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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

ARETE WEALTH ADVISORS, LLC
PROSPERA FINANCIAL SERVICES, INC.
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DOWNTOWN INVESTMENT ADVISORY
LPL ENTERPRISE, LLC
OPPENHEIMER & CO. INC.
FLAGSTAR ADVISORS
PRATO CAPITAL MANAGEMENT
LANSDOWNE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
LSOF MANAGER LLC
7 MAIN CAPITAL LLC
WELLS FARGO CLEARING SERVICES, LLC
DUALITAS

Investors

JOHN ROBERT BURNHAM
JOSEPH A GILENO
CHRISTOPHER SEAN FLANAGAN
MICHAEL THOMAS COLLINS
SIDDHARTH SURI
Ronald S D'Antoni
Tiffany Freckleton
MEGHAN MAUREEN KRISTENSEN
DAVID WILLIAM PROCKTER
LISA MARIE GRADILONE
CHARLES EDWARD BRANCH
LOREN F WARD
Wilson Pujols
CHRISTINA JAITLIN CHIN
JOSE MIGUEL PEREZ VIVALDO
Teresa Berishaj
Ronnie Spears
Matthew E Molloy
Christopher Jordan Conley
Arthur Pasternak
BRADLEY THOMAS PHILIPPS
Gilda R Borenstein
JEFFREY W CHIN
JAIME SUE GOODMAN
Jacqueline J Cicale
MIYUKI KIYOTA
JOHN LOUIS GUARNIERI
CHARLES ROBERT POLLACK
Elaine C Webley
MICHAEL JOHN GORMAN
LAURA A MADONNA
STEVEN NOCE
DEON ALRICA SMITH
DANIEL JOHN GOLDSMITH
ROBERT JOHN TARPEY
Sarah P Camp
SUSAN M CONDIT
CHRISTOPHER RICHARD FLEMING
Laura A Jimenez
JOSEPH THOMAS BYRNE
ALYSON M CIFU
BOB GRENIER
JOHN VAN STEEN
ELIZABETH ADAMS
LAURA GRACE ABELS
MARK W WAGNER
DANIEL P TARPEY
Erik Gemma
Daniel Borenstein
Dolores Nunez
Andrea Danielle Rickard
John M Cirillo
HOPE L KLEIN-ANDINO
AMY PATRICIA WALLACK
Paul J McKirgan
ELLIOT ROSS SKRILOFF
Danielle F Grande-Cosentino
ADAM JASON SCHUR
Lisa M Barone
Jeffrey S Skelly
KIMBERLY HEATHER RODGERS
ANGELO MAMONE
JAMIE MONIQUE GOLDSMITH
MICHAEL GARRISON WARES
Melissa Cantoral
Anthony R Danial
Patric Vaccariello
Anthony D Lombardi
Roger E Camp
ROBIN M ELY
MARY ELLEN TOMPKINS
THOMAS MACGREGOR BARNWELL
DEBORAH A PACE
JOHN ANDREW BARRY
LUCILLE CONKLIN
WILLIAM WARD DOTY
CRAIG ROBERT FORBES
JOHN EDWARD DAVIS
Rachelle Gayer
ANTHONY MATTHEW MASTRONICOLA
FRANK CHARLES VELLA
ANTHONY GERARD PAULINE
DANNY DABLE
TERRY C WEBB
AVI ZIMBALIST LEVINE
THOMAS EDWARD DOONEY
JOHN MARACICH
GARY HOWARD TROY
TIMOTHY James ROMAGNOLI
ERIC RAMIREZ-LIRA
ANTHONY JAMES GALLO
THOMAS MICHAEL GIBSON
AIDAN DERVISEVIC
EILEEN ROBIN FROHMAN
David Carraturo
JAMES PATRICK CRACO
JAVIER LUGO
BRIAN JOSEPH MARCHINI
Samuel Connelly
STEVEN WAYNE KALT
NICHOLAS ANTHONY CAMPAGNONE
HOWARD ALAN HIRSCH
PETER B MARONEY
CHRISTINE M TELESCO
KURT LAURENCE SEIDMAN
DONNA HOPE GOLDMAN
MARC LEWIS BERKOWITZ
ANNA MARI FERRARO
PETER J GUT
William Donnell
Valeria Galinskaya
NOREEN KERRY DORRIAN
SCOTT MICHAEL WEINFELD
GABRIELLA BRACAGLIA
BRIAN MURPHY O'ROURKE
GREGORY PAUL PRATO
Chris R Del Bene
Christopher Simon Johnson
John Anthony Russo
BRIAN ROBIN DUNHILL
James Paul Scherer
WILLIAM FRANCIS MAY
JOHN MICHAEL SUOZZO
JEROMY BARTON
COLLEEN MARIE GLAVIN-BEINER

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