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Best financial advisors in South Ozone Park, NY

Registered advisers within 25 miles of South Ozone Park, NY.

Offices
5,453
Firms
3,254
Combined AUM
$59.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,999 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
GT INVESTMENT MANAGEMENT, LLC
OSAIC WEALTH, INC.
TD PRIVATE CLIENT WEALTH LLC
EAGLE TAX PLANNING & ADVISORY GROUP.LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

EDWARD MARRON ISAAC
PAMELA AURELIEN
MICHAEL FRANCIS BRUNO
RAVI ADIMOOLAM
SARBJIT KAUR
Julian D. Naiken
OFER ALBAZ
RAMNARINE RAMDHANI
Katelyn Henderson Gallanty
DEANNA MARIE BLANDINO
OMOR ELAHI
RAJENDRA PRASHAD
PETER BOURNIAS
ENRI SOSUNOV
Imran K Faizi
RAMESH CHANDRASHEKHAR RAMDATT
Alexander Christian Vanegas
Robert Tudda
ANTHONY SEBASTIAN MOSSA
HEMCHAND SEGOBIND
WESLEY CAMPBELL BARROW
VALERIE MARIE MITCHELL
Caedia Fraser
Mohsin Ali

Within 25 miles of South Ozone Park, NY, Best Investors lists 3,254 registered investment advisory firms with 5,453 offices nearby, managing about $59.6T in combined regulatory AUM across 4,717,999 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 South Ozone Park

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