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Best financial advisors in Wall Street, NY

Registered advisers within 25 miles of Wall Street, NY.

Offices
5,839
Firms
3,330
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,718,219 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
FOXPATH CAPITAL PARTNERS LP
GARNET CREDIT MANAGEMENT LLC
MKP CAPITAL MANAGEMENT, L.L.C.
JLC INFRASTRUCTURE
GCP CAPITAL PARTNERS LLC
FALCONPOINT CAPITAL PARTNERS LLC
SP CAPITAL PARTNERS, LLC
PRELUDE CAPITAL MANAGEMENT, LLC
SHUFRO, ROSE & CO., LLC
ACME CREDIT PARTNERS
NEXPHASE CAPITAL, LP
GENERAL INNOVATION CAPITAL, LLC
AETOS ALTERNATIVES MANAGEMENT

Investors

LAURA MICHELLE PECHFELDER
KURT EDWARD REIMAN
JASON DRAHO
Nicole Marie Krieger Schubert
JOHN P COLLURA
Andrew Lee Dubinsky
STEPHEN PIELA
John Martin Murtagh
Daniel Richard Kessler
Ulrike Hoffmann-Burchardi
Brian Thomas Murphy
Bhavesh Sangem
CHRISTOPHER JOHN SETTEN
SANGEETA B. MARFATIA
BARRY CHRISTOPHER MCALINDEN
JERRY PASCUCCI
DAVID SETH LEFKOWITZ
ANDREW KA-WING LEE
STEPHEN ELLMS DARBY
Brian Binkley
DARYL ROBERT DEWBREY
DONALD MCLAUCHLAN
CHRISTINE CHUN
Jennifer Salmon
DANIEL D COHEN
Daniel Jonathan Scansaroli
JARRETT KEITH STRICKLAND
JUSTIN BURNET WARING
JEFFREY SCOTT LEFORGE
Jeffrey Blair Harwood
Chad Tanioka
SETON Theresa MCFARLAND
Matthew Joseph Tormey
Robin Lam
Tiffany Ashley Agard
Henry Simons
Scott Adrian Malone
Xingchen Yu
Alexandra Dianne Kohnert
Shrinivas Chellappa
Preston Butler
Ian James Spencer
JAMES LANE DOBSON
KEVIN DENNEAN
CHRISTOPHER CARL ANDERSEN
MITCHELL JAMES ROSS
KRISTEN GRIFFIN
Nicole T Jenkins
TU NGUYEN
Nathaniel Robert Gabriel
MARK VANDERBURG
Clea Elisabeth Loci
Jessica Jingting Lin
Catherine Miller Conway
JONATHAN NEIL WOLOSHIN
CHRISTOPHER R ROBERT BRYAN
ANDREA DIGIOIA ROTHBERG
PATRICK A KELLY
ROBERT HENRY PRION
Glen Michael McDermott
LESLIE A FALCONIO
KIMBERLYANN HIGGINS
JOSE M RODRIGUEZ RODRIGUEZ
Abraham Alan Azar
BRYAN OSMAR CONTRERAS
Litzy Altagracia Pena
Sean Mohan
Nicolas Anthony Santangelo
CHARLOTTE BESS HELMIG
Marian Ying Chen
Michael Christian OBrien
Steven Francis Marino
Joseph Frederick Albrecht
Sophia Marguerite Flynn
KELLIE P BRADY
ALEXANDER S FRIDELL
Michael Taylor
Zexing Gao
Jake Andrew Woloshin
GARY Richard BURGGRAF
Allison Neumann
Jake Franz Deutsch
Maria Alexandra Papapetropoulou
RICHARD GRANT DECICCO
CHARLIE KIM
Samantha R Rusoff
CHRISTOPHER CHARLES AMO
Stephen MICHAEL Kincade
BRENT BARNHART
Max Samuel Hoffman
John Vincent Vazquez
Nolan M Rogow
Jake Anthony Zisa
Michael Christopher Giacone
MICHAEL ANTHONY GIACONE
CHRISTOPHER J METTER
Alexis Rose ROSE Williams
Jake Marsico
JOHN P. O'LEARY
ANTHONY DEPALMA
THOMAS ASHBY BADGER
GABRIELLE A OLEARY
DOUGLAS RICH
VICTORIA LYNN GOTTLIEB
Sudip Mukherjee
RICARDO ALBERTO GONZALEZ
Brian Hans
Yoolim Kaminsky
Steven Jeffrey Glass
JOHN MARINUS CONTANT
Gregory David Shufro
Anthony Trevor Santoloci
GERSON ROBERT OSSERS
Aimee Adler
barbara puklin silverman
Garrett Lawton Cole
HARVEY WACHT
STEPHEN DAVID LEIT

Within 25 miles of Wall Street, NY, Best Investors lists 3,330 registered investment advisory firms with 5,839 offices nearby, managing about $59.7T in combined regulatory AUM across 4,718,219 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 Wall Street

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