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Best financial advisors in Port Chester, NY

Registered advisers within 25 miles of Port Chester, NY.

Offices
5,322
Firms
3,264
Combined AUM
$51.7T
Firm-wide filings, not assets booked only here
Clients
4.52M
4,518,184 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

STONEBRIDGE PARTNERS LLC
LAYER 7 MANAGEMENT LLC
SIMPLICITY WEALTH
DUALITAS
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
LCP ADVISOR I LLC
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

Investors

ROBERT CANNON
ANTHONY MICHAEL ADAMO
Richard H Moorhead
DENISE MARCIA KNIGHT
JACQUES ELIE BOUBLI
NARUMI YOSHIDA
ROBERT JAMES LABICK
JEFFREY R REEMER
CHRISTOPHER BRIAN SOSA
JOANNA LYNN CECILIA-FLEMING
ANDREW BUSCETTO
JOSEPH JONATHAN FEMIA

Within 25 miles of Port Chester, NY, Best Investors lists 3,264 registered investment advisory firms with 5,322 offices nearby, managing about $51.7T in combined regulatory AUM across 4,518,184 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 Port Chester

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 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM