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Best financial advisors in Mount Vernon, NY

Registered advisers within 25 miles of Mount Vernon, NY.

Offices
6,354
Firms
3,780
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,722,346 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
NEW AGE ALPHA
HAYBEACH CAPITAL MANAGEMENT, LLC
PHOENIX MERCHANT PARTNERS, LP
GABELLI FUNDS, LLC
GAMCO ASSET MANAGEMENT INC.
BENDER CAPITAL MANAGEMENT, LLC
MERIDA CAPITAL HOLDINGS LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRATO CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.

Investors

EMMANUEL FITZGERALD DEPAS
ANTHONY JAMES WYSS
STANLEY YEE
SALMA BEGUM
Vincent Lin
Benvenuto Anthony DeRosa
Juan B De La Cruz
Ian Ratner
GREGORY EDWARD BRUSHETT
RUSSELL PAIGE SMITH
John J. Hayes
Preetham Dhivakar
JENNIFER UZZI
Kristopher Steven Keach
Justin Hawley McAuliffe
Patricio Carlos Salem
MARIO JOSEPH GABELLI
REGINA MARIE PITARO
DOUGLAS RICHARD JAMIESON
HOWARD FRANK WARD
THOMAS BENDER
CARLTON J ABRAMS
GARY IVES NEUMANN
GEORGE JOSEPH VANGELAKOS
Nicole Johnston
GABRIELLA BRACAGLIA
BRIAN MURPHY O'ROURKE
GREGORY PAUL PRATO
Miguel Jorge
STEPHANIE HORTENCIA ROSA SANTOS
Elaine DeLancer
KAMBIZ SAADAT

Within 25 miles of Mount Vernon, NY, Best Investors lists 3,780 registered investment advisory firms with 6,354 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,346 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 Vernon

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