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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

WELLS FARGO CLEARING SERVICES, LLC
TRUE NORTH MANAGEMENT GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
VALIC FINANCIAL ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
JWBC MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPIELBERGER & BROOKS, INC.
PARK AVENUE SECURITIES LLC
MAXIM FINANCIAL ADVISORS LLC

Investors

Sebastian Ardaix
DINO VIGGIANO
DANIEL JAMES ELMLINGER
Paola Manganiello
LEONEDAS PANAGIOTIS KALAMARAS
BRIAN Patrick HARPUR
MARC JAMES DEFEO
LISA PRAIRIE MCGRATH
John Joseph Walzer
RAJESH DAVID MALHOTRA
ELIZABETH LEFEBVRE CLEARY
Christian Kurt Meier
CHRISTOPHER CHARLES HOLLAND
RICHARD TONI
BRYN MICHAEL DOYLE
KEVIN PATRICK MCAVOY
Mathew George Callaghan
CHRISTOPHER WINSON JUDGE
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
STEPHEN ORTIZ
Thomas Christian Birks
SCOTT ANTHONY LOPRESTI
DEAN J DIPIERRO
John Zupka
HARRY CHARLES KATZ
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI
DANIEL LYNCH
THOMAS J LYNCH
KAREEM GEORGE ROBERTS
JEREMIAH ROCKEFELLER BUDEN
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
JONATHAN SHENKMAN
KLARA MURATOVA
SCOTT ROCHLIN
SALVATORE ANTHONY FRADELLA
ANDREW THOMAS GROSSMAN
KENNETH RICHARD MCDONALD
GERALD BRUCE FERSHTMAN
LARRY DAVID MAZZONI

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