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Best financial advisors in Pound Ridge, NY

Registered advisers within 25 miles of Pound Ridge, NY.

Offices
1,586
Firms
913
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,166,082 clients when Item 5C has a number
Avg / client
$6.89M
Combined AUM ÷ clients

Nearby offices

Firms

1230 ADVISORS, LLC
PARK AVENUE SECURITIES LLC
KNOX CAPITAL
J.P. MORGAN SECURITIES LLC
GENESIS CAPITAL MANAGEMENT LLC
WYSER-PRATTE MANAGEMENT CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
COLCHESTER INVESTMENT COUNSEL LLC
DIAMANT ASSET MANAGEMENT, INC.
HB CAPITAL PARTNERS, LLC
EAGLE STRATEGIES LLC
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC

Investors

Anthony Schiff
SARAH A MULLANE BECKER
Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla
LEIF WALLER
KRISTOFFER CARSENI
COLLEEN MARIE GLAVIN-BEINER
SARA SHAHINE BASSIOUNY
MELISSA WALLING ADAMS
NEIL SCOTT KENAGY
JEFFREY LEE SPEIGHT
Sheila Morgan
HERBERT ARTHUR DIAMANT
Evan Neil Kenagy
LILWYN LUCAS DYER
Edward Pejanovic
NIROTAM MAHES
ZACHARY JOSHUA PUMERANTZ
ANDREW CHARLES LAVOIE
MARC A SMITH
RALPH C SESSA
CHARLES ALAN VALENZUELA
FRANCISCO JAVIER RIVERA
LISA ELLEN GUERRERA
PHILIP ERNST RICHTER

Within 25 miles of Pound Ridge, NY, Best Investors lists 913 registered investment advisory firms with 1,586 offices nearby, managing about $21.8T in combined regulatory AUM across 3,166,082 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 Pound Ridge

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