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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

BASICVALUE ASSET MANAGEMENT INC.
U.S. CAPITAL WEALTH ADVISORS, LLC
WEALTHSPIRE ADVISORS
LEGACY EDGE ADVISORS
WEALTHSPIRE RETIREMENT ADVISORY
TOTEM MACRO ASSET MANAGEMENT LP
KRENSAVAGE ASSET MANAGEMENT, LLC
EAST END ADVISORS, LLC
BETTEREDGE CAPITAL LLC
DAVIS SELECTED ADVISERS - NY, INC.
AMHERST CAPITAL MANAGEMENT LLC
HUDSON HOUSING CAPITAL LLC
ZS FUND ADVISERS LLC
MIO PARTNERS, INC.
BRINLEY PARTNERS, LP
RHONE GROUP L.L.C.

Investors

KENNETH LAWRENCE RILANDER
Keith Hassan
Kenneth Mathieson
Jake Isaiah Given
Devanshu Amin
Sonia Gentiana Kraus
Mckayla Lea Johnson
Gloria Levorin
Wyatt Reksten
Stephane de Brechard
BARRY Howard GLADSTEIN
JOHN MCDERMOTT
EVAN M KASSIMIR
DEANA ANGULO CALVELLI
Spencer Carver
JOSEPH AUGUSTUS MACARI
HUGO FABIAN RAMIREZ
THOMAS ANTHONY CUCCI
SHEREEF HUSSEIN ANBAR
ANDREW DAVID CLAUER
GREG PAUL GRIPPA
KAITLIN LAUREN PRIJATEL
JOSEPH CHAN
JESSICA ANGELL DELLERT
ELIZABETH MARIE GREENE
JOSHUA SETH LAPPEN
KEVIN MURPHY
SUNNY LEE SOWARDS
BRIAN FRANCIS BASSANO
NADIA BRUENER
AUSTIN RICHARD GERENTINE
GUADALUPE MONTERROSO
GREGORY MICHAEL OVERBERG
JAMES MATTHEW CZEKAI
FRANK SHIAU
MICHAEL LLOYD SIROKA
SRIDHAR GANESHAN
JOHN SCOTT ZEILER
CHRISTOPHER R TORTORIELLO
Darren Jack Godsell
WILLIAM M BROSNAN

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