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Best financial advisors in Morrisania, NY

Registered advisers within 25 miles of Morrisania, NY.

Offices
6,356
Firms
3,737
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,722,608 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
DWAYNE ANTHONY VERLEY, CPA
CITIZENS SECURITIES, INC.
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HYPERION WEALTH MANAGEMENT LLC

Investors

BLANCA IRIS MORENO-GONZALEZ
STEPHANIE HORTENCIA ROSA SANTOS
Elaine DeLancer
ARIELIS M GUZMAN
Jason Cayetano
Cheickh Thiam
JEFFREY BRUCE SCHNEIDER
Greggory Robert Bantum
Yuvini O. Amaya
Pasquale Castaldo
CESAR BASORA
RICHARD M PATTERSON
DWAYNE ANTHONY VERLEY
Tommaso A Mellone
Salvatore Sferruzza
Matthew William Torres
DAVID F LLANOS
Kenneth Washington
JOY HARVEY-WASHINGTON
Vito Petriello
YANIQUE KEISHA PAULA ANDERSON
MARK CHARLES JAFFE
MATTHEW FARRELL GRIFFIN
Tyler A Wong
PEDRO M ESPEJO
DANIEL NAVA

Within 25 miles of Morrisania, NY, Best Investors lists 3,737 registered investment advisory firms with 6,356 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,608 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 Morrisania

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