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Best financial advisors in Morningside, NY

Registered advisers within 25 miles of Morningside, NY.

Offices
6,251
Firms
3,621
Combined AUM
$60.9T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,486 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
AUDACITY VENTURE MANAGEMENT, LLC
LINCOLN INVESTMENT
STRATEGIC ADVISERS LLC
INFUSIVE ASSET MANAGEMENT INC.

Investors

ANDRIY SHEPETA
ANEESH PAUL
HUGO ANDRE MUJICA VENERO
KRISTEN SUJUNG HAN
Tyler D. Parise
WALKER Alan CLEVELAND
NICOLAOS CONNOR KOUTOULAS
Timothy H. Haab
Andrew S. Luehs
Peter Bergren
WARREN STEVEN LEIBOWITZ
GLENN ANTHONY BARTLETT
BRENT WARREN SALAMONE
DOMINIQUE CALLAN
ANTOINETTE FIONA KENMUIR-EVANS
Matthew Fiore
ADAM CHRISTIAN HUNTER
John Matthew Frey
Jose Francisco Cabrera
JIMMY LAZOS
KEVIN GEORGE KOCH
NICHOLAS EDWARD CARON
Frances Jung
Gabriel Alberto Negrini
Bowei Ma
Miguel Colon
PETER VASILIOS REZOS
GABRIEL DAVIDOFF
Samuel Horn
David Glazier
MIGUEL GONZALEZ
ANDREW LLOYD COHEN
IGOR BALYASNIY
Souman Das
SIDNEY WALT KAUFMAN
WILLIAM A. BRODEUR
KATHERINE HOLEHAN TROSSET
MATTHEW JOHN SUBBIONDO
MICHAEL J. DUMONT
AIDAN O'SHEA
NICHOLAS ZARR
YAROSLAVA ZAITSEVA
JOHN MCMILLEN
AILISH SULLIVAN
TREY ENDRIS
DYLAN ISAACS
CLAIRE KATHARINE ALEXANDER
MAXWELL GOLDFARB
KYLE MONACO
SOFIA BREWINGTON-WILLIAMS
GEORGE A. MILANI
JARED MULLIN
EMMA M. OSTROM
MEGAN L. KNOWLES
ROBERT CAPPADORA
MARY CATHERINE WALKER
ABDOUL AZIKA
LANDON ALPAUGH
DEAN MARTIN STARR
Hyoun Bae
Conor Seyda
Daniel Romeo
Andres Quiceno
Rebecca F. Ozirus
REGINALD LOY BLAKE

Within 25 miles of Morningside, NY, Best Investors lists 3,621 registered investment advisory firms with 6,251 offices nearby, managing about $60.9T in combined regulatory AUM across 4,721,486 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 Morningside

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