Best financial advisors in Pelham, NY

Registered advisers within 25 miles of Pelham, NY.

Offices

6,341

Firms

3,781

Combined AUM

$61.7T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,722,436 clients when Item 5C has a number

Avg / client

$13.1M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

35 FIFTH AVENUE
PELHAM, NY 10803

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

810 MAIN ST
NEW ROCHELLE, NY 10801

PFS INVESTMENTS INC.

10 DIVISION ST S STE 4
NEW ROCHELLE, NY 10805

LPL FINANCIAL LLC

20 BURLING LANE, STE 402
NEW ROCHELLE, NY 10801

NEW STATE CAPITAL PARTNERS

270 NORTH AVENUE 3RD FLOOR
NEW ROCHELLE, NY 10801

EREZ ASSET MANAGEMENT, LLC

270 NORTH AVE STE 404
NEW ROCHELLE, NY 10801-5124

J.P. MORGAN SECURITIES LLC

270 NORTH AVENUE
NEW ROCHELLE, NY 10801

PRIVATE ADVISOR GROUP, LLC

56 HARRISON ST STE 203
NEW ROCHELLE, NY 10801

LPL FINANCIAL LLC

56 HARRISON ST SUITE 203
NEW ROCHELLE, NY 10801-6559

EDWARD JONES

20 CEDAR ST SUITE 105
NEW ROCHELLE, NY 10801-5247

J.P. MORGAN SECURITIES LLC

22 WEST 1ST STREET
MOUNT VERNON, NY 10550

TRUFTON INVESTMENT MANAGEMENT, INC.

495 NEW ROCHELLE ROAD SUITE 2B
BRONXVILLE, NY 10708

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

67 Parkview Dr.
Bronxville, NY 10708

PFS INVESTMENTS INC.

235 WEST 1ST STREET STE B
MT VERNON, NY 10550

STATE FARM INVESTMENT MANAGEMENT CORP.

579 GRAMATAN AVENUE
MOUNT VERNON, NY 10552

LPL FINANCIAL LLC

7 WEST BROAD STREET SUITE 204
MOUNT VERNON, NY 10552

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2136 BARTOW AVE
BRONX, NY 10475

J.P. MORGAN SECURITIES LLC

2130 BARTOW AVE
BRONX, NY 10475

OSAIC INSTITUTIONS, INC.

2067 Bartow Avenue
Bronx, NY 10475

J.P. MORGAN SECURITIES LLC

725 EAST 233RD STREET
BRONX, NY 10466

Firms

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

NEW STATE CAPITAL PARTNERS

EREZ ASSET MANAGEMENT, LLC

PRIVATE ADVISOR GROUP, LLC

TRUFTON INVESTMENT MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC INSTITUTIONS, INC.

Investors

Daniel Molluzzo

Ghedalia Adam Gold Pastor

RONALD FREDERICK SCHMITT

JUAN A RODRIGUEZ

RAFAEL M MEDINA

KEVIN MITCHELL MYERS

JOHN BOSCO WALSH

Daniel J Confreda

Aidan Thomas Durney

TIMOTHY PATRICK FLYNN

MARK JOSEPH LIBERSHER

Mario Luis Valdez

WILLIAM PATRICK CARROLL

COREY ANDREW ANTHONY

Oscar Kai Colon

CHRISTOPHER SCHWARTZ

Salvatore Sferruzza

JERMAINE CURTIS MATTHEWS

Adnan Raza-Chowdhury

Within 25 miles of Pelham, NY, Best Investors lists 3,781 registered investment advisory firms with 6,341 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,436 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 Pelham

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