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Best financial advisors in Purchase, NY

Registered advisers within 25 miles of Purchase, NY.

Offices
5,202
Firms
3,209
Combined AUM
$51.0T
Firm-wide filings, not assets booked only here
Clients
4.52M
4,517,876 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

TRADEUP WEALTH MANAGEMENT, INC.
LINEAR B PARTNERS LP
OMNI BRIDGEWAY MANAGEMENT (USA) LLC
PARK AVENUE SECURITIES LLC
CITIZENS SECURITIES, INC.
NEW MOUNTAIN CAPITAL, LLC
PARAMOUNT GROUP REAL ESTATE ADVISOR LLC
ALLIANZ CAPITAL PARTNERS OF AMERICA LLC
NEW MOUNTAIN FINANCE ADVISERS, L.L.C.
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C.
MORGAN STANLEY
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC
WATERFALL ASSET MANAGEMENT, LLC
SENTINEL FUND ADVISORS, INC.
FUKOKU LIFE INTERNATIONAL (AMERICA) INC.
RICHARD BERNSTEIN ADVISORS LLC
TCW INVESTMENT MANAGEMENT COMPANY LLC
PIPER SANDLER & CO.
UBS FINANCIAL SERVICES INC.
KRENSAVAGE ASSET MANAGEMENT, LLC

Investors

JOSEPH ELIOT CARTER
TIMOTHY J FAUGHNAN
Cara Elizabeth Lindner
RYAN J BOHN
NIKOLAS JONATHAN NUGNES
BENJAMIN TABAR
Samuel G Marcus
Dylan Richard Peters
JESSICA SADACCA
JEREMY Simon MARTIN
Jake Robert Guglielmo
Benjamin Hartman
SCOTT E SNYDER
Jessica Lin
Emilio Juan Fernandez
RONALD N RAMIREZ
MATTHEW JAMES FLANNERY
ADAM M KATZMAN
DAVID V ORSOLINO
CRAIG LOWELL KATZ
MARC GENSLER
ROBERT PAUL MCLOUGHLIN
MICHELE LEE FINE
MICHAEL STUART COHEN
ANDREW G ROMANO
SPENCER GARRET FRIEDMAN
LOUIS R MOHN
HOWARD A COHEN
GREGORY R BREITMAN
VIDAL BERNARD PEOPLES
JONATHAN ROSS ROSENBAUM
LAWRENCE D COHEN
KEVIN GREGORY KULAK
Monica Ruth Swinney
TIMOTHY Michael SACHS
KATHRYN V KOCH
ANDREW RUSSELL WARD
NATALIE J BRICKSON
MATTHEW DAVID GOLDSTEIN
PATRICK M RYAN
Michael Warren Constantine
Marisa Monaco
Ben Myles Rosen
IAN SCOTT KANSKY
DIANE L VENETSKY
WILLIAM D MURPHY
RUSSELL J CARPENTIERI
LYLE DOMENITZ
JONATHAN L BLINKEN
MICHAEL C RINGEL
CATHERINE J DEMARTINO
CHET E SCHWARTZ
DANIEL M PAIKIN
CHRISTOPHER MICHAEL WEBER
EVAN D WOHL
ANDREW EDWARD ZIMMERMAN
ROBERT CHARLES ANGEL
HIRAM MIGUEL ARNAUD
ROBERT F SOLER
ROBERT S SCHLESINGER
EVAN SAMUEL HARNIK
MARC A SHAPIRO
ANDREW MICHAEL HARMAN
CHRISTOPHER JOHHAN LANTERO
PETER JOHN HECKMAN
AARON Robert KOHL
TYLER WILLIAMS
NOAH ESKENAZI
ANTHONY R CUCINOTTA
DONALD J FAUGHNAN
DONNA H KATZ
ALFONSO REDA
SANDRA L HANDLER
MICHAEL BERLIN
Cole Palmeri
ALEXANDER D SCANGA
Elizabeth J. Abikaram
RAYMOND PEREZ-ASTWOOD
CAMILLE A DAVID
Matthew L Putterman
Michael Joseph Tarr
Matthew Stephen Fischer
Matthew James Nesbitt
Saxon James Sorrentino
Mark A Kania
MARK SALVATORE OPPEDISANO
ALLISON JOAN SALOY
GREGORY THOMAS MULLANEY
SARA NICOLE PRAGER BOSEK
Peyton Suzanne Sventy
JONATHAN MICHAEL AGRESTI
Sarah Kaiser
NINA CHHOR
STEPHEN HUNTER FINEGAN
Evans Copeland
Karan Patel
JORGE FERNANDO ARIAS

Within 25 miles of Purchase, NY, Best Investors lists 3,209 registered investment advisory firms with 5,202 offices nearby, managing about $51.0T in combined regulatory AUM across 4,517,876 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 Purchase

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