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Best financial advisors in New Square, NY

Registered advisers within 25 miles of New Square, NY.

Offices
2,190
Firms
1,194
Combined AUM
$23.7T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,166,674 clients when Item 5C has a number
Avg / client
$7.50M
Combined AUM ÷ clients

Nearby offices

Firms

WESTMORE ASSET MANAGEMENT
HAIDAR CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LIFEMARK SECURITIES CORP.
PFS INVESTMENTS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
SEIX CLO MANAGEMENT LLC
VIRTUS INVESTMENT ADVISERS, LLC
NEWEDGE ADVISORS
OSAIC WEALTH, INC.
L&L PARTNERS WEALTH MANAGEMENT, LLC
CENTURY ADVISORY GROUP, LLC

Investors

CHARLES PATRICK CARMONA
KEVIN ALAN FENNELL
CAMERON SCOTT BIBB
JOHN MICHAEL SGOMBICK
ROBERT JOHN CARALYUS
ERIC PAUL SAVAGE
MITCHELL S SOLOMON
CHARLES ALEXANDER MAUSHARDT
JESSICA LYNNE WUERZ
RICHARD MULLIGAN
CHRISTINE MAUSHARDT
MICHAEL VINCENT DEROSA
Nicole Anna Lyding
TIM JOHN BOYLE
COLBY STOVER
JONATHAN PAUL DELO
BRITTNEY SECRETO
ANDREW MARCUS COKER
DANIEL LEVITT
EDNA L HAUGHNEY
SEYMOUR OTIS WILLIAMS
YE EDWARD HUANG
SAMUEL GEORGE WHITE
SHAWN JENNINGS SAMUEL VUOCOLO
ANGELO ODORE
DENNIS CHARLES BUTTERFIELD
ARTHUR R VIGNOLI
FELIX SANCHEZ
GREGORY SINNO
THOMAS REILLY RIORDAN
James Christopher Murphy
JEFFREY WILSON
MICHAEL SADOWSKI
BENJAMIN JOSUE IRIZARRY
DIANE MARIE REED
Jennifer Levine
FRANK JOSEPH DAGUANNO
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
CHRISTINE WEBER
ROHAN GEORGE JAMES
PAUL DAVID DIAZ
ANTHONY ROBERT SICILIANO
STEPHEN PATOTA
JOHN SAMUEL DECORSO
HOWARD GERSHMAN
JEROME CASOLA
MARTINO SICILIANO
DAVID ROSNER
DOMENICK C SAGLIMBENI
JOSEPH Nicholas RUSSELL

Within 25 miles of New Square, NY, Best Investors lists 1,194 registered investment advisory firms with 2,190 offices nearby, managing about $23.7T in combined regulatory AUM across 3,166,674 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 Square

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