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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

RAMP ADVISORY LLC
TOLIS ADVISORS, LP
ERA GLOBAL TECHNOLOGIES
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUAL VENTURES
PITON INVESTMENT MANAGEMENT, LP
PLH FAMILY OFFICE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERITAS ADVISORY SERVICES, LLC
GRAMERCY STRATEGIC CAPITAL LLC
BLEECKER STREET CAPITAL MANAGEMENT, LLC
CATALIO CAPITAL MANAGEMENT, LP

Investors

Dmitriy Hazan
Matthew Ryan Brewer
BOODRAM DAVE SOMERIA
DOUGLAS A DREHWING
HAORONG HUANG
ANTHONY CALECA
Sapheria Smith
ALEXANDRA SERMAN
David Yu Coleman
ANDRZEJ KALUTA
MICHAEL ANTHONY GENDUSO
RALPH CHAN
Michael E Farrell
BRIAN MATTHEW LOCKWOOD
JAMES PATRICK FORTESCUE
DANIEL THOMAS HUGHEY
KRISTOPHER ROBERT KONRAD
TODD BURACH
CHRISTOPHER A PESCE
Jonathan Pugach
DEBRA ANN BUSHMAN
Lauren Aylmer
Matthew Joseph Sheerin
STEVEN JAY MILLER
Brian Christopher Crandall
PETER H GOLDBERG
ARON ADAM MESTEL
RUSSELL WILLIAM MCMANUS
MICHAEL JOSEPH LALIBERTE
Ryan Michael Sakowich
EDWARD MICHAEL O'CONNELL
JOHN MANFREDONIA
PAUL ROBERT TRAUSE
JOSEPH S MCALINDEN
Nicholas V Caiafa
ROBERT ARTHUR SUTTON
JANE CARLA DESMOND
PETER JOSEPH BARONE
MARK KRAUSS
CHRISTOPHER JAMES NOLAN
VINCENT LOPES
Christopher M Leddy
Anna Maria Jaracz
LISA MARIE VANDETTI
ANDREW JOSEPH BORZILLERI
SUSAN RUTH COHN
JOSEPH ANDREW SCOTTO
Alexander Joseph Gallego
JOSEPH ANTHONY VINCI
THOMAS WILLIAM SPUHLER
GREGORY SCHEINBERG
KEITH NMN CHO

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