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Best financial advisors in Katonah, NY

Registered advisers within 25 miles of Katonah, NY.

Offices
1,604
Firms
902
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,250,428 clients when Item 5C has a number
Avg / client
$6.70M
Combined AUM ÷ clients

Nearby offices

Firms

ATWOB
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAUL M WILLIAMS LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
WYSER-PRATTE MANAGEMENT CO., INC.
CANNISTRA FINANCIAL ADVISORS INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CLARITY INVESTMENTS + PLANNING LLC
KESTRA ADVISORY SERVICES, LLC
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Investors

MICHAEL TOM
RICHARD TODD REBORI
JOHN RALPH NATALO
Jay Allyn Durante
Steven G. Horowitz
Edward W. Dunn
Pieter Daniel Loots
Paul Michael Williams
PHILIP ERNST RICHTER
VICTOR JOSEPH CANNISTRA
DAMIAN PAUL PETTA
RUSSELL EVAN GLICKSTERN
DAVID ROGER RABINAW
Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
ANTONIA SEESINK CLEARWATERS
MATTHEW LAURENCE
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Maria Castellon
Asmir Malevic
Karen Lynn Dillon
Ronald E. Fisher
Aaron C Simone

Within 25 miles of Katonah, NY, Best Investors lists 902 registered investment advisory firms with 1,604 offices nearby, managing about $21.8T in combined regulatory AUM across 3,250,428 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 Katonah

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM