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Best financial advisors in Locustwood, NY

Registered advisers within 25 miles of Locustwood, NY.

Offices
5,586
Firms
3,449
Combined AUM
$60.8T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,310 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
LEBENTHAL GLOBAL ADVISORS, LLC
DRUM CAPITAL MANAGEMENT LLC
LYKOS GLOBAL MANAGEMENT, LP
FIRST RESERVE
CWM, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
A.G.P. / ALLIANCE GLOBAL PARTNERS
MARINER INDEPENDENT
BCR WEALTH STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
FINANCIAL PLANNING ASSOCIATES, LLC
HALYARD ASSET MANAGEMENT LLC

Investors

DOMINICK TAVELLA
Jonathan Schott
FRANK RALPH LORIA
CLAUDIA JANE STERN
KEITH CHATEL
PHILIP TAVELLA
NICHOLAS EMANUEL CAPPELLO
MICHAEL JOHN TAVELLA
ELY BANGIYEV
MICHAEL AVERY HARTZMAN
WILLIAM GERMANAKOS
MARK ALLEN GAYNOE
Henry Montag
THOMAS FRANCIS KATOVITZ
EVERETT SCOTT YOUNGBERG
Scott Matthew Hartzman
MARK EDWARD RIENERTH
LAWRENCE DAVID SPRUNG
DOMINIC VINCENT PRIVITERA
MARIA CARMEN BARNES ABUSTAN
Jorrell Rawlin Bland
THOMAS Alphonse WENTHEN
SETH FINKELSTEIN
KLARA LEON
MITCHELL ALLAN BAUM
JOHN ANDREAS PROXENOS
DEREK GUSTAVO COLLAZO
CHARLES JOSEPH MORGAN
LOUIS C TOMASELLA
AMY HARRISON
MALCOLM WHELEN GREENOUGH
LAURIE SUSAN GROSS
HEMANT PAL SINGH
KAYVAN KAROON
GEORGE MICHAEL RUSSELL
NICHOLAS STEVEN CHOMAN
DAVID ADAM SOLOMON
Aryeh Moses Mentzel
HAROLD SASNOWITZ
WILLIAM ANTHONY DIODATO
DANIEL WHITING BUCKLEY
JOHN ROSS
JOHN JOSEPH FRASER
CHRISTINE MARIE RELYEA
VICTOR CEPEDA
ANTONIO ANGELO TADDEO
Joanna Kim
MICHAEL PAUL MAZZILLI
DANIEL WALTER SAALMAN
MATTHEW JOHN FALLON
SHIVA PRASHANT BHASHYAM
VICTOR M MELENDEZ
James M Dieguez
EVAN C ROSS
JESUS E LOPEZ
ANIL SINGH

Within 25 miles of Locustwood, NY, Best Investors lists 3,449 registered investment advisory firms with 5,586 offices nearby, managing about $60.8T in combined regulatory AUM across 4,719,310 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 Locustwood

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