Best Investors Account Sign in

Best financial advisors in North Castle, NY

Registered advisers within 25 miles of North Castle, NY.

Offices
1,983
Firms
1,019
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,964 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

HI2 INVESTMENT MANAGEMENT, LLC
LYONROSS CAPITAL MANAGEMENT, LLC
JADE MOUNTAIN PARTNERS, LLC
LSAF MANAGEMENT, LLC
YOSHIDA WEALTH MANAGEMENT, INC.
CJS SECURITIES IA, INC.
INVESCO ADVISERS, INC.
MARINER
PRIME CAPITAL FINANCIAL
NEWEDGE ADVISORS
VICUS CAPITAL, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FMD WEALTH ADVISORS LLC
ATLAS HOLDINGS LLC
ARETE WEALTH ADVISORS, LLC
PROSPERA FINANCIAL SERVICES, INC.
BATH LEEDS, LLC

Investors

NARUMI YOSHIDA
ROBERT JAMES LABICK
JEFFREY R REEMER
CHRISTOPHER BRIAN SOSA
JOANNA LYNN CECILIA-FLEMING
ANDREW BUSCETTO
JOSEPH JONATHAN FEMIA
DIANA L DEFRATE
TUULA KATRIINA PAAVOLA
Scott Everett Test
Jeffrey Allan Blatt
JAMES PATRICK MARX
DIANNE CHARISSE CORSBIE
JEFFREY ZUZOLO
MAYOBANE HERNANDEZ
FABIAN MAXIMILIAN DEGEN
JOHN ROBERT BURNHAM
JOSEPH A GILENO
CHRISTOPHER SEAN FLANAGAN

Within 25 miles of North Castle, NY, Best Investors lists 1,019 registered investment advisory firms with 1,983 offices nearby, managing about $22.0T in combined regulatory AUM across 3,253,964 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 North Castle

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM