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Best financial advisors in Lincolnton, NY

Registered advisers within 25 miles of Lincolnton, NY.

Offices
6,272
Firms
3,640
Combined AUM
$61.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,609 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

CLARION CAPITAL PARTNERS, LLC
CAPITAL COUNSEL LLC
AXIUM INFRASTRUCTURE US INC.
RIDGEWOOD INFRASTRUCTURE
LONG POND CAPITAL, LP
CAIS ADVISORS
AWM INVESTMENT COMPANY INC
SKYBRIDGE CAPITAL II, LLC
JULIUS WEALTH ADVISORS, LLC
ALTUM CAPITAL MANAGEMENT, LLC
ONE INVESTMENT MANAGEMENT US LLC
ARKAY VENTURES
HS MANAGEMENT PARTNERS, LLC
GREENLAND CAPITAL MANAGEMENT LP
NORTHERN TRUST INVESTMENTS, INCORPORATED
J.P. MORGAN SECURITIES LLC
FOURSIXTHREE CAPITAL LP
JEFFERIES RESEARCH SERVICES LLC

Investors

LAUREN NMN BLUM
MATTHEW JOHN EMMANUEL FRIEDMAN
Samuel Andrew Magid
TERENCE SEAN GREENE
NICOLE ROBIN SCARPATI
JUSTIN BENJAMIN BERRIE
Jason Blumstein
HARRY WILLIAM SEGALAS
ROBERT GUY GEBHART
BRIAN MICHAEL FINNEGAN
KENNETH H LASSNER
Peter Zabiegala
ROBERT STEPHEN EATON
Isabel Machlin
LANCE DOUGLAS VEGNA
Rushiraj Trivedi
Aaron Vilinsky

Within 25 miles of Lincolnton, NY, Best Investors lists 3,640 registered investment advisory firms with 6,272 offices nearby, managing about $61.3T in combined regulatory AUM across 4,721,609 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 Lincolnton

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