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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

VIKING GLOBAL INVESTORS LP
UBS FINANCIAL SERVICES INC.
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
GREYWOLF CAPITAL MANAGEMENT LP
OLSTEIN CAPITAL MANAGEMENT, L.P.
RBC CAPITAL MARKETS, LLC
STERLING INVESTMENT PARTNERS ADVISERS, LLC
CITIGROUP GLOBAL MARKETS INC.
FAIRLEAD ASSET MANAGEMENT LLC
FAIRLEAD STRATEGIES LLC
CHARLES SCHWAB & CO., INC.
BRACCO ASSET MANAGEMENT
TWINBEECH CAPITAL LP
DELTA WEALTH MANAGEMENT, LLC
DYNAMIC BETA INVESTMENTS LLC
MAGNOLIA CAPITAL MANAGEMENT
AMBINA PARTNERS LLC

Investors

JAMES J JOSEPH HARTIGAN
DEREK J JOHN THOMPSON
KEVIN M KNISLEY
Nicholas Sinchak
NICOLE CHRISTINE INNARELLI
ELIZABETH ANNE MAHR
WILLIAM COURTNEY GOURD
MATTHEW PATRICK TERRY
ANDREW BRADFORD SHANTZ
PHILLIP HARRISON BLAIR
DAVID F. BALL
PRESCOTT ROMEYN
MELISSA FRAINE SPOHN
BRANDON KEVIN MARTY
SARAH T PETRONE
Francis James Nuzzolo
Kathleen Mcelaney
EDWARD MICHAEL BRENNAN
FREDERICK RUSSELL HAHN
SUSAN AMY HOWARD
TERESA ANNETTE JACOBSEN
SANDRA LEE BRIGHT
BRIAN EDMUND BELAK
MICHAEL D. DOLAN HENDERSON
CHARLES H DULLEA
DAVID HUNTER PRIEBE
GREGORY DANIEL MERRILL
JAMES P SHANTZ
LORETTA LANG FINCK
SUSAN S BORDASH
MATTHEW ROBERT KLEIN
ASHLEY NICHOLE KAISER
Daniel Trevor Ingraldi
Jaquelyn Rose Mantione
GREGORY DAYTON MILLER
ROBERT JOSEPH LENIHAN
KATHLEEN M FERRARO
BRETT COLTMAN
ANDREA H ANDERSON
JOHN E DOLCE
FRANK JOSEPH LOCKWOOD
Danielle Andrea Fujioka
JOHN ROBERT DOYLE
ROSS JOSEPH LICERO
LAURIE ANN PALLAS
LUZ M GOMEZ
NICOLE MASEY AYUB
JOHN RAYBURN CULLINANE
Alexis Zona
MICHAEL GEORGE MARTINEZ
Harris Grodin
JENNIFER CULP
MONICA A MCCARTAN
ALEXANDRA IDA SALVATORE
PAUL TODD BARNABY
Louis Marc Giangrande
LAUREN DANIELLE GREICO
MARC NICOLAS COLAMARIA
LAUREN BELLINI
JEFFREY C SAMSEN
BARI KRAMER
GLENN RANDALL BIANCO
KEVIN BERTONCIN
Elena Tashlitsky
MARISA INGRAHAM
ROGER PHILIP MATLES
GEORGE PAUL KANAS
JOHN BERNARD MORAN
STEVEN ROBERT SHERESKY
JEFFREY LLOYD SHERESKY
MICHAEL THOMAS COLLINS
KATHERINE TOWNSHEND STOCKTON
William Lawrence Tamplin
Tracy Anne Townshend
Ismail Serhan Haknasar
LISA ANN SANDHAUS
KEVIN PAUL JUDGE
ROBERT ALLAN DEFRUSCIO
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL

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