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Best financial advisors in Roosevelt Island, NY

Registered advisers within 25 miles of Roosevelt Island, NY.

Offices
6,120
Firms
3,537
Combined AUM
$60.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,458 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

MARINER
RE-ENVISION WEALTH
UBS FINANCIAL SERVICES INC.
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
ONE INVESTMENT MANAGEMENT US LLC
ARKAY VENTURES
HS MANAGEMENT PARTNERS, LLC
GREENLAND CAPITAL MANAGEMENT LP
NORTHERN TRUST INVESTMENTS, INCORPORATED
GREENSLEDGE ADVISORS LLC
COMMUNITAS CAPITAL PARTNERS, LLC
E. MAGNUS OPPENHEIM & CO. INC.
ECC FUND MANAGER II, LLC
LARCH LANE PARTNERS LLC
EMPOWER PRIVATE WEALTH
DIFFERENTIAL VENTURE PARTNERS, LLC
SHANNON RIVER FUND MANAGEMENT, LLC
AMERICAN CAPITAL MANAGEMENT INC

Investors

Bradford R. Peck
KEITH LEON BEVERLY
ENRICO LOMONACO
LAURENCE MITCHELL GUBERMAN
HARRY WILLIAM SEGALAS
ROBERT GUY GEBHART
BRIAN MICHAEL FINNEGAN
KENNETH H LASSNER
Peter Zabiegala
ROBERT STEPHEN EATON
Isabel Machlin
LANCE DOUGLAS VEGNA
Salma Abdulla
MARY CATHERINE MCRAE
DAVID MARK LA VALLE
KRISTIN GAMBLE

Within 25 miles of Roosevelt Island, NY, Best Investors lists 3,537 registered investment advisory firms with 6,120 offices nearby, managing about $60.3T in combined regulatory AUM across 4,720,458 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 Roosevelt Island

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