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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
PFS INVESTMENTS INC.
NEW STATE CAPITAL PARTNERS
EREZ ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
RONALD A. BARTLETT & ASSOCIATES, LTD

Investors

Jennie Wright
SCOTT POLLACK
Ghedalia Adam Gold Pastor
Rahzel Brown
FERNANDO FUENTES
Miguel Colon
KARINA ANGELLY CALDERON
THOMAS GERARD JOHNSON
JAIME ANAYA
Daniel Molluzzo
Luis M. Jimenez
LEO THOMAS KEHOE
QIAOLING CHEN
Elaine DeLancer
TONI CLARK
RONALD FREDERICK SCHMITT
MICHAEL PAK
Moises Rafael Saladin
EVELYN E ANZULES
RAFAEL M MEDINA
JUAN A RODRIGUEZ
RONALD ANTHONY BARTLETT

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