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Best financial advisors in Staten Island, NY

Registered advisers within 25 miles of Staten Island, NY.

Offices
5,760
Firms
3,290
Combined AUM
$59.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,716 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ADVISORY SOLUTIONS
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
LEO WEALTH MANAGEMENT, LLC
PUREVEST
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC

Investors

BENJAMIN A CARBONELLA
SOLOMON CHEMO
Cornelius Joseph O'Reilly
WILLIAM ANTHONY DIODATO
DANIEL WHITING BUCKLEY
JOHN ROSS
JOHN JOSEPH FRASER
CHRISTINE MARIE RELYEA
HAROLD C EYLWARD
FRED MICHAEL LAMARCA
JAIMIE M BLACKMAN
CHRISTOPHER ROBERT RUBANO
JAMES R LAPIEDRA
GREG PAUL D'ESPOSITO
DOMINIC GEORGE TOBACCO
GARY CAPALDO
MATTHEW FRANCIS CARBONE
ANTHONY MICHAEL FAUCI
Sebastian Pepe
Cameron Donald Ginsberg
Erik Scott Friedman
Matthew Alberico
Peter Levine
HEIDI L TIONG
QIAOPING REN
YONG CHEN
EDWIN BUENO
PETER NICHOLAS GETSCHMANN
James C. Leo
JASON M GITTER
STEVEN MATTHEW GITTER
Scott Jason Hechler
Oscar Luis Manrique
ROBERT ALFRED COSENTINO
JiaBao Ye
Diego F Jimenez
MAN SO
Mei Ang Zheng
DANIEL ROCCO MASIELLO
PHILIP PAT ANDRIOLA
MICHAEL OTTO MARRACELLO
DANIEL R MASIELLO
THOMAS VINCENT NICOLOSI
ROBERT CARL BOUZA
JOHN R CULTRERA

Within 25 miles of Staten Island, NY, Best Investors lists 3,290 registered investment advisory firms with 5,760 offices nearby, managing about $59.6T in combined regulatory AUM across 4,720,716 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 Staten Island

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