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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

EVENT CAPITAL STRATEGIES MANAGEMENT, LLC
WHIPPOORWILL ASSOCIATES INC
THE PORTFOLIO STRATEGY GROUP, LLC
HI2 INVESTMENT MANAGEMENT, LLC
LYONROSS CAPITAL MANAGEMENT, LLC
JADE MOUNTAIN PARTNERS, LLC
LSAF MANAGEMENT, LLC
YOSHIDA WEALTH MANAGEMENT, INC.
CJS SECURITIES IA, INC.
INVESCO ADVISERS, INC.
MARINER
PRIME CAPITAL FINANCIAL
NEWEDGE ADVISORS
VICUS CAPITAL, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
MATRIX ASSET ADVISORS INC

Investors

JACQUES ELIE BOUBLI
NARUMI YOSHIDA
ROBERT JAMES LABICK
JEFFREY R REEMER
CHRISTOPHER BRIAN SOSA
JOANNA LYNN CECILIA-FLEMING
ANDREW BUSCETTO
JOSEPH JONATHAN FEMIA
DIANA L DEFRATE
TUULA KATRIINA PAAVOLA
Scott Everett Test
Jeffrey Allan Blatt
JAMES PATRICK MARX
DIANNE CHARISSE CORSBIE
JEFFREY ZUZOLO
DAVID ROGER RABINAW
ROHIT KUMAR MADAN
LON F BIRNHOLZ
STEVEN GEORGE ROUKIS
STEPHAN JAN WEINBERGER
DAVID ADAM KATZ
JORDAN FRASER POSNER

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