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Best financial advisors in Whitestone, NY

Registered advisers within 25 miles of Whitestone, NY.

Offices
6,147
Firms
3,665
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,186 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WEALTHLET
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
RONALD A. BARTLETT & ASSOCIATES, LTD
OSAIC WEALTH, INC.
HHL WEALTH ADVISORS INC.
TRANSGLOBAL ADVISORY, LLC
PARK AVENUE SECURITIES LLC
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC

Investors

STANLEY YEE
SALMA BEGUM
Vincent Lin
Benvenuto Anthony DeRosa
Juan B De La Cruz
Ian Ratner
Stephen Zheng
LEO THOMAS KEHOE
QIAOLING CHEN
Jorge Luis Gonzalez
Yunghua Michael Ma
Charles A. Gutierrez
FANG-YU LIN
RONALD ANTHONY BARTLETT
Zhan Wu
JAMES KIM
Keunmi Choi
AHJI KO
TIMOTHY PETER HARDING
Congzhu Yang
CHENG LUO
Bin Huang
Johnny Man
QIANSHEN ZHOU
Zhenyu Liu
WING CHUNG YIP
ZACHARY FU
QIAN LI
ANDREA GAETANO AVITABILE
Theodore Katelas
ABEL MARK JOSEPH
TONY SHEK YIN WONG
THOMAS MARCO AVITABILE
Xiaolan Kruk
Helena Jiaxuan Lee
MINHUA CHEN
MINDE LU
RAYMOND MING LEE
YANG LIU
CAROLINA NG
WAYNE TANG
CHARLIE YEUNG
RUI SU
JASON YIHUI LIN
ZHUOJIE LIU
Ran Hu

Within 25 miles of Whitestone, NY, Best Investors lists 3,665 registered investment advisory firms with 6,147 offices nearby, managing about $61.5T in combined regulatory AUM across 4,721,186 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 Whitestone

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