Best financial advisors in Pilgrim, NY

Registered advisers within 25 miles of Pilgrim, NY.

Offices

6,345

Firms

3,742

Combined AUM

$61.7T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,722,828 clients when Item 5C has a number

Avg / client

$13.1M

Combined AUM ÷ clients

Nearby offices

MARINER INVESTMENT GROUP, LLC

299 PARK AVENUE 5TH FLOOR
NEW YORK, NY 10171

TAILWIND CAPITAL

299 PARK AVENUE 4TH FLOOR
NEW YORK, NY 10171

COURT SQUARE CAPITAL

299 PARK AVENUE 35TH FLOOR
NEW YORK, NY 10171

BONACCORD CAPITAL PARTNERS

299 PARK AVENUE 36TH FLOOR
NEW YORK, NY 10171

1WS CAPITAL ADVISORS, LLC

299 PARK AVENUE 25TH FLOOR
NEW YORK, NY 10171

KING STREET CAPITAL MANAGEMENT, L.P.

299 PARK AVENUE 40TH FLOOR
NEW YORK, NY 10171

HARK CAPITAL ADVISORS LLC

299 PARK AVENUE 3RD FLOOR
NEW YORK, NY 10171

MACKAY SHIELDS LLC

299 PARK AVENUE 32ND FLOOR
NEW YORK, NY 10171

HURLEY CAPITAL, LLC

299 PARK AVENUE 21ST FLOOR
NEW YORK, NY 10171

APOGEM CAPITAL LLC

299 PARK AVENUE 37TH FLOOR
NEW YORK, NY 10171

MAN CAPITAL MANAGEMENT LLC

299 PARK AVENUE 24TH FLOOR
NEW YORK, NY 10171

ROCKFORD TOWER ASSET MANAGEMENT, L.L.C.

299 PARK AVENUE 40TH FLOOR
NEW YORK, NY 10171

KELSO & COMPANY, L.P.

299 PARK AVENUE 30TH FL
NEW YORK, NY 10171

MAN INVESTMENT PARTNERS (US) LP

299 PARK AVENUE 24TH FLOOR
NEW YORK, NY 10171

UBS FINANCIAL SERVICES INC.

299 PARK AVE 26TH FLOOR
NEW YORK, NY 10171

UBS FINANCIAL SERVICES INC.

299 PARK AVENUE 8TH, 9TH, & 11TH Floors
NEW YORK, NY 10171

UBS FINANCIAL SERVICES INC.

299 Park Avenue 8th,9th and 11th floor
NEW YORK, NY 10171

B. RILEY WEALTH ADVISORS, INC.

299 Park Avenue 21st Floor
New York, NY 10171

UBS FINANCIAL SERVICES INC.

299 Park Avenue 8th Floor
New York, NY 10171

UBS FINANCIAL SERVICES INC.

Salt Lake City 299 Park Avenue
New York, NY 10171

Firms

MARINER INVESTMENT GROUP, LLC

TAILWIND CAPITAL

COURT SQUARE CAPITAL

BONACCORD CAPITAL PARTNERS

1WS CAPITAL ADVISORS, LLC

KING STREET CAPITAL MANAGEMENT, L.P.

HARK CAPITAL ADVISORS LLC

MACKAY SHIELDS LLC

HURLEY CAPITAL, LLC

APOGEM CAPITAL LLC

MAN CAPITAL MANAGEMENT LLC

ROCKFORD TOWER ASSET MANAGEMENT, L.L.C.

KELSO & COMPANY, L.P.

MAN INVESTMENT PARTNERS (US) LP

UBS FINANCIAL SERVICES INC.

B. RILEY WEALTH ADVISORS, INC.

Investors

BETH SILSTON GRIPER

BRUNO LUIS MACHADO

RENE ARTURO BUSTAMANTE

Thomas Musmanno

CHARLES HOWARD GOLDBLUM

Andrew Jefferson Shoemaker

Constantinos Ernest Athanailos

ZACHARY CADE MCCARROLL

Aleksandra Kurzydlowski

JAMES MICHAEL NEW

JOY JOVET CHRISTIAN

CRAIG WILLIAM BERESIN

MEVERETTE L SMITH

WILLIAM ALFRED HAND

PATRICIA M. MARINELLO

ADAM RICHARD JACKSON

NICHOLAS BENJAMIN SCORDATO

MATTHEW FITZGERALD DUNN

WILLIAM DAVID LEZAMA

ALEXANDRA RUBERT BROMS

LAWRENCE M EVANS

GIANCARLO A VILLANELLA

James Douglas Milde

Francesco Antonio Fevola

Samuel Charles Rosis

Sophia Rose Oliverio

CHRISTOPHER John KINCADE

Elizabeth Martee Schiowitz

Tyler John Kunkel

Marian Ying Chen

Jonathan McAlister

Schuyler Woodard Edie

Robert Sean Trocchia

Isabelle Rae Saurer

JUSTIN ERIC MENDELSON

Alexandra Lauren Bierer

Elizabeth Hellen Myers

GERARD JOSEPH COSTELLO

LOREN PAUL WEISS

WILSON JOHN LEE

DAVID SCOTT HALLMAN

SCOTT OWEN STIMAC

GERALD O'Niell MCGINLEY

MIGUEL EDWARD HENNESSY

ERIC LEE FALKENHEIM

TODD C KAUFFMANN

SCOTT LEWIS STACKMAN

ADAM C. GALABURDA

JAMES JIN PAINE

BRANDON MATTHEW SOBEL

ALLISON WISNIEWSKI

ROBERT ANDREW DUNN

SCOTT MICHAEL ROSENBERG

CHARLES DARA DAY

MARYELLEN FRANK

SONIA MARIA ATTKISS

SEAN JERMAINE CAMPBELL

MARIANN ASHLEY CHEUNG-LEE

ALLISON B. MCCARTNEY

MICHAEL JAMES O'HARA

MICHAEL ANDREW LORENZO

AILEEN FARRELL SCHRUTH

BONNIE ELIZABETH RICHARDS

MICHAEL MARIANO DASILVA

Stephanie Higgins

DAVID MICHAEL WARDROP

RASHEEDA RHON BRIX

COLTON JOEL HELBIG

JESSICA POLKOW LITE

NOAH R FRIEDMAN

ROSCOE EDWARD MELLOR

JORDAN WAYNE BARON

JORDAN STORER MAHAFFEY

MATTHEW ROBERT KLEIN

Brian Michael OConnor

Christopher Cody Smith

MIRIAMNE ALAYNE DEMARRAIS

GABRIEL JACOB COOPERMAN

ELEANOR TOMASHOFF

ROBERT LANE MCBRIDE

Patricia M Lima

WHITNEY M BIRTWELL

ZACHARY J KINGSLEY

STEVEN JAMES CERVINO

THOMAS WILLIAM LADD

JAMES E KENNEDY

JESSICA LYNNE TOMKIEWICZ

Lauren Marie Healey

Jacqueline Moran

CHRISTOPHER JOHN WALKER

CONNOR Gary GUSTAFSON

Cameron Scott McCurry

CHRISTOPHER ROBERT SHARKEY

Vincent Matthew Aquino

Caitlin Ladd Brady

John Michael Errico

Avery Attridge Melville

Alexandra Quinn Maounis

Madeleine Rose Diskin

Brandon Alex Feit

JOHN MICHAEL GAFFNEY

KIRSTEN ELIZABETH GABBETT

William Cole Imeson

Jake Anthony Zisa

DAVIS GULBRANDSEN

Owen Kevin Lillis

Ryan James Siedem

Andrew Harrison Heller

PADRAIG KEVIN MCBRIEN

Teresa Rose DiLorenzo-Waldron

GARY WILLIAM MOHAMED

MATTHEW STERN BUCHSBAUM

WILLIAM MONTGOMERY CERF

NICHOLAS BRINE FINN

TODD HENRY CONKLIN

SEAN THOMAS KILDUFF

BRIAN MICHAEL MURPHY

John R Barefoot

LAURENS WILLIAM COOK

RUDOLF PETER GREINER

CHRISTINE ELAINE SEEWALDT

DAVID HAROLD HOLLENBAUGH

ALEXANDER DEAN WILLIAMS

THOMAS CHARLES DUNN

DAVID EVAN STERN

ERIK RAYMOND DAHLQUIST

JULIANA VILLAGRAN

FRANK SAMUEL WALTER

MARC SIMON-VERMOT

SPENCER J PEARSON

MICHAEL AUSTIN TUCKER

DAVID MARC FRIEDMAN

WILLIAM KELLS NOONAN

Samuel Ryan Harris

SETH MEIR SCHULDER

Noah Matthew Buchwald

Katherine Elizabeth Crevani

Ryan Thomas Miknich

Peter Southard Read

Madalyn Danielle Gibbons

M KENNETH WITOVER

TIMOTHY JOSEPH CROAK

ANTHONY JOHN O'CALLAGHAN

THOMAS JOSEPH DUFFY

MARIE ELIZABETH ERRICO

SHARON THERESE SAGER

SHEILA FREUND KLEHM

HENRY ADAM LUDWICKI

John Ryan Campbell

Edward Morgan McLanahan

Jake Andrew Woloshin

Elizabeth Ann Bondi

Nikolaos Leigh Papadopoulos

Kevin McAlister

MEGAN MCBANE MAHONEY

PETER EDWARD MURRAY

ARMAND DEL MEDICO

GREGORY SQUIRE HURST

NICHOLE E. CHIUSANO

Scott L Rappaport

JACQUELINE NICOLE WILCHEK

Nicole Stephanie Iervolino

William Jaenicke

RONALD ANTHONY HAMLIN

GREGORY JAMES HOLBROOK

KENNETH SCOTT GUNSBERGER

NATHAN RADCLIFFE BERKOFF

ADAM GREGORY LAFER

ERIC MATTHEW WAGNER

DOUGLAS MATTHEW SUMMER

JOHN MILLS-PIERRE

HARLAN SHAW LEVINSON

SEAN SCHUYLER SAMPSON

LOUIS FELIX VARGAS

NATALYA GLUSHAKOVA

MELLANY G BAGTAS

KARINA RODRIGUEZ

ADAM GREGORY RIVERA

ASHLEY NICHOLE KAISER

NICHOLAS STEVEN RIVERA

JAMAL WELDON DAVIS

DAVID GARRISON WILTS

Madison Jade Barich

Michael Ryan Visciano

Paige Freckleton

Melissa Dincher

Elizabeth Jane Quinn

Steven Bennett Perkal

Alexandra Harris

Adrien Eggerickx

Kaitlin H Weaver

ANNA MARIA DIBIASE

PHILIP JEROME OSHEA

DANIEL C SHEPLER

RONALD FRANCIS GIANCRISTOFARO

MATTHEW STEPHEN HOFFMAN

Edward Crary Lord

ANDREW V DIPAOLA

ALEXANDER HURST

Daniel Paul Gerardi

AUSTIN DAKOTA ENGROS

MICHAEL ZACCARO JR

MARTHA JULIA WISLOCKI

Taylor NICOLE Chaplin

Drew Alexander Nagy

John Patrick OHara

Surina Sidhdharth Sheth

HOWARD LOURIA BLUM

KAREN ANN KURRASCH

HENRY B. BERKLEY

JOHN JOSEPH KUBICA

GEORGE A. KOLODKA

RICHARD ALAN ABRAMS

ARTHUR RANDALL III

CARY ALAN MOSKOWITZ

Steven Kuzmanoski

MICHAEL A CHANDIRAMANI

JOHN MICHAEL CONWAY

DANIEL ROBERT FRANCO

Timothy Scott Nowak

GREGORY ALAN SIMON

RICHARD IVAN GREENSPAN

DEBRA FORTUNOFF ROSSI

JONATHAN JOSEPH GALLI

DEBORAH LISBONA MINCH

GEORGE III SHANNON III III

STEVEN MITCHELL MALLAH

PETER WILLIAM TIMMINS

DAVID MALDONADO

ALEXANDER WOLFF KOHN

JON CHARLES VALLARO

MICHAEL PADDINGTON NORRIS

