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Best financial advisors in Pleasantville, NY

Registered advisers within 25 miles of Pleasantville, NY.

Offices
1,927
Firms
1,002
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,275 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
THOMASLLOYD CLIMATE SOLUTIONS LLC
CROSSINGBRIDGE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
SAW MILL CAPITAL L.L.C.
STRATEGIC WEALTH MANAGEMENT LLC
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
AGING ISSUES MANAGEMENT LLC
WESTCHESTER CAPITAL MANAGEMENT, LLC

Investors

GREGORY EUGENE LONG
PAMELA WETHERBEE
DARREL WILLIAM UPSON
Zachary G Norman
ERIC PETER NACHMAN
DANIELLE JEAN GUILDERSON
JARED DOUGLASS LYNNE
Jacob Ryan Lynne
MICHAEL JOSEPH MAGNANI
KEVIN FRANCIS DEGABRIEL
GIOVANNI GRANDE
ORLANDO VASQUEZ
Garret Charles Byrne
MICHAEL GOMEZ
SANDEEP SINGH
Imani Tate
Peter Ju
Robert Alex Karson
ANDREW PAUL KOUSOUROS
ANTHONY JOHN DARIA
ALEX SOCOLOF
DAVID MARC KLEINER
DAVID CLEARY
KIM ERIK QVISTORFF
JUDY MARGARET RUBIN
Geremy Thomas Byrne
JOSEPH LAZARUS SORICELLI

Within 25 miles of Pleasantville, NY, Best Investors lists 1,002 registered investment advisory firms with 1,927 offices nearby, managing about $21.4T in combined regulatory AUM across 3,253,275 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 Pleasantville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM