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Best financial advisors in Mount Sinai, NY

Registered advisers within 25 miles of Mount Sinai, NY.

Offices
775
Firms
297
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,794,985 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
O'HARA WEALTH MANAGEMENT INC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

CHRISTOPHER ARMAND SANTINI
KATE TASTROM
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
JOHN F DENNEHY
ANTHONY CHIARELLI
Laura B. Hoffman
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
STEFFAN HAGENDORF
Patrick Michael McDonald
JOSEPH MICHAEL OHARA
VINCENT PETER SERRO
Edward Wess
JAKE WAYNE
JOHN ISMET HIZ
JACQUELINE SCHMIDT
LAWRENCE EDWARD MIELE
Jeffrey Quinn
GARY R. CARRUTHERS
MICHAEL JOHN GREENE
STEVEN DYLAN PAOLETTI
JACQUELINE MARIE THIELE
SCOTT FRANCIS PISANO
PETER JAMES LAMBERTI
THOMAS AQUINAS TAORMINA
JEFFREY DONALD THIELE
MICHAEL JOSEPH LEDVA
GARY P WAYNE
Fabio Patrick Purita
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
KEITH AARON BUTLER
Kerry Frances Rothemich
ALEX JOHN ROHMAN
Bryan Finger
Michael Richard Sceiford
Anthony J Vann Rubino
CHRISTIAN PHILIP BUZZANCA
WILLIAM F RUGEN
MATTHEW PAUL KELLEY
DAVID JOSEPH SCHNALL
KEVIN MICHAEL FILOSA
ERIN L LUISE
KYLE ASHLEY MENDELSOHN
PATRICIA L SMAGIN
Jaclyn Nicole Harvey
DENIS PATRICK O'LEARY
JULIE ANNE WENDHOLT
DANIEL MARK SCHWAMB
SARANTO CALAMAS
STEPHEN JOSEPH MINCONE
RUSSEL JOSEPH SANDS
TIMOTHY VINCENT LONGO
James Havell
DONALD FRANCIS PAWLUK
LORI JEAN SIRO
VINCENT NAPOLITANO
Connor John Hall
NATHANIEL Robert MCCABE
Gregory James De Tolla
JARED ROSS PEYSTER
Jian Liu
MUHAMMAD SHAHZAD
ANTHONY MANUEL MARTINS
MELODY NADINE FULLER
AILEEN L. MICHALEC
KAYLA CONELLI
BRANDON MANGAN
Jason Paul Bonito
CALUM LEONARD

Within 25 miles of Mount Sinai, NY, Best Investors lists 297 registered investment advisory firms with 775 offices nearby, managing about $14.9T in combined regulatory AUM across 2,794,985 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 Sinai

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM