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Best financial advisors in South Richmond Hill, NY

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

Offices
5,531
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

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

Investors

RAVI ADIMOOLAM
SARBJIT KAUR
RAMNARINE RAMDHANI
Julian D. Naiken
OFER ALBAZ
RAJENDRA PRASHAD
MICHAEL FRANCIS BRUNO
PHILIP GEORGE
ANKUR CHAWLA
JENNIFER LENORE CHASE
KIEL JAMES
ROBERT LOBO
EDWARD MARRON ISAAC
PAMELA AURELIEN
VALERIE MARIE MITCHELL
Joshua D lano Wallace
OMOR ELAHI
Caedia Fraser
Raysel Rojas
gianfranco steven saboya
HEMCHAND SEGOBIND
WESLEY CAMPBELL BARROW
ANTHONY SEBASTIAN MOSSA
C Risque Michael Downes
Gary Anderson

Within 25 miles of South Richmond Hill, NY, Best Investors lists 3,309 registered investment advisory firms with 5,531 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 South 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