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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

EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
TSG ALPHA PARTNERS, LLC
QUANTUM ADVISORY GROUP, LLC
LPL FINANCIAL LLC
FEDERAL PREP
STATE FARM INVESTMENT MANAGEMENT CORP.
VERITY ASSET MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CFM ADVISORS INC

Investors

CHRIS JOHN OCCHIPINTI
JOSEPH LEONARD BARONE
STUART D BERG
ANTHONY NICHOLAS BARONE
KEVIN VIVAS CAAMANO
ROBERT KHALIL FARMAND
ERNEST WILLIAM INFANTE
ALEXANDER DANIEL TANTLEFF
Joel Michael Santucci
Anthony J Speranza
Danny M Sarfati
JOSHUA MICHAEL KROITOR
Kevin Robert Cohen
ROBERT IVAN SCHWARTZ
JONATHAN KEITH HOGE
KRISTIN VICTORIA PERSAD
Jessica Norland Baker
Joanne Lea Carlos Bennett
PATRICK JOSEPH FERRARO
CARLO SCANNI
SALVATORE CHARLES CARUSO
THERESA ANNE DAMICO
MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO
JOSEPH CHIOSSONE
GREGORY MEHRHOFF
Richard Cecchi
Jacqueline Ann Mallinson
Rachel Alexandra Gentz
BRIAN WILLIAM BATTER
Christopher Liu
Lisa Chalker
Angel Vidal
KAREN GODFREY
PHILIP GASPAR CAPORUSSO
SYLVESTER ANTHONY MALLARDI
DANIEL JOHN ROSSITER
ANTHONY JAMES CAMILLERI
TIMOTHY ROSSITER
David Terry
Michael Francis Panella
WILLIAM BONACCI
JOHN ROMANO
LYLE WELDON HARDGROVE
CHRISTOPHER LOUIS GRANO

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