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Best financial advisors in North Woodmere, NY

Registered advisers within 25 miles of North Woodmere, NY.

Offices
5,154
Firms
3,162
Combined AUM
$59.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,716,675 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

ALTUM CAPITAL MANAGEMENT, LLC
SCHAFER CULLEN CAPITAL MANAGEMENT INC
CULLEN CAPITAL MANAGEMENT, LLC
ROKOS CAPITAL MANAGEMENT (US) LP
ROSSELL & ASSOCIATES INC
ALLEN INVESTMENT MANAGEMENT, LLC
SANDLER CAPITAL MANAGEMENT
THE FAMILY OFFICES GLOBAL VENTURES INC.
337 FRONTIER CAPITAL, LP
RHO TREASURY
SHINE CAPITAL
SCOPUS ASSET MANAGEMENT, L.P.
CLEARDUSK MANAGEMENT LP
SLATE PATH CAPITAL LP
MARKSON MANAGEMENT, LLC
C-III INVESTMENT MANAGEMENT LLC
ASSURED HEALTHCARE PARTNERS LLC
WILLIAMS JONES WEALTH MANAGEMENT, LLC
ISLAND INVESTMENT MANAGEMENT LLC

Investors

CATHERINE ANNE TSE
TIMOTHY J ERB
SAMUEL HOPKINS BAKER
ELIZABETH HALEY STAHL
Arvind Srinivas Rangaraj
Ashmoret Mashal
ASHOK BHUSHAN CHACHRA
Jeffrey Michael Pasquerella
FRANCO GIOVANNI AGAPITO
Evan Michael Binder
OTHILLA TARA NOWAK
Karen Yuen Ma
SIDNEY F. GOUDIE
THOMAS HASKELL MACCOWATT
WILLIAM PICKERING JONES, JR.
MAUREEN CLANCY TOMPKINS
DAVID ALLAN ROSENFELD
David Evan Goldberger
HENRY AUGUSTUS WILMERDING
MALCOLM LAUDER MACPHERSON
J. DOUGLAS KELLY
JOSEPH BERGAMO GHIO
KYLE JOSEPH EAGER
PATRICK MICHAEL KENNY
BARBARA ANN TARMY
JOHN JOSEPH EAGER
JOHN BLAIR CUMMINGS
NANCY LEE KOKOLJ

Within 25 miles of North Woodmere, NY, Best Investors lists 3,162 registered investment advisory firms with 5,154 offices nearby, managing about $59.5T in combined regulatory AUM across 4,716,675 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 Woodmere

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