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Best financial advisors in Kings Point, NY

Registered advisers within 25 miles of Kings Point, NY.

Offices
6,153
Firms
3,704
Combined AUM
$61.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,177 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
HSBC SECURITIES (USA) INC.
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
HIGHLAND WEALTH ADVISORS, LLC

Investors

CHRISTOPHER A KOOPMAN
Anthony Francis Mammano
CHRISTOPHER VOLBERG
JOHN RYAN
Sean Michael Paton
Noah Andrew Kowalewsky
ANTHONY G BIANCHI
MICHAEL Anthony RADOVICH
NICHOLAS VICTOR LIMONGELLI
VANESSA AULESTIA
Brandon David Goldberg
JOHN A LIMONGELLI
RICHARD A BELLOFATTO
PETER M MAINO
MARK STEVEN ZIAS
NICHOLAS JAMES PETRUCELLI
Bryan Thomas Carlucci
STEPHEN BRIAN FALGOUST
Laura Rosovich
JARAD TONG
MELODY NADINE FULLER
YEONG-KENG CHIEN
Steven Wagner
ALLICE REN FU
JOHN PATRICK SULIT
ANTHONY ALEXANDER LOUCA
Jeffrey Tso
ADERONKE AYANGBESAN
MENG DAN XIAO
Giscard Jean Chery
Gregg Eisenstein
JASON MARC KLAGER
SYEDMUHAMMAD ALI
PETER NREKIC
CHRISTOPHER KUMAR
Jason Robert Perez
JuneHee Woo
QIAOLING CHEN
ANTHONY JARED BIANCO
Jorge Luis Gonzalez
Yunghua Michael Ma
FANG-YU LIN
JAMES GEORGE
SAJI THOMAS
MAHMOUD MANSOUR
Muskaan Arora
PEDRO M ESPEJO
Oscar Kai Colon
CHRISTOPHER SCHWARTZ
Salvatore Sferruzza
WILLIAM EDWARD HUTCHINGSON
IRA WADE SCHACK

Within 25 miles of Kings Point, NY, Best Investors lists 3,704 registered investment advisory firms with 6,153 offices nearby, managing about $61.6T in combined regulatory AUM across 4,721,177 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 Kings Point

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