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Best financial advisors in Shrub Oak, NY

Registered advisers within 25 miles of Shrub Oak, NY.

Offices
1,192
Firms
647
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,154,699 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

GREYLOCK CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
SPREE CAPITAL ADVISERS
QUARVE ASSOCIATES, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TIMM FINANCIAL SERVICES
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
CENTURY ADVISORY GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
BLUE ORCHID CAPITAL, LLC
JUDSON INVESTMENTS LLC
CLEARVIEW CAPITAL, L.P.
ARGA INVESTMENT MANAGEMENT, LP
VISION INVESTMENT ADVISORS, LLC
PRECISION ADVISORS, LLC
BCK CAPITAL MANAGEMENT LP

Investors

Basil Hussein
Christopher William Curcio
Rowan Beaudoin-Friede
DONALD MATTHEWS FREEMAN
CHARLES EDWARD DEAR
Luke Timm
Frederick William Timm
ANTHONY THOMAS BECKER
ALEXANDRIA MARIE BECKER
JOHN MICHAEL SUOZZO
JEROMY BARTON
COLLEEN MARIE GLAVIN-BEINER
DOMENICK C SAGLIMBENI
JOSEPH Nicholas RUSSELL
RUBEN E BAKHASH
JOSHUA F BAKHASH
MICHAEL GEORGE BOTWINICK
CRAIG JUDSON MCBETH
Chris R Del Bene
Christopher Simon Johnson
John Anthony Russo
AVULA RAMA KRISHNA
EMANUEL ANDRES ROMERO-VICINI
JOHN MICHAEL KARAFA
JUSTIN EVERETT BOSHNACK
ANA MARTINEZ
Luke David Berte
Andrew K Ribbens
HOWARD MARTIN ROTHMAN

Within 25 miles of Shrub Oak, NY, Best Investors lists 647 registered investment advisory firms with 1,192 offices nearby, managing about $18.9T in combined regulatory AUM across 3,154,699 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 Shrub Oak

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM