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Best financial advisors in Orangeburg, NY

Registered advisers within 25 miles of Orangeburg, NY.

Offices
5,593
Firms
3,605
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,084 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MONTROSE ADVISORS INC
SM INVESTORS
GLAZER CAPITAL, LLC.
COLTRANE ASSET MANAGEMENT, L.P.
KARANI ASSET MANAGEMENT LLC
DENDUR CAPITAL LP
BRIDGE GROWTH PARTNERS, LLC
SACHEM HEAD CAPITAL MANAGEMENT LP
NEW SILK ROUTE
STILLPOINT INVESTMENTS LP
MILLENNIUM NEW HORIZONS MANAGEMENT, LLC
LIONSHEAD WEALTH MANAGEMENT, LLC
LYRICAL ASSET MANAGEMENT LP
APERTURE INVESTORS, LLC
TENFORE HOLDINGS
TEKMEN WELLS LLC
LYTICAL VENTURES, LLC
BLACKBARN CAPITAL PARTNERS LP
MONTGOMERY CAPITAL ADVISORS LLC

Investors

STEVEN MATTHEW KAVALL
JOHN ANGUS LUBBOCK
YOUNGDAWN DANIEL HA
MEHAK THUKRAL
Michael Bernstein
James Zagelmeyer
SCOTT DAVID LASKY
TRACY LAVERN NIXON
HAKAN K ERGULEC

Within 25 miles of Orangeburg, NY, Best Investors lists 3,605 registered investment advisory firms with 5,593 offices nearby, managing about $61.5T in combined regulatory AUM across 4,721,084 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 Orangeburg

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