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Best financial advisors in Richmond Hill, NY

Registered advisers within 25 miles of Richmond Hill, NY.

Offices
5,683
Firms
3,381
Combined AUM
$59.9T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,215 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
EAGLE TAX PLANNING & ADVISORY GROUP.LLC
TACTICAL ROTATION MANAGEMENT, LLC
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
CHARLES SCHWAB & CO., INC.
ACORN CAPITAL PARTNERS, LLC
TD PRIVATE CLIENT WEALTH LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PHILIP GEORGE
ANKUR CHAWLA
JENNIFER LENORE CHASE
KIEL JAMES
ROBERT LOBO
RICARDO ESTEBAN
Adam C. Fields
RAMNARINE RAMDHANI
SALVATORE D CERAVOLO
RAJENDRA PRASHAD
LEOPOLD GARCIA
AMARIS RAY
Gary Anderson
SARBJIT KAUR
Julian D. Naiken
OFER ALBAZ
VALERIE MARIE MITCHELL
RAVI ADIMOOLAM
Caedia Fraser
CRAIG ADAM BERGEN
Joshua T Bergen
EDWARD SECKER
KWAI YUN CHAN
KELVIN ACEVEDO-LIZ
Sudev Singh
ABIGAIL PAMANANO NEPOMUCENO
Emily Dennis
Anthony Joseph Panarese
Tyler Josephs
Zihao Zhu
THOMAS JAMES HORAN
Matthew Ryan Seymour
OMOR ELAHI
FRANCESCO CUCUZZA
JEFFREY FRANK DAMASCO
JACK JOSEPH SENG

Within 25 miles of Richmond Hill, NY, Best Investors lists 3,381 registered investment advisory firms with 5,683 offices nearby, managing about $59.9T in combined regulatory AUM across 4,719,215 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 Richmond Hill

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