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Best financial advisors in Mount Kisco, NY

Registered advisers within 25 miles of Mount Kisco, NY.

Offices
1,708
Firms
947
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,250,282 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

DSM CAPITAL PARTNERS
OSAIC WEALTH, INC.
EDWARD JONES
INTERSTATE FINANCIAL GROUP, INC.
OLYMPUS CAPITAL HOLDINGS ASIA LLC
KINGSLAND INVESTMENTS
BJS ADVISORS
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
CLARITY INVESTMENTS + PLANNING LLC
KESTRA ADVISORY SERVICES, LLC
KOHLBERG & COMPANY
EDENBROOK CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CANNISTRA FINANCIAL ADVISORS INC.

Investors

STEPHEN JAMES CONSTANTINE
AUDREY STARR FLAMIO
NICK KOUNIOS
Irene Altagracia Aponte
Edward M Zapson
Larry Deutsch
Paul A Araujo
BRIAN JAY SCHACHTER
John Patrick McInerney
Maria Castellon
Asmir Malevic
Karen Lynn Dillon
Ronald E. Fisher
Aaron C Simone
Michael Paul Montaldo
Allie Lehman
Matthew Aquino
Anthony Joseph Viviano
RICHARD COSSA
JOHN MADISON ROTH
Gary Marzotto
Michael Robert Ceccherelli
Edward Denis Quick
Andrew Redhead
Thomas Verdeschi
Nicholas Scaglione
Derek Bufano
Eric Feingold
Michael Jason Torres
INDIRA CELENY VALLADARES
JARED MARK PICHE
MICHAEL O'HARA
ROBERT EDWARD MATHIAS
CARLA SEMRYCK MATHIAS
MICHAEL DAVID MATHIAS
ANTONIA SEESINK CLEARWATERS
MATTHEW LAURENCE
DAVID ROGER RABINAW
RUSSELL EVAN GLICKSTERN
VICTOR JOSEPH CANNISTRA

Within 25 miles of Mount Kisco, NY, Best Investors lists 947 registered investment advisory firms with 1,708 offices nearby, managing about $21.9T in combined regulatory AUM across 3,250,282 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 Mount Kisco

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM