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Best financial advisors in Roslyn Estates, NY

Registered advisers within 25 miles of Roslyn Estates, NY.

Offices
6,005
Firms
3,661
Combined AUM
$59.8T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,402 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
HILLTOP ROAD MANAGEMENT, LLC
CRAIG DRILL CAPITAL CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
FOX RUN MANAGEMENT LLC
QP GLOBAL FAMILY OFFICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STRATEGIC ADVISERS LLC
TRIVIUM POINT ADVISORY, LLC

Investors

CENK KOZULCALI
Nathan Esteban Joubert
Michael Joseph Montenegro
NICHOLAS SANTISTEBAN
JORDAN MCKISSICK
John Bowen
Samuel Neri
MICHAEL ANTHONY DEVITO
Luke Anderson Derfus
IGOR BALYASNIY
CLIVE VERNON DIXON
Benjamin Michael Newman
JUAN-ANTON J VELARDE
Naseema Sharif
JOHN MIRABILE
JON LOUIS NEWMAN
RICHARD SCOTT HIRSH
JOHN ANDREW SANFILIPPO
DANIEL STEPHEN GIUNTINI
Rita Esquenazi
JARED MARK PICHE
Jimmy Hernandez
INDIRA CELENY VALLADARES
VICTORIA BARBARA DE PAOLO
Richard Charles Crews
Allie Lehman
Hyoun Bae
Conor Seyda
Daniel Romeo
Andres Quiceno
Rebecca F. Ozirus
REGINALD LOY BLAKE
Angelo Magoulas
Jonathan Hernandez
Thomas Joseph Kolakowski
ROBERT VINCENT GRILLO
WILMOT DAVID LEE
Vincent G Perrotta
MAXWELL DEPALO
ROBERT MISTRY EVJEN
JOHN BINDLEY IRWIN
BRADLEY CASDEN BORRIELLO
NICHOLAS HECKMAN
DANIEL KYLE BOLBIRER
PIERCE MARIQUIT
BRETT LIBERMAN
ELAYNA ISABEL MITRAKOS
MAXINE SEIF
ZACK T. KINSELLA
CONNOR BRANDEEN
CHIARA CLEMENTINA DI PALMA
THOMAS MARC QUINSON
OMAR MOUSTAFA
MICHAEL B. MURPHY
BIANCA J SCHUMAN
JAMES ALLEN THOMPSON
RON ANDREW PAC
Stephen Thomas Haeckel
KHIONNE NOEL AWER
TARUN HASIJA
Michael L. Corcoran
Kyle Ackourey
Nathaniel LaGoy

Within 25 miles of Roslyn Estates, NY, Best Investors lists 3,661 registered investment advisory firms with 6,005 offices nearby, managing about $59.8T in combined regulatory AUM across 4,720,402 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 Roslyn Estates

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