Best financial advisors in Rego Park, NY

Registered advisers within 25 miles of Rego Park, NY.

Offices

5,949

Firms

3,498

Combined AUM

$60.5T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,719,502 clients when Item 5C has a number

Avg / client

$12.8M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

349 MERRICK RD
LYNBROOK, NY 11563

CITIZENS SECURITIES, INC.

2301 86TH STREET MS: NY367
BROOKLYN, NY 11214

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2076 86TH ST
BROOKLYN, NY 11214

11.1 miles away

J.P. MORGAN SECURITIES LLC

1901 86TH STREET
BROOKLYN, NY 11214

11.1 miles away

PARK AVENUE SECURITIES LLC

15 Atlantic Ave SUITE 212
LYNBROOK, NY 11563

11.1 miles away

PFS INVESTMENTS INC.

25 ATLANTIC AVENUE
LYNBROOK, NY 11563

11.1 miles away

PFS INVESTMENTS INC.

25 ATLANTIC AVE STE C
LYNBROOK, NY 11563

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

1884 86TH ST 2ND FLOOR
BROOKLYN, NY 11214

11.1 miles away

SANTANDER SECURITIES LLC

1769 86th Street
Brooklyn, NY 11214

11.1 miles away

EDWARD JONES

120 SYLVAN AVE #303
ENGLEWOOD CLIFFS, NJ 07632-2501

11.1 miles away

J.P. MORGAN SECURITIES LLC

2111 NORTHERN BLVD.
MANHASSET, NY 11030

11.1 miles away

OSAIC WEALTH, INC.

303 Merrick Road Suite 502
Lynbrook, NY 11563

11.1 miles away

J.P. MORGAN SECURITIES LLC

1640 86TH ST
BROOKLYN, NY 11214

11.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

300 MERRICK RD
LYNBROOK, NY 11563

11.1 miles away

LPL FINANCIAL LLC

1501 86TH STREET
BROOKLYN, NY 11228

11.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

71 Grand Ave Suite 5
Palisades Park, NJ 07650

11.1 miles away

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC

180 SYLVAN AVE
ENGLEWOOD CLIFFS, NJ 07632

11.1 miles away

JULIUS WEALTH ADVISORS, LLC

200 SYLVAN AVE SUITE 23A
ENGLEWOOD CLIFFS, NJ 07632

11.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

266 MERRICK RD
LYNBROOK, NY 11563

11.1 miles away

EDWARD JONES

365 HEMPSTEAD AVENUE
WEST HEMPSTEAD, NY 11552-2042

11.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CITIZENS SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

PARK AVENUE SECURITIES LLC

PFS INVESTMENTS INC.

CETERA INVESTMENT ADVISERS LLC

SANTANDER SECURITIES LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC

JULIUS WEALTH ADVISORS, LLC

Investors

Mathew George Callaghan

Rong Jian Jiang

ALEJANDRO SANCHEZ-ORDONEZ

ALEKSANDER GURIYELOV

CORDEL EVAN BRYAN

NICHOLAS STEWART

Steven Jay Radinsky

RAMEEN DANISHYAR

MORRIS MURCIANO

HARRY CHARLES KATZ

CALVIN Ying ZHAO

Kyle Patrick Woll

CHRISTOPHER JOSEPH PASSARELLI

ILAN N TSAPOVSKI

Amy Younji Seong

Jason Blumstein

STUART ROBERT SCHOENFELD

FRANCESCA ARLIA

JOHN Pierce JONZA

JEREMY ADAM JACOBS

Jeffrey STUART Schoenfeld

Matthew James Scanlan

ALAN JASON SCHOENFELD

JOHN CARL VARRICCHIO

LEWIS BJORN BORDOLEY

JENNIFER JOANNE LANIGAN

solomon jacobson

Marie L. Taylor

Everett J Johnson

Within 25 miles of Rego Park, NY, Best Investors lists 3,498 registered investment advisory firms with 5,949 offices nearby, managing about $60.5T in combined regulatory AUM across 4,719,502 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 Rego Park

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 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM