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Best financial advisors in New Rochelle, NY

Registered advisers within 25 miles of New Rochelle, NY.

Offices
6,320
Firms
3,778
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,722,736 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
NEW STATE CAPITAL PARTNERS
EREZ ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HEYDORN STONE CAPITAL MANAGEMENT LLC
AFA ADVISORS LLC
TRUFTON INVESTMENT MANAGEMENT, INC.
AEGIS CAPITAL CORP.
CITIGROUP GLOBAL MARKETS INC.
METAVASI CAPITAL LP
ROCK HARBOR PARTNERS LLC

Investors

JUAN A RODRIGUEZ
RAFAEL M MEDINA
Gregory Pilla
PETER V TRULLI
KEVIN MITCHELL MYERS
JOHN BOSCO WALSH
Daniel J Confreda
Aidan Thomas Durney
TIMOTHY PATRICK FLYNN
MARK JOSEPH LIBERSHER
TONI CLARK
RONALD FREDERICK SCHMITT
Ghedalia Adam Gold Pastor
Rahzel Brown
WILLIAM PATRICK CARROLL
JAIME ANAYA
Daniel Molluzzo
Mathis Alexandre LeBlanc
ALANA MAY STONE
BARRY JOEL GORDON
MARC HOWARD KLEE
SUSAN BROOKS OROURKE
Zachary Kahn Nedell
PATRICK HAGGERTY
RAYMOND ELIOT WILLIAMSON
ANTONIO HENRIQUE ALVES
EDON QARRI
ANGELO JOHN BONVINO

Within 25 miles of New Rochelle, NY, Best Investors lists 3,778 registered investment advisory firms with 6,320 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,736 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 Rochelle

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