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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

CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
JST CAPITAL ADVISORS, LLC
SKYVIEW SV2 MANAGEMENT, LLC
MUNICIPAL ASSET MANAGEMENT INC
EAGLE STRATEGIES LLC
GALLATIN POINT CAPITAL LLC
37SPRUCE INVESTMENT PARTNERS, LLC
SCIENCE & TECHNOLOGY PARTNERS, L.P.
WHEELOCK STREET CAPITAL LLC
BRIGHTON PARK CAPITAL
WELLS FARGO CLEARING SERVICES, LLC

Investors

CAROL DAHL
Tyler Aaron Konigsberg
CHRISTOPHER JOSEPH PASSARELLI
ISAAC BITTON
Sammy Williams
Samantha Dohman
Ronney Rozario
CRAIG LAWRENCE STROW
AMRIK SINGH
Juan M. Garcia
Alexander Joseph Gallego
ALEX IVAN GALLEGO
ISAIAH JOHN
MICHAEL JOHN GIANDOLFO
PETER DAVID DUBIN
Peter C Schimmel
BRANDON ALEXANDER GREENE
ALAN D WINTER
Vivian Pan Dean
David Montaquiza
MARCY ANNETTE MASHIOFF
CHAIM DAVID NEUMAN
CHRISTOPHER ALAN SELKE
KEVIN NEAL KEEFE
MACKENSON NOTUS

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