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Best financial advisors in WHITEPLAINS, NY

Registered advisers within 25 miles of WHITEPLAINS, NY.

Offices
2
Firms
2
Combined AUM
$445B
Firm-wide filings, not assets booked only here
Clients
407K
407,036 clients when Item 5C has a number
Avg / client
$1.09M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.

Investors

Stephon Watson
Richard C. Schmidt
MERVYN STEPHEN BOONE JR
JULIAN O. ROCK
DEREK RODRIGUEZ

Within 25 miles of WHITEPLAINS, NY, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $445B in combined regulatory AUM across 407,036 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 WHITEPLAINS

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 2 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM