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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

TRANSGLOBAL ADVISORY, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
INTEGRATED WEALTH CONCEPTS LLC
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
CROSS SHORE CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
KAIROS INVESTMENT ADVISORS, LLC

Investors

Bin Huang
WILLIAM THOMAS MANOLOPOULOS
Johnny Man
QIANSHEN ZHOU
Zhenyu Liu
MICHAEL SAL GUARNIERI
Marc Gomberg
Kathleen Lumetta
ANNA CHENG
Alex Katz
WING CHUNG YIP
ZACHARY FU
QIAN LI
ANDREA GAETANO AVITABILE
Theodore Katelas
ABEL MARK JOSEPH
TONY SHEK YIN WONG
THOMAS MARCO AVITABILE
Xiaolan Kruk
Helena Jiaxuan Lee
MINHUA CHEN
MINDE LU
RAYMOND MING LEE
YANG LIU
HAI XIA WANG
Guozhen Zhao
DREW IRA NEWMAN
DANIEL ZHAO
Kevin Robert Cohen
Kaitlyn Eileen Kelly
Peter J Cocolaras
PETER SANOULIS
LISA MARIE PELLITTERI
Kevin Kong
YONG SHENG CHEN
Eric Min Wang
JIAN QI
Chunlong Yang
Thomas JONGHWA Lee
CAROLINA NG
WAYNE TANG
CHARLIE YEUNG
RUI SU
JASON YIHUI LIN
ZHUOJIE LIU
Ran Hu
CHI MAK
HUAI LIN
BOYI WANG
Kelvin Tsai
RONG CHEN
Rebecca A Chang
Daniel Y Kim
SHAN LIN
Hao Yi Lu
CHANGYUAN LIN
Zichang Karen Liu
Wei Xia
Kwok Keet Foo
LENNY NINGWEN SUN

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