Best Investors Account Sign in

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
PERSONAL ASSET STRATEGIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STEPHEN J. GARRY & ASSOCIATES, LLC
CITIGROUP GLOBAL MARKETS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SIMPLEADVISORY LLC
MML INVESTORS SERVICES, LLC
PARK AVENUE SECURITIES LLC
ARBOR REALTY COLLATERAL MANAGEMENT, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
R & R FINANCIAL PLANNERS, INC.
J.P. MORGAN SECURITIES LLC

Investors

ANTHONY VINCENT ANGAROLA
JOSEPH MARTIN LIANA
JOHN PETER MERENDINO
ROBERT FREDERICK DE STEFANO
MICHAEL STALLONE
THOMAS ALFRED PALKOVICH
James H Naples
Meaghan Anne Cody
PETER JOHN CRAIG
NICHOLAS AGNONE
DOLORES B MITCHELL
PHILIP JOHN CANZONERI
Joseph Martin Garry
STEPHEN JOSEPH GARRY
Connor Garry
DAVID RIVERA RIVERA
Melvin Tom
MICHAEL PATRICK DEPAOLO
HARRY EDWARD BEATTY
MICHAEL ALAN ADRIAN
PAUL MICHAEL NOTO
FRANK DOMENICK PALMERI
THOMAS JOSEPH ENGLISH
JAMES VINCENT MCTIGHE
MYRON HAL EDELMAN
ADAM RANDALL CHERNEY
JOHN AUGUSTINE MANNING
GEORGE RALPH KOROGHLIAN
LAWRENCE CHALSON
Nathan James McAlister
RONALD BENNETT LEE
ROBERT LOUIS BELVEDERE
FRANK A BOVE
DEAN M ROTHMAN
ALEXANDER M MIRADOLI
JOSEPH JOHN O DONNELL
Joseph Falco
CARLO RITACCIO
DOUGLAS HOWARD HOLZER
ROBERT PHILIP DEPALO
ANDREA PATRICIA OWEN-BOYD
JAMES ROCHE
MATTHEW SAWICKI
MICHAEL Anthony REYES
Rocco Anthony Mazzei
GIOVANNI Antonio PISTILLI
Nicholas Andrew Miradoli
WILLIAM M KATZ
ROBERT C VOTRUBA
JESSE SCOTT MISTRETTA
ANTHONY T MAZZEI
MARC A MERBER
Michael William Hopkins
Jack Fiorillo
ISAAC OKO ADDO
DONALD ROBERT BOYLE
Richard Anthony Basulto
Stacy Vanessa Pierre-Louis
Michalis Stylianou
BIANCA HELEN OBRIEN
Jessica B Cornejo
Peter McEvoy
BRYAN ALAN PENDRICK
MICHAEL PHILIP WATERS
William Agan
SEAN M ROSENFELD
PAUL HOWARD ESSNER
BENJAMIN ROSS CHAFITZ
SETH KARASIN
CHRISTOPHER MICHAEL OCHLAN
ALBERT AKERMAN
Tara Romeo
KEVIN FRANCIS MURPHY
ANTHONY ROSA
WILLIAM VITO ROMEO
James Rice
Mohit Pahilajani
ERIC STEPHEN SCHMIDT
BRADLEY HARMON SCHUMAN
KEVIN LIAM OVINGTON
VINCENT TOSCANO
RICHARD JOHN MALEN
KELBY WARREN EDWARDS
KARLENE ELAINE MITCHELL
TYLER SIMMONS
LOUIS EMANUELE MARGRO
PHILIP W SCOTT
ALISON ANN LONGSTREET

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