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Best financial advisors in White Plains, NY

Registered advisers within 25 miles of White Plains, NY.

Offices
5,628
Firms
3,539
Combined AUM
$54.5T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,707,069 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

WHIPPOORWILL ASSOCIATES INC
THE PORTFOLIO STRATEGY GROUP, LLC
HI2 INVESTMENT MANAGEMENT, LLC
LYONROSS CAPITAL MANAGEMENT, LLC
JADE MOUNTAIN PARTNERS, LLC
LSAF MANAGEMENT, LLC
YOSHIDA WEALTH MANAGEMENT, INC.
CJS SECURITIES IA, INC.
INVESCO ADVISERS, INC.
MARINER
PRIME CAPITAL FINANCIAL
NEWEDGE ADVISORS
VICUS CAPITAL, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
VALLEY FINANCIAL MANAGEMENT, INC.
EAGLE STRATEGIES LLC
MATRIX ASSET ADVISORS INC
EDELMAN FINANCIAL ENGINES

Investors

JACQUES ELIE BOUBLI
NARUMI YOSHIDA
ROBERT JAMES LABICK
JEFFREY R REEMER
CHRISTOPHER BRIAN SOSA
JOANNA LYNN CECILIA-FLEMING
ANDREW BUSCETTO
JOSEPH JONATHAN FEMIA
DIANA L DEFRATE
TUULA KATRIINA PAAVOLA
Scott Everett Test
Jeffrey Allan Blatt
JAMES PATRICK MARX
DIANNE CHARISSE CORSBIE
JEFFREY ZUZOLO
JOHN ALEXANDER GIANNI
ROHIT KUMAR MADAN
LON F BIRNHOLZ
STEVEN GEORGE ROUKIS
STEPHAN JAN WEINBERGER
DAVID ADAM KATZ
JORDAN FRASER POSNER
KEVIN JOSEPH MAGUIRE
VETON KABA

Within 25 miles of White Plains, NY, Best Investors lists 3,539 registered investment advisory firms with 5,628 offices nearby, managing about $54.5T in combined regulatory AUM across 4,707,069 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 White Plains

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 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM