Best Investors Account Sign in

Best financial advisors in Washington Bridge, NY

Registered advisers within 25 miles of Washington Bridge, NY.

Offices
6,349
Firms
3,723
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,723,181 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WORLD STEEL DYNAMICS
STEWARDS ASSET MANAGEMENT
MALVERN RIDGE WEALTH MANAGEMENT

Investors

Irene Tagarelli
JAMES TINDALL
MIGUEL ESTEBAN FERNANDEZ
JOHN BAEK
KEVIN YOOSUK KIM
ROBERT FIGUEROA
SAMUEL SOKCHOO CHOI
Arnaldo Martinez
Jorge Aguilar
RICHARD JOHN KOLL
JUAN CARLOS ROSARIO
JUNG M KIM
MICHAEL I HEPNER
AMBROSE KAI CHUNG CHAN
JACQUELINE CHAN
JOSHUA CHARLES GONZALEZ
SEUNG-CHUL KANG
LINJING YANG
Yeon Ju Lee
PAUL EDWARD PAHLCK
MEEN HO RHU
JUAN HUMBERTO ROSARIO
DEVIN SORIANO
KARLIS MODRIS KIRSIS
PETER FERRIS MARCUS
WOONGKEE MIN
STEPHANIE HORTENCIA ROSA SANTOS
Elaine DeLancer
DAVID G FRAZIER

Within 25 miles of Washington Bridge, NY, Best Investors lists 3,723 registered investment advisory firms with 6,349 offices nearby, managing about $61.7T in combined regulatory AUM across 4,723,181 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 Washington Bridge

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