan
Cole C Snyder
Nicolas Mangia
Salvatore Leonardo Cammisuli
Joseph J Gillespie
Isabella Nicole Palagonia
IRA HOWARD MARK
FRANK LOURENSO
PAUL DAVID ANNUNZIATO
THEODORE JOSEPH GRIPPO
ERIC PHILIP ROSEN
RICHARD ALLAN JENKIN
Anne Marie Cammarata
DANIEL MAURICE MANISCALCO
COREY IRA STEIN
MARTIN RICHARD BANK
THOMAS WILLIAM FERRANTE
JEFFREY MARC MUCHNICK
AMANDA MARIE DECKER
LISA BETH PUNTILLO
ERIC WADE PESKE
KATHLEEN M SMIELEWSKI
ERIK WOLF
ELAINA LYNN FLYNN
AMANDA M FINNIE
BRADLEY JAY SCHATZ
Anthony Faicco
DINA ELYSE GREENE
Danielle N Jackson
Salvatore M Cassar
Louis Mangia
Sarah R Porcellini
Evan I Arzanipour
Zachary Starr
ROGER MICHAEL STERN
SUSAN DAVIS PAYTON
Simon Alexander
Jody P Sacks
JOHN RICHARD QUINN
WILLIAM BURNS
STEPHEN KAPLAN
JASON PAUL BROTTMAN
FRANKKI Ann MOSKAL

Within 25 miles of Jericho, NY, Best Investors lists 3,423 registered investment advisory firms with 5,467 offices nearby, managing about $53.9T in combined regulatory AUM across 4,714,036 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 Jericho

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 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM