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Best financial advisors in North Valley Stream, NY

Registered advisers within 25 miles of North Valley Stream, NY.

Offices
5,438
Firms
3,369
Combined AUM
$60.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,680 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
JST CAPITAL ADVISORS, LLC

Investors

DONNA MARY FYKES
CARLA YOLANDA JONES
SONNY NWACHUKWU STEPHENS
JAMES EDWARD SULLIVAN
MARK JAMES DEROSA
CLYDE WOODROW WINT
Karl Jean-Baptiste
Mathew George Callaghan
KLARA MURATOVA
DAVE HENRY
JOSE MORALES
CORDEL EVAN BRYAN
NICHOLAS STEWART
John Zupka
HARRY CHARLES KATZ
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI
STUART ROBERT SCHOENFELD
FRANCESCA ARLIA
JOHN Pierce JONZA
RAVIT KAYE
SAUL KATZ
JEREMY ADAM JACOBS
Jeffrey STUART Schoenfeld
MICHAEL BAUSK
David Rubin
Matthew James Scanlan
ALAN JASON SCHOENFELD
JOHN CARL VARRICCHIO
DEBRA WALLACH
LEWIS BJORN BORDOLEY
JENNIFER JOANNE LANIGAN
solomon jacobson
David Richard Accomando
PAUL ANTHONY PEDRETTI
JOEL MOSKOWITZ
CAROL DAHL
ISAAC BITTON
Sammy Williams
Samantha Dohman
Ronney Rozario
Tyler Aaron Konigsberg
THOMAS M KENNY
FREDRIC LOUIS MAYERSON

Within 25 miles of North Valley Stream, NY, Best Investors lists 3,369 registered investment advisory firms with 5,438 offices nearby, managing about $60.3T in combined regulatory AUM across 4,717,680 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 Valley Stream

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