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Best financial advisors in Roslyn Heights, NY

Registered advisers within 25 miles of Roslyn Heights, NY.

Offices
5,961
Firms
3,652
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,405 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

HIGHLAND WEALTH ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
AMERITAS ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
PRESCOTT, ADAMS AND GROUP INC.
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
SANTANDER SECURITIES LLC
BEB CREDIT MANAGEMENT, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
ARTEMIS WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
R SQUARED IV

Investors

IRA WADE SCHACK
Alexa Martins Paiva
JAMES JOSEPH MANZOLILLO
NARGIS S SATHI
Richard Joseph Ruiz
Rick Groom
Kyle Julien
Joseph M. Leone
SHAHID ALI SYED
DAVID IRWIN JACOBS
JOSEPH JOHN MARINO
CHRISTOPHER A KOOPMAN
Anthony Francis Mammano
CHRISTOPHER VOLBERG
JOHN RYAN
Sean Michael Paton
Noah Andrew Kowalewsky
ANTHONY G BIANCHI
MICHAEL Anthony RADOVICH
NICHOLAS VICTOR LIMONGELLI
VANESSA AULESTIA
Brandon David Goldberg
JOHN A LIMONGELLI
RICHARD A BELLOFATTO
PETER M MAINO
MARK STEVEN ZIAS
NICHOLAS JAMES PETRUCELLI
Bryan Thomas Carlucci
STEPHEN BRIAN FALGOUST
THOMAS MAURICE ROONEY
CHRISTOPHER ALFRED AFFENITA
RAMEEN DANISHYAR
Tiffany Ge
Claude Turner
MORRIS MURCIANO
ASHU BHARARA
Anthony J. Destio
Eric D. Hood
JASON M BIMONTE
LOUIS SPARACINO
OLIVER KIM
RILEY EMERSON MCBRIDE
VINCENZO CESARE
ANGELICA ROEBLING VAN PELT
ALDO VERRELLI
MATTHEW BRUCE SCHECHNER
Noah Henry Maman
Panagiotis Peter Ermogenous
Michael Guiliano
PETER MATTHEW RUP
JOHN DAVID DUEBENDORFER
BRADFORD MARLON PINE
Brian Reddington

Within 25 miles of Roslyn Heights, NY, Best Investors lists 3,652 registered investment advisory firms with 5,961 offices nearby, managing about $59.7T in combined regulatory AUM across 4,720,405 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 Heights

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