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Best financial advisors in Planetarium, NY

Registered advisers within 25 miles of Planetarium, NY.

Offices
6,243
Firms
3,605
Combined AUM
$60.9T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,723,705 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EUREKA WEALTH SOLUTIONS
J.P. MORGAN SECURITIES LLC
PELICAN BAY ASSET MANAGEMENT, INC.
SEVEN HILLS CAPITAL MANAGEMENT, LLC
KAIROS INVESTMENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
CITIGROUP GLOBAL MARKETS INC.
MICAMOLD MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
HYPERION WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
IFC PERSONAL MONEY MANAGERS, INC.

Investors

RITA ROBBINS
Gift Luyindula Freitas
Leonel Chaves
Malik Quran Brown
andy trinidad
Tommy Wong
Kevin Ruiz
COLIN O'MALLEY
Amir Modarres
MARK JOSEPH REISMAN
Ashanti Graham
Matthew C. Barcia
Akeem Williams
STEFAN POPESCU
MANUEL DE LEON
DANIEL louis CHISENA
Ho kyung Andrew Jung
Arnaldo Martinez
JEDD GOLDINGER
Ashraf Zaman
LATANYA YVONNE BYNUM
HUGO REAL
MARIA ANA LINARES
Joshua Hansol Suh
Alfred Z Avazis
MARK MATTHEW MARTIAK
AYORINDE DAVID
Tyler Josephs
JONATHAN SETH GEIGER
Jose Ryan Padilla
Novaughn Franklin Miller
Adam J Warda
Arianna Maria Meehan
Tyler A Wong
JOSE EMMANUEL SUAREZ
Frank Salensky
Matthew William Torres
GARY HOWARD SCHATSKY

Within 25 miles of Planetarium, NY, Best Investors lists 3,605 registered investment advisory firms with 6,243 offices nearby, managing about $60.9T in combined regulatory AUM across 4,723,705 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 Planetarium

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