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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE PINNACLE FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PAUL M WILLIAMS LLC
&PARTNERS
TD PRIVATE CLIENT WEALTH LLC
SPECTRUM GROUP MANAGEMENT
CITIGROUP GLOBAL MARKETS INC.
STRONGHOLD CAPITAL PARTNERS LLC
HOUSE HOLDINGS MANAGEMENT, LLC

Investors

Hayley Shea Paul
Vincent E Sama
Bruce Monaco
DENISE DRAGONETTI
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
GREGORY JOSEPH KENNEDY
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
Paul Michael Williams
PASQUALE CAPONE
Pieter Daniel Loots
DOUGLAS JAMES CERRATO
Jack Jay Schlanger
ANTHONY PETER FUSARO
Clifford James Sieber
THOMAS PHILIP EASOW
BRENDAN JOSEPH CAREY
GIUSEPPE GIGLIOTTI
Christian Kilian
Steven G. Horowitz
Edward W. Dunn
CHRISTOPHER MEZZASALMA
DAVID Y SKUROWITZ
VICTOR Luis ZAYAS
NEIL FERRENTINO
GRIFFIN PATRICK WAGNER
Anthony Joseph Zizzamia
Jay Allyn Durante

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