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Best financial advisors in Middle Village, NY

Registered advisers within 25 miles of Middle Village, NY.

Offices
5,887
Firms
3,437
Combined AUM
$60.0T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,354 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
VOYA INVESTMENT MANAGEMENT CO. LLC
VOYA ALTERNATIVE ASSET MANAGEMENT LLC
SIGULER GUFF ADVISERS LLC
RPM CAPITAL PARTNERS, LLC
TOWN LANE MANAGEMENT LP
CBRE INVESTMENT MANAGEMENT
BREGAL INVESTMENTS, INC.
MAGNITUDE CAPITAL, LLC
ENCOMPASS CAPITAL ADVISORS LLC
INSIGHT INVESTMENT
CCAVENTUS GLOBAL CREDIT MANAGEMENT LLC
BNY MELLON ADVISORS, INC.
CC CAPITAL INSURANCE ADVISORS LLC
BNY MELLON SECURITIES CORPORATION
ARETE WEALTH ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Devlin Morales
RANDAL BRUCE BARTON
BRIAN CARL HOUSTON
BRANDON WILLIAM MICHAEL
JEFFREY ALAN LOVANIO
Dale Alan Boyer
Richard Paul McManus
Thomas Daniel Duff
Samuel Garret Reilly
MICHAEL DOUGLAS PERKINS
DOUGLAS PAUL DHOM
BRANT WOODROW GRIMES
TROY CHARLES MAAG
Michael Theis
JEFFREY DONALD PARKER
MICHAEL WOODS MEMORY
ROBERT JASON CHURA
JOHN ANTHONY SERVIDIO
RUSSELL THOMAS GREIG
KYLE ANTHONY THOMPSON
ARTHUR MICHAELS
Lee Gardella
WILLARD MCMULLIN
Carson Scott
MARLENE JOY ALEXANDER
Dixie Thornton Green
MICHAEL EMERSON YEE
SCOTT JAMES BRADY
MICHAEL WAYNE BIESZCZAD
JOHN JOSEPH KERSEY
BROOK THOMAS CONLEY
David Benjamin Quiat
DANIEL R CONTI
Griffin Fittsporter
MICHAEL ANTHONY TRAVAGLINI
DAVID MATTHEW WESKE
Alberto D'Avenia
LANCE FAIRBANKS HALLAM
WILLIAM CLAUDE THERIAULT
MARCUS PAUL ANDERSON
Brock Hoover
Kalman J DeMott
JAIME LAUREN RONCORONI
SUMMER J. CAVALIER
ANTHONY JOSEPH DESTRO
PRESTON ROY CALDWELL
WILLIAM GERARD PIERCE
Emilio C Coppin
CORBETT WILLIAM LAWRENCE
FRANK ANTHONY GERMANA
CHRISTOPHER STEVEN KRAVSOW
BRENDAN ONEILL
DAVID EDWARD WILSON
TERESA BYRNE
GREGORY J. CESARANO
Rachel Sutter
MIKHAEL DAVID HALPER
Osvin M Torres
KENT CHARLES MOEGERLE
MATTHEW JOHN SEMINO
CONNIE CRYSTAL GORCZYCA
ANDREW LIEBERMAN
FEI TSUM
Nicholas W Rutherfurd
Rebecca Lee Jin
Victoria Pantaleo
Brandon De Otaduy Nam
Graham Spencer Blackburn
Jacqueline Grace Gibson
DEBORAH SHARP
Kyle William Vaughan
Andre Ceguerra Zabala
Nicholas Nicaj

Within 25 miles of Middle Village, NY, Best Investors lists 3,437 registered investment advisory firms with 5,887 offices nearby, managing about $60.0T in combined regulatory AUM across 4,719,354 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 Middle Village

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