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Best financial advisors in N Valley Stream, NY

Registered advisers within 25 miles of N Valley Stream, NY.

Offices
5,438
Firms
3,369
Combined AUM
$60.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,680 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

DELTA & GAMMA CAPITAL MANAGEMENT LLC
REGENESYS CAPITAL MANAGEMENT LLC
STRATEGIC ADVISERS LLC
PRIVATE CLIENT SERVICES, LLC
MOMENTUM ADVISORS
VECTORS ASSET MANAGEMENT
FAMILY OFFICE ADVISORS LLC
CLSA AMERICAS, LLC
AMERIVET SECURITIES, INC.
ROBERT W. BAIRD & CO. INCORPORATED
DWAYNE ANTHONY VERLEY, CPA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
EQUAL VENTURES
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
INSIGHT VENTURE PARTNERS

Investors

MARK DECHUN WANG
Prakash Chandak
DAVID S. PARK
JACQUELINE ENGEL
VINITA BROOKS
PAUL SCHULMAN
EMMALEE KATHERINE THORNTON
JACK BECKER
MICHAEL CAMPBELL
ETHAN Luc MALINOW
DENNIS P. MCGINLEY
KEITH MEYER
EVAN W. HAYES
SAMMIE NWEIRAN
COLIN HODGSON
MADELINE HASSON
ALEX CHRISTOPHER HORLEY
STEPHEN ROBERT CONN
PETER TOPPING
Baron L Hilliard
CHARLES S COMER
JASON MICHAEL WONG
ELTON JOHNSON
GLENN STEPHEN LAJEUNESSE
Quirino James Truscott
BRADLEY HARRIS SCHWARTZ
Samuel O'Brien Ross
JEREMY A DUKSIN
Madeleine Anne Fremont-Smith
INIGO ARAGUES
ANDREW MARK HILTON
Weiwei Chen
Karen Jane Eng
BRUCE CARLETON CLAYTON
SI CHEN
MARC LOUIS RENE SALIBA
DWAYNE ANTHONY VERLEY
ANTHONY CALECA
Charles I Ojeh
LEONARD THOMAS DANGELO
WENDY J LAM
Jiaxuan Li
QINGRONG CRISTINA CAI NICOLAY
FENG ZHENG

Within 25 miles of N Valley Stream, NY, Best Investors lists 3,369 registered investment advisory firms with 5,438 offices nearby, managing about $60.3T in combined regulatory AUM across 4,717,680 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 N Valley Stream

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