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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

VISION INVESTMENT ADVISORS, LLC
PRECISION ADVISORS, LLC
BCK CAPITAL MANAGEMENT LP
GALLATIN POINT CAPITAL LLC
37SPRUCE INVESTMENT PARTNERS, LLC
SCIENCE & TECHNOLOGY PARTNERS, L.P.
WHEELOCK STREET CAPITAL LLC
B. RILEY WEALTH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
CROSS ISLAND ADVISORS LLC
J.P. MORGAN SECURITIES LLC
FINTRON ADVISORS, LLC

Investors

EMANUEL ANDRES ROMERO-VICINI
JOHN MICHAEL KARAFA
JUSTIN EVERETT BOSHNACK
ANA MARTINEZ
Luke David Berte
Andrew K Ribbens
HOWARD MARTIN ROTHMAN
GREGORY GEORGE SCRYDLOFF
HOWARD BRUCE BRACHFELD
Guillermo Torres
ELIEZER GEWIRTZMAN
VINCENT DEDOMINICIS
MICHAEL SALMON
ARDELL ROAN
PATRICK HARDING
LUCIANO DELA CRUZ
James P Kivlehan
KENNETH CARTER
MITCHELL MARK EISENBERG
PACE SORSCHER
BERYL EPHRAIM SORSCHER
Zachary S DeMinno
OMAR LINARES
WILLIAM CLEARY
LINDA ANN SCHOFF COLETTI
STEVEN ERNESTO FRANCO
DANIEL R. WIDAS
AMBER B OKIN
JOHN C. DROWNE
CHRISTIAN J. CONNOLLY
DAVID CEFALONI
MICHAEL ANDRE' CAPPIELLO
AGATA LAMBOS
HEIDI SCALI
MUHAMMAD FAHAD AHMED
JAMES WALTER STEPHENS
SARAH KELLY BATTISTA
JOHN MICHAEL SUOZZO
JEROMY BARTON
COLLEEN MARIE GLAVIN-BEINER
Jonathan Gallashaw
Shereene Welsh Aitcheson
MARIA KATSOUGRAKIS

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