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Best financial advisors in Knickerbocker, NY

Registered advisers within 25 miles of Knickerbocker, NY.

Offices
5,879
Firms
3,359
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,718,327 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

COPPER FINANCIAL
J.P. MORGAN SECURITIES LLC
CONSONANT VENTURES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
MML INVESTORS SERVICES, LLC
RAGA PARTNERS LP
ANSA CAPITAL MANAGEMENT, LLC
ASPIRIANT, LLC
LAPA CAPITAL PARTNERS LLC
LPL FINANCIAL LLC
BOWERY CAPITAL
OSAIC WEALTH, INC.
VARIANT
DEVIATION CAPITAL
SHADOWBOX LOGISTICS
KEIDAN MANAGEMENT INC.
HBSE MANAGEMENT, LLC

Investors

IAN STUART COLE
Machoura Akmalkhodjaeva
Andre Maurice Yoskowitz
Jake Christopher Wu
SETH IZAK HOFSTETTER
XIAO LIANG HONG
WeiMing Jiang
Hengrui Xu
Thomas J Huang
Jason Pasquariello
ERIC FINS
WENDY J LAM
Jiaxuan Li
QINGRONG CRISTINA CAI NICOLAY
FENG ZHENG
Peizhen He Wong
Fong tin Kuo
Jonathan Huan Chen
Eileen Jiang
JIACHENG SUN
David Ferraro
ADAM EVERETT STANLEY
JIMMY LEE
JUNE YUEJIAO WANG CHIN

Within 25 miles of Knickerbocker, NY, Best Investors lists 3,359 registered investment advisory firms with 5,879 offices nearby, managing about $59.7T in combined regulatory AUM across 4,718,327 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 Knickerbocker

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