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Best financial advisors in Westchester, NY

Registered advisers within 25 miles of Westchester, NY.

Offices
6,346
Firms
3,742
Combined AUM
$61.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,722,828 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SEACREST INVESTMENT MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC
QUADPOINT PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC
FIRST AMERICAN ASSET ADVISORY, LLC
SCHULTZE ASSET MANAGEMENT, LP
MEYER HANDELMAN COMPANY LLC
RESOLUTION CAPITAL (US) LIMITED
HAWKS POINT CAPITAL PARTNERS LLC
OXLER PRIVATE WEALTH
CADENT ENERGY PARTNERS
BEACON FINANCIAL ADVISORS
CAMP EIGHT MANAGEMENT, INC.
NAVIS WEALTH ADVISORS LLC
BELLE HAVEN INVESTMENTS, L.P.
WESTCHESTER WEALTH ADVISORS, LLC
GARRISON PHILLIPS, LLC
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC

Investors

Colter L Hettich
Thomas J Mullooly
RONALD R LENIHAN
HOWARD ALAN SCHLOSS
JAMES DOUGLAS DICKEY
RUBEN CISNEROS
CARLOS GABRIEL MEJIA
Claudia Rivas
TONY SAEMAI
JASON LEE SEALE
WAYNE RAY WONG
HEATHER ANN HASTEY
CHRISTOPHER C NELSON
DANIEL CRAIG MOSKOW
DONALD WAYNE HUBBS
AMY LYNNE MCLANDRESS
JASON FERRIS JEUNG
ROBERT RAYMOND SAYLER
STEPHEN T TU
ERIK METVINER
RAYMOND ANTHONY PRUZINSKY
SUSAN BOCK
EDWARD MALACHY SULLIVAN
FRANCIS COOPER LAWRANCE
JACQUELINE PRUE
KENNETH METVINER
MICHAEL PATRICK DOWD
Orlando Rosario
JAMES EDWARD YARBROUGH
PAUL NORMAN STRAMBERG
alfred robert diloreto
RAYMOND ANTHONY SCHWABE
AALON ROSE
JEFFREY LEW
MICHAEL JOHN FINNAN
PAUL JOHN METZ
JESSICA MICHELLE DEMLER
MARTHA L RAGHUNAUTH
MASAHIRO ALBERTO YAMAZAKI
JONATHAN MARC NADLER
Connor Brett Abernathy
BENJAMIN DAVIS ROBINS
RONALD M ROBINS
Jason Auerbach
Nicholas J Scenna
DAVID BENJAMIN BRUCKMAN
PAUL FEGAN
DAVID Stanley PRICE
Letizia Flavia Carlisto
RYAN ADAM CIAVARELLI
DORA D LEE
Andres Falcon Gimenez
James Alan Lyman
JOSEPH MATTHEW DALTON
Summer G Weiss
MELISSA ANN CHAFFEE
MASON JAMES DURAND
SCOTT JOSEPH TALLMAN
Lincoln Henry James
Duwayne Omar Walker
Amanda Tronni
Cuong Luong
STANLEY BILL SATTLER
ROSS ERIC INGBER
MARK CHRISTIANA
Anthony Goncalves Nogueira
Brandon Rook
Richard Henry Holzinger
Thomas J Rossley
Jack Anthony Riina
MATTHEW SHERMAN THOMAS
JAMES GARRISON BOTTI
BETH LAURIE BLECKER
MATTHEW ADAM BLECKER
RICHARD M RUBENSTEIN
KEITH A SNYDER
RICHARD B SHERWIN
JORDAN LEE CERASO
GARY K BLUM
GERARD J TAVELLA
JOSEPH D BIEGEL
M JONATHAN JONATHAN ADLER
MATTHEW BRIAN SPERGEL
John P Penney
JOSH LAURENCE BECKER
GREGORY T GALEF
TERENCE G MCGLYNN
PETER JOHN HOLMES
ROBERT S FROST
ADAM J ROLEWICZ
SCOTT L KAPLAN
John A Joyce
JOHN K LANG
MICHAEL K DONOFRIO
CRAIG T SLAUGHTER
ANDREW S LEVEN
JEFFREY M NEECK
REINO TRUUMEES
MICHAEL J BLACKWELL
THOMAS E SHERMAN
ROBERT PHILLIP PRUETT
IVAN WATANABE
PATRICK RYAN O GARA
JOSEPH LONG
MATTHEW CHARLES BRADY
TREVOR MCNALLY
JEFFREY Michael STERN
THOMAS MICHAEL GARNER
Ross Matthew Beck
MICHAEL LEVINE
NICHOLAS LIAPUNOV
JOHN C ROSS
STEVEN MICHAEL WILSON
KENNETH ALAN HOROWITZ
RICHARD P ELLIOTT
MICHAEL STEVEN KLOTZ
ERIC LAUREA BANSON
JEFFREY JOSEPH GAMBUZZA
JOHN W RACHEL
JEFFREY B WERTHEIM
ERIC M BLOOM
DAVIN HENRY SESSA
GEORGE PAPANICOLAOU
RAYMOND O LEYDEN
JOHN J MARCEL
BARRY RICHARD CARRON
MARTIN NACHEMSON
SCOT EARL KARR
Hayden Jenkins
CHARLES M GONZALEZ
MATTHEW HART BURNELL
Brandi Shirell Rogers

Within 25 miles of Westchester, NY, Best Investors lists 3,742 registered investment advisory firms with 6,346 offices nearby, managing about $61.7T in combined regulatory AUM across 4,722,828 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 Westchester

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