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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

HARDMAN JOHNSTON GLOBAL ADVISORS LLC
HEALTHCARE ROYALTY MANAGEMENT, LLC
BROADVIEW REAL ESTATE PARTNERS, LLC
CHAPFORD CAPITAL GROUP
CHARLES SCHWAB & CO., INC.
PIER CAPITAL, LLC
GREYLOCK CAPITAL MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
QUARVE ASSOCIATES, LLC
PRIME CAPITAL FINANCIAL
GREEN ROCK ENERGY PARTNERS LLC
NEWMAN, NICHOLAS DRAKE
BROOKSIDE EQUITY PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JAMES GERARD PONTONE
KATHARINE STEFFENS
Dominic N Mattei
James Goetz
Kevin Edward Colosimo
SCOTT BRENDON SCHWENDINGER
GERALD J SANTORO
Marlon Varsace
Eric M. Rwiliriza
KILEY DEAN SCHMIT
Timothy John Ressler
Lecia Lynn Lupoli
Howard Keung Mak
Jon B Rosenblatt
JAMES W. RAYMOND
KEVIN STANLEY
Thomas Clark Williamson
Odysseus Rethis
HANS C OLRIK
Elise Michelle Derusha
Kyle Andrew Asmann
Matthew Billitti
Gregory William Matthews
KEVIN PAUL JUDGE
Mitchell Antin
RICHARD JOHNSTON
Christopher Aurel Manimbo
Thomas Maurice Fagan
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
FRANK G. WELCH
Richard Michael Parry
Guillermo Torres
PAUL ABRAMS
JOSEPH ZAREJKO

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