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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

TETRAGON PARTNERS L.P.
MORGAN STANLEY
CITIGROUP GLOBAL MARKETS INC.
CAPITAL CLIENT GROUP, INC.
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
ONE INVESTMENT MANAGEMENT US LLC
ARKAY VENTURES
HS MANAGEMENT PARTNERS, LLC
GREENLAND CAPITAL MANAGEMENT LP
NORTHERN TRUST INVESTMENTS, INCORPORATED
GREENSLEDGE ADVISORS LLC
COMMUNITAS CAPITAL PARTNERS, LLC
E. MAGNUS OPPENHEIM & CO. INC.
ECC FUND MANAGER II, LLC
LARCH LANE PARTNERS LLC

Investors

VICTOR TSUTSUMI
IRIS YUDERKA GOMEZ
SUZANNE ELLEN LENGYEL
GRACE MARIA TORRE-FERNANDEZ
ALDI TAFANI
MARCELO TAKIEDDINE
Alexander PINGOL Tuason
KIN PAN TUNG
ALEKSANDR GUZENFELD
GIANNA PALAZZO
EVELYN GARCIA
RACHEL ALOHALANI YADAO
CHRISTIAN N ARRIZ
SUGEIN VASQUEZ
GABRIEL S LEE
LEO BIAGINI
LEONARDO Y. HAN
JUAN ETINGER
ROSELIN ESPINAL
Cherif Souleymane Aidara
YUJI FUJII
MICHAEL JOSEPH KANE
CARLINA E RIOS
JAMES JANECZEK
CRAIG CHAMPAGNIE
DANIEL E SHARKEY
MAURICIO ROJAS
EDMUND A DEBLER
MARIANA A MAIA
JAYMES S CHOY
OLGA E LOPEZ
JASON S BAUMAN
JOSHUA DANIEL MALKIN
KAREN RICARDO
JOSE RAMON GUTIERREZ
TARA C WALSH
CATHERINE SARAH FAWLS
ENGELS N MENDEZ
ANNE F LASARACINO
Scott Martin Lalli
OLIVER ELLSWORTH KELLEY
WALTER S RIOS DE FRANCO
Domenico Timpani
Mackenzie Auchincloss Cunningham
Sara Dorlin Christoph
James Dalton Coleman
John C Hummel
Donald R Dugan
Jake D Schaechter
Gabriella Poupel
Melissa Khasbagan
ANA SOFIA VIEJO BARRAGAN
Jason I Novak
Adam Meliani
Domingo Pucci Diaz
Samantha MacMullen
Charles Fasano
Lechen Zhang
Andrea Carolina Moran Zerna
GUILLERMO N FALKINHOFF GIPS
PAYTON LABADIE
Oliver Orman
Chiara Vieira Gomes Muncher
Owen F Husselbeck
Brandon Rothman
Lucas Crespo de Godoy Bueno
Bhagirath Tanna
Amanda Alicka
Chandler Ryder Jones
BARBARA ANNE FOX
CHERYL ANN N. BEEKIE
Maria Ana Perales
FREDERICK XAVIER PAZMINO
HORACE MCDONALD BARKER
RAYMOND BURNS
JOSEPH DAVID CATALANO
RALPH CRAIG BARNES
PHILIP H ARONOFF
MARY AGNES PAN
ROBERT FRANCIS SCHNELL
ROXANN GERALDINE ROMANO
ALEXANDER DULFRESNE KRAMER
MARK I MILLER
PHILLIP W SHERRY
JOCELYN SANTOS
MARK BEREZ
CAROLYN L COLLINS
RANDA EL-SAYED HAFFAR
DAVID ISRAEL SZULANSKI
MELISSA SABRINA CHEONG
MARK H LEWIS
ILAN COHEN
BLANCA GONZALEZ-CHOUZA
KRISHNAN RAMACHANDRAN
MARCO ANTONIO SOARES LOCKMANN
MICHAEL SAIDI
Michael Kitlinski
WALDIR NAJAR MAHANA
JORGE PABLO HERMOSO
JONATHAN WARREN BURKAN
TERESA RODRIGUEZ
George Augustine Jenckes
ERIKA YADIRA MIDENCE
DAVID KNAFO
Gabriel Torrens
CHRISTOPHER ANDREW MESTL
Gregory L Williams
ANDREW SEBASTIAN THOMAS
JAMES ANDREAS WILEY-FROHMADER
Bryan H Gibson
HERBERT K SMITH
SAMUEL HOMER POLK
MARIA ELENA PAOLICELLI
Kevin James Brodbeck
EDWINA E. ANNICELLI
CLAUDIO URBINA DUBOY
THOMAