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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

ROTH CAPITAL PARTNERS, LLC
LIVELLO CAPITAL MANAGEMENT LP
UNIVERSITY VENTURES
ACHIEVE PARTNERS MANAGEMENT, LLC
MALABAR INVESTMENTS, LLC
BH ASSET MANAGEMENT, LLC
KARYA CAPITAL MANAGEMENT LP
CIRRUS RESEARCH, LLC
LPL FINANCIAL LLC
PROCAPITA PARTNERS, LLC
RENAISSANCE TECHNOLOGIES AI SUPERCOMPUTING HEDGE CAPITAL LTD.
FIRST AMERICAN ASSET ADVISORY, LLC
COHEN KLINGENSTEIN, LLC
CENTERFIN CAPITAL
RYO GLOBAL MARKETS LIMITED
BOYAR ASSET MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
GLOBAL SPECIAL SITUATIONS RESEARCH CO. INC.
DUMONT GLOBAL LP
PARK AVENUE SECURITIES LLC

Investors

Cory Brian Finke
SATYA DEV PRADHUMAN
Diego Perezcano
NICOLAS MCCLEERY PALAR
PETER JOHN YURKOWSKI
Lisa M Hryckowian
Amanda Nicole Yurkowski
alfred robert diloreto
RAYMOND ANTHONY SCHWABE
AALON ROSE
JEFFREY LEW
MICHAEL JOHN FINNAN
PAUL JOHN METZ
KYRILL DAVID ASATUR
BRUCE JOHN JENSEN
Karl Jean-Baptiste
JULIUSZ G. SAS
NOAL CRAIG GOLDFARB
MICHAEL D KORN
MICHAEL CHRISTOPHER MARESCA
PATRICIA REILLY
Sebastien Jerome Ferjule
VERONICA Y CHANG
Jake Miller
CODY DOLLY
MAXIMILIAN THOMAS NETTESHEIM

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