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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

ORION-ARCHSTONE ASSET MANAGEMENT INC.
NEW EDGE WEALTH
LPL FINANCIAL LLC
ONE INVESTMENT MANAGEMENT US LLC
ARKAY VENTURES
HS MANAGEMENT PARTNERS, LLC
GREENLAND CAPITAL MANAGEMENT LP
NORTHERN TRUST INVESTMENTS, INCORPORATED
ALUA CAPITAL MANAGEMENT LP
VSS FUND MANAGEMENT LLC
W CAPITAL PARTNERS
RBC ROCHDALE, LLC
NORTHSANDS CAPITAL
RBC SECURITIES, INC
BEACON TRUST
OVERBROOK MANAGEMENT CORPORATION

Investors

PETER SHIFTOURI
Alexander Shapses
SARAH N SILVERIO
ADAM MICHAEL BETANCOURT
JUSTIN CASTENSKIOLD WATERMAN
Robert Melle
LAUREN A EHRHARDT
HARRY WILLIAM SEGALAS
ROBERT GUY GEBHART
BRIAN MICHAEL FINNEGAN
KENNETH H LASSNER
Peter Zabiegala
ROBERT STEPHEN EATON
Isabel Machlin
LANCE DOUGLAS VEGNA
PAUL MICHAEL GUERNEY
ANDREW JAMES AUSTIN
APRIL LYNN PEREZ
NICHOLAS P CAVALLARO
MICHAEL KENNETH KORZENKO
AUBREY JEAN FOERSTER
RACHAEL M CRANE
Eric R Fuhrman
Rayvon Solomon
Andrew Golden
Keren Zhou
CONNOR James BAUER
Austin Francis Chow
Nicholas Michael Liccardi
PAUL SINGLE
JONATHAN PETER DOYLE
KEVIN RICHARD MCINTOSH
MICHAEL OWEN ADAIR
RUSSELL EVAN LAUNER
DAVID ABRAHAM SHAPIRO
MARIA TERESA ARONOFF
SIMON B P CHAPMAN
JUAN CARLOS IBANEZ
Richard K Powers
REGAN ALLISON STANFIELD
ANDREW LAWRENCE ROTHSTEIN
LINDSEY DAWN COOK
EDWARD GERARD POPE
RUSSELL MICHAEL MARTIN
JOHN F KAKOLEWSKI
JOSEPH M BOVE
CHARLES JUSTIN LUKE
RICARDO KONG
JEFFREY SEAN WITHROW
SCOTT ROBERT WACHS
BOSTON SAMUEL RUSSELL
SEAN CHRISTIAN BECKER
CHARLES DAVID BOETTCHER
PAMELA DAWN NELSON
MICHAEL TAILA
JOSEPH JAMES QUERRIERA
ANDREW GREGORY BLOCK
JOHN AVERY RUNNELLS
HANNAH GRACE WALCZYK
Alexander Palmerton Nelson
Roman Markus Alpert
Mary Alexa Gukasyan
Daniel Pinard
David Wilson
BRADLEY A SKIPPER
Michael Ray Simon
Kevin Patrick McKenna
Madeleine Rose Frost
MICHAEL ERB
SHELDON CRAIG BRANDAU
TERRENCE JAMES LOUGHRAN
KASHIF SAGHEER AHMAD
RICHARD CHARLES LIMEKILLER
KEVIN Gerard BETTS
ROBERT MICHAEL MECKSTROTH
Alain Landais
VALERIE MICHELE IACOVELLI
VERN MONTROSS
SUNITA GEORGE
Jonathan N Carter
MATTHEW GARRETT LARSON
Joshua Eric Reyes
JOSHUA MICHAEL SCHULTZ
MICHAEL EDWARD NELSON
MICHAEL PETER CORELLI
JONATHAN DAVID HERZOG
Dara Roughley
RICHARD THOMAS ALLISON
Thomas OConnell
John Christian Clark
Matthew Voss
WAYNE ALBERT TITCHE
KEITH SMITH
Namik Beganovic
JOSH DRESERIS
Carson B Parker
OLEKSA STEWART GERLAK
Albert Diaz
Brian Moody
Nicholas Thompson
GREGORY THOMAS BRUNCK
Carolyn June Finer
Anthony Viducic
Andrew Peale Allen
VALERIE ZEIGHER
RAFAEL ANTONIO PANDO
David Paul Bjorndal
CESAR EMILIANO GOMEZ
Kevin Glueckert
Natalia Markowycz
Christopher Yonkers
Mangesh Kulkarni
BASIL EDMUND CONROY
IVOR PATRICK O'KEEFFE
KONSTANTIN SOLOMON PRIVES
Dustin W Hansen
Nicholas Attard
MARY HOVHANESSIAN HELMICH
ANDREW JASON WACHNER
ALI M BANKI
LEO PETER HAMILL
DAVID MICHAEL PATTON
MATTHEW PETER CLIFFORD
Dylan James Otis
TRICIA VINCENT FILTER
TRACEY GRAZIOSA
WILLIAM DANIEL BUTLER
STEPHEN KLEIMAN
WADE GOEHLE
RICHARD JAY ZENKER
Peter William Kunze
Andrew Mindnich

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