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Best financial advisors in Kensington, NY

Registered advisers within 25 miles of Kensington, NY.

Offices
6,079
Firms
3,679
Combined AUM
$61.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,924 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

C & C FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
CROSS SHORE CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
RGA INVESTMENT ADVISORS, LLC
MODOO STRATEGY LLC
PFS INVESTMENTS INC.
SAG HARBOR CAPITAL MANAGEMENT, LLC
THE WEALTHPLAN LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FLAGSTAR ADVISORS
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC

Investors

ALFRED DILAMANI
HAI XIA WANG
Guozhen Zhao
DREW IRA NEWMAN
DANIEL ZHAO
Kevin Robert Cohen
Kaitlyn Eileen Kelly
Peter J Cocolaras
PETER SANOULIS
LISA MARIE PELLITTERI
Kevin Kong
YONG SHENG CHEN
Eric Min Wang
JIAN QI
Chunlong Yang
Thomas JONGHWA Lee
JASON MATTHEW GILBERT
John A Foote
GWENDOLYN B WILLIAMS
DAVID EFREM WARSHAW
Christopher DeCarolis
John A Marshall
Kenneth Lynn
MICHAEL EDWARD SANTUCCI
CORINNE VICTORIA KURUCZA
PAUL KIM
MARK ZIGMAN
ROBERT G TESTA
ANNA CHENG
Alex Katz
Jing Xu
Tymmetha Hondreyshee Danny
Meiyue Jin
Marc Gomberg
Kathleen Lumetta

Within 25 miles of Kensington, NY, Best Investors lists 3,679 registered investment advisory firms with 6,079 offices nearby, managing about $61.6T in combined regulatory AUM across 4,720,924 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 Kensington

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