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Best financial advisors in North White Plains, NY

Registered advisers within 25 miles of North White Plains, NY.

Offices
5,352
Firms
3,390
Combined AUM
$54.2T
Firm-wide filings, not assets booked only here
Clients
4.70M
4,704,522 clients when Item 5C has a number
Avg / client
$11.5M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LINCOLN INVESTMENT
ASPIRE ADVISORS, LLC
FINANCIAL PLANNING ASSOCIATES, LLC
HALYARD ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROWNSON, REHMUS & FOXWORTH, INC.
OSAIC WEALTH, INC.
KALKA INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
VOYA FINANCIAL ADVISORS, INC.
VALLEY FINANCIAL MANAGEMENT, INC.

Investors

Stephon Watson
Richard C. Schmidt
CATHERINE LEE MCDONALD
KEVIN JOHN HAMILTON
BARBARA ANN INGENITO
JANE LORA ROSENFELD
JAMES RANK
MICHAEL O'NEIL NOSCHESE
Jack Longden
JOHN JOSEPH HAMILTON
ANTONIO ANGELO TADDEO
Joanna Kim
MICHAEL PAUL MAZZILLI
DANIEL WALTER SAALMAN
MATTHEW JOHN FALLON
SHIVA PRASHANT BHASHYAM
VICTOR M MELENDEZ
James M Dieguez
EVAN C ROSS
JESUS E LOPEZ
ANIL SINGH
JONATHAN DICENT
DONALD MICHAEL VUJNOVICH
MICHAEL SCOTT SETTLER
JOSEPH JAMES FARRELL
Christian Blaze Iurato
Marc Robert Rienas
JOSHUA DANIEL BROWN
RONALD ALSTON RIENAS
ROBERT GREGORY MENNONA
JOHN MICHAEL LAFFERTY
MAYOBANE HERNANDEZ
GUILLERMO LEON
Andrew DiNardo
Paul Goodfellow
JAMES R CIROCCO
PASQUALE PALUMBO
CHRISTOPHER PAUL CALABRO
Dylan Mark Roche
STEVEN JOEL LASKY
Eileen Suppo
Oliver Isaac Davis
THURMAN JR RANSOM
JAMES ALFRED ANGELONE
ELIA SALVATORE DURSO
EUGENE PATRICK LEYDEN
JARED MITCHELL FEINBERG
JOHN ALEXANDER GIANNI

Within 25 miles of North White Plains, NY, Best Investors lists 3,390 registered investment advisory firms with 5,352 offices nearby, managing about $54.2T in combined regulatory AUM across 4,704,522 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 White Plains

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 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM