Best Investors Account Sign in

Best financial advisors in New York City, NY

Registered advisers within 25 miles of New York City, NY.

Offices
5,901
Firms
3,368
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,718,328 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
EQUITABLE ADVISORS, LLC
VALIC FINANCIAL ADVISORS, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
NPA ASSET MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
TD PRIVATE CLIENT WEALTH LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSPRAIE MANAGEMENT, LLC
DUNES POINT CAPITAL, L.P.

Investors

BRIAN S. BOFFA
Christopher Scott Mueller
JOHN MICHAEL GATTO
SANDRA N ZAKHARY
RICHARD DOMMINICK ZANGARA
Michael Joseph Stanley
ROCHELLE FORSTER
ROBERT ANTHONY IMPARATO
CRAIG ALAN HYLDAHL
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
EMMANUEL FITZGERALD DEPAS
JOHN WILLIAM KENNELLY
Robert Competiello
Charles D Boles
Andrew Bowen Boles
KIM ISLAMI
Michael Bianco
ERIC KENT CARRARA
ROSALIND ANNA MOUZOURIS
James Kevin Pryor
Sotirios Vangelatos
Kevin Bajana
WILLIAM JOHN O'DOHERTY
MICHAEL JAMES MCGEE
PETER RICHARD MANKE
Rocco Cooper Degregorio
TIMOTHY LYNN CAMPBELL
LAV KUMAR VARMA
PHILIP JOHN CANZONERI

Within 25 miles of New York City, NY, Best Investors lists 3,368 registered investment advisory firms with 5,901 offices nearby, managing about $59.7T in combined regulatory AUM across 4,718,328 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 York City

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