WILLIAM STEFAN JOVANOVICH

BRENDAN MICHAEL MURPHY

LAURA EILEEN HARLOW

JOSHUA STEUERMAN

Thomas J Clarkson

Peter Gerard May

LEO SHOHEI ASADA-JOHNSON

Kathryn Marie Boland

Cooper James Hancock

STEPHEN CLARE CAHOON

BENJAMIN JOSEPH SEGAL

THOMAS GERARD HUVANE

MICHAEL FRANCIS POPPO

CHARLES A. ANTHONY LORE

THOMAS ARTHUR MURPHY

TODD GLENN FELDMAN

ANDREW GERARD NYGREN

CRAIG ANTHONY ELLIS

NATELLA ZABARSKIY

THOMAS GARFIELD GREEN

GAIL PATRICIA HEFFEREN

KATIA J DELGADO

GARRICK P MONTENEGRO

DANIEL W LADNER

CHRISTOPHER JOHN LASH

MATTHEW BEN DRESNICK

CHRISTINE LEE ABBOTT

ARIANA CAMPOS ACOSTA

ANDREW HOWARD KAHNER

Bonnie Wong Wong Van Vliet

VICTORIA LOUISA SAYLOR

A ANTHONY OLIVETTI

LAUREN A CASTAN

IOANNA PRASINOS

Amanda Grace Beebe

Joseph John Dillon

Ronald Conor Alcott

Isabelle Anna Lipinski

Pirunporn Gordon

catherine MARY polisano

Jacqueline Mariah Huvane

Joshua Robert Ruiz

Thomas Martin Huvane

DANIEL J SHARONI

Alexander Henry Carver

Leyla Peri Ciner

Nicholas James Dailey

LEONARD ANTHONY BOCCIA

SETH A MITCHELL

ALBERT TELIN NIU

SCOTT JAY BLANKMAN

ILIANA MARTINEZ

LAWRENCE ANDREW GLICKSTEIN

RICHARD D. DOMINIC VINCI

Bradford George Norford

DONNA ADELE MARTORELLI

JOHANNA M DELATORRE-FINKELSTEIN

JENNIFER MARIE FRAGETTI

BRIAN DAVID FREY

KIMBERLY ATTRIDGE

MATTHEW JAMES MASSEO

CONNIE Ann LAPOLLA

MARTIN ADAM SCHWARTZ

ERINN CAITLIN KANE

ALEXANDRA MARY SWERZ

Anthony Nicholas Colarusso

ERIC TYLER VISHNEVETSKY

Thomas Henry Healey

Carl Emmanuel Pierre-Louis

Olivia Avery Boccia

Yvette Beatriz Medina

JOEL IRA ROGOVIN

MARK ROBERT WOLFSON

FREDERICK JOSEPH SMITH

MELINDA JOYCE ABOOD

ROBERT F KENNEDY

THOMAS JOSEPH MCKELVEY

MARK JAY FREIBERG

FRANK PETER KOENIG

Rachel Ann Berg

BERNARD SALOMON COHEN

Nicholas Angel Hernandez

Man Li Lily Yeung

Colin Michael McSpedon

THOMAS ROBERT CONIGATTI

CHRISTOPHER LEO MICHELSEN

MONTAGUE STEPHAN HENRY

NEIL SCOTT MEISSNER

WALTER JOHN HOEHLER

ROBERT XAVIER REILLY

ROBERT IRVING RAFFORD

MICHAEL JOSEPH ALLAN

DERMOT P BERMINGHAM

SINEAD MARIE FAUGHNAN

TARA ELIZABETH MCCANN

PETER J. JEREMY HALL

SHEREZADA G POLANCO

JONATHAN ANDERSON BARTER

BARRY MITCHELL BLAUSTEIN

Mary Elizabeth Simasek

Kevin Patrick Gavey

JEFFREY NEIL KLOTZ

WILLIAM DENNIS CONTI

Jonathan Schechter

Within 25 miles of Pilgrim, NY, Best Investors lists 3,742 registered investment advisory firms with 6,345 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,828 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 Pilgrim

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