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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

LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HSBC SECURITIES (USA) INC.
TD PRIVATE CLIENT WEALTH LLC
CITIGROUP GLOBAL MARKETS INC.
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
LATITUDE ADVISORS, LLC
LPL FINANCIAL LLC
RONALD A. BARTLETT & ASSOCIATES, LTD
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

LENNY NINGWEN SUN
Qian Rong
Yunghua Michael Ma
KUN LI
ZHIYONG YANG
ANJIAN SU
CHOR SHING CHAN
CHI MAK
CAROLINA NG
WAYNE TANG
CHARLIE YEUNG
RUI SU
JASON YIHUI LIN
ZHUOJIE LIU
Ran Hu
WU QU
YEWCHANG CHOW
JIAKE SHI
Johnny Man
QIANSHEN ZHOU
Zhenyu Liu
RONALD ALAN ZUCKER
DIEGO SARO FURNARI
ROBERT PATRICK PALOMBO
RICHARD FRANCIS MILELLA
MICHAEL JEFF
Patrick I Chambers
RONALD ANTHONY BARTLETT
Timothy J. O'Hara
Peter J. Licari
Karen Kelly
Daniel Malone
INGRID PROVIDENCE
Dominick Anthony D'Andrea
FRANCESCO ANTHONY AMODIO
MICHAEL STUART HIRSON
KEVIN RICHARD AHLSTRAND
JOHN PATRICK DONALDSON
CHRISTOPHER FERRARA
JOSEPH CHARLES PROVIDENTI
MICHAEL JAMES PUGLIESE
Shunly Wang
DIANA W YANG
Yangang Zha
Di Lu
Jiayu Huang
Katrina C. Luca
LINGHSIANG HUANG
Jiarui Li
Shengying Li
MIREYA A POLANCO
Maybol Pagan
Ryan Adhari
Jorge Luis Gonzalez

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