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Best financial advisors in New Cassel, NY

Registered advisers within 25 miles of New Cassel, NY.

Offices
5,792
Firms
3,605
Combined AUM
$59.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,748 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LOWELL ROAD ASSET MANAGEMENT, INC.
BLANK EQUITY MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

SADHNA MALIK
John T. Lafata
David A. Ziff
MATTHEW JOSEPH CORBI
Ellen Ann Broderick
James Peter Vafeas
MARIA G MERINO
Mary Tonie Rose Canieso
PETER DICKENSON
MICHELLE CADET PERONNEAU
JENNY ALEXANDRA ESCOBAR
SHIHHUA WANG
KEITH WONG
BERTRAND EMMANUEL SEJOUR
ROGER JOSEPH SCHILLING
Christopher Scott Mueller
JASON STEVEN FREILICH
DARLENE A LUKASZEWICZ
KYLE W LUKASZEWICZ
IRVING THOMAS LEE
Cole Benjamin Block
TODD MICHAEL GREENBERG
KENRICK LEROY DOOKRAM
THOMAS ALFRED BOATSWAIN
Eric Han
Mark Stephen Klebanoff
Oscar Alexi Escobar
Kathleen Ortiz
Gabriel Rolando Siri

Within 25 miles of New Cassel, NY, Best Investors lists 3,605 registered investment advisory firms with 5,792 offices nearby, managing about $59.6T in combined regulatory AUM across 4,719,748 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 New Cassel

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