Best Investors Account Sign in

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

BETAWORKS VENTURES MANAGEMENT, LLC
TIPTREE ADVISORS, LLC
CRUX CAPITAL ADVISORS, LLC.
AXAR CAPITAL MANAGEMENT LP
BAKER BROTHERS INVESTMENTS
SPRINGCOAST CAPITAL PARTNERS, L.P.
TWIN POINT CAPITAL LLC
SOFI WEALTH LLC
SIDELINE GROUP
J.P. MORGAN SECURITIES LLC
STRIPES, LLC
RTW INVESTMENTS LP
RIVA RIDGE CAPITAL MANAGEMENT LP
WARANA CAPITAL, LLC
PLANETEER CAPITAL
25MADISON VENTURES MANAGEMENT COMPANY, LLC
UNION SQUARE VENTURES
25MADISON PROPEL FUND MANAGEMENT COMPANY
INSPIRED CAPITAL PARTNERS, LLC

Investors

Dominic Pizzuco
LARRY NOVOFASTOVSKY
Elizabeth Frances Thomas
Christopher Matthew Patzelt-Russo
JONATHAN CALDERON
Mark Francis

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