Best Investors Account Sign in

Best financial advisors in New City, NY

Registered advisers within 25 miles of New City, NY.

Offices
1,611
Firms
748
Combined AUM
$20.3T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,379,191 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

ROVENTINI FINANCIAL SERVICES, INC
EMPIRE STATE WEALTH ADVISORS INC
MAIN STREET ASSET MANAGEMENT LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP

Investors

PHILIP C ROVENTINI
ERGUIS MERTIRI
Pierre Johnson
VINCENT DEDOMINICIS
MICHAEL SALMON
ARDELL ROAN
PATRICK HARDING
LUCIANO DELA CRUZ
James P Kivlehan
KENNETH CARTER
ELIEZER GEWIRTZMAN
GREGORY GEORGE SCRYDLOFF
HOWARD BRUCE BRACHFELD
Pauline M Honecker
Michael F Lipani
Christopher Kelly
Fernando A Remigio
Matthew James Lodato
John Doran
PACE SORSCHER
BERYL EPHRAIM SORSCHER
Zachary S DeMinno
LAWRENCE SCOTT TANKEL
Malka Lieblich
JOHN RANDOLPH MACKENZIE
AJET METALIAJ
SCOTT DAVID JOHNSTON
Laurel D Wilson
DOMINICK JOHN RIOLO
FRANK A RIOLO
LANCE EUGENE MCGINNIS
LISA BETH SHERMAN
MICHAEL J DEFILIPPIS
ABRAHAM Avi MIZRAHI
RAYMOND CHARLES CHERA
SCOTT M ABER
TOMOMI ARATA TRUDELL
Louis Ferriello
Andrew John Caputo
Anthony G Pirro
Chadley Lazreg
Frank J Cifuni
Richard George Frantz
Nancy E Greene

Within 25 miles of New City, NY, Best Investors lists 748 registered investment advisory firms with 1,611 offices nearby, managing about $20.3T in combined regulatory AUM across 3,379,191 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 City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM