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Best financial advisors in S Richmond Hill, NY

Registered advisers within 25 miles of S Richmond Hill, NY.

Offices
5,530
Firms
3,309
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,718,096 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRUDENT INVESTMENT ADVISORS, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.

Investors

JEOVANNY MARIA MARTINEZ
ANGELA SARTORI
INES ROMERO
HICLIPZ JIMENEZ
NATALY JASSMIN CAMPOVERDE
ROHAN HANDA
ALAN S LI
Jennaydra Dance Jordan
Saira Khan-Torres
DENNIS WALTER CASEY
Alma Sehovic
BELLA DAVID
Emmanuel Caldwell
MICHAEL MONTEVERDE
Ying Zhang
REUDEL DIAZ
SYED NURUL HAQUE
AKRAM S ALABBASSI
JOSEPH JOHN MESSINA
AGUSTIN ACOSTA
ANTHONY NICOLETTA
Jerry Luis Collado
BIBI ZORINA RAZACK
DOUGLAS EDWARD MOLLIN
Damien Lucadamo
RACHELLE ANTOINETTE JOHNSON
FABRIZIO BLYTH GLICK
WENYU ZHANG
JASON CHRISTOPHER LARKINS

Within 25 miles of S Richmond Hill, NY, Best Investors lists 3,309 registered investment advisory firms with 5,530 offices nearby, managing about $59.7T in combined regulatory AUM across 4,718,096 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 S 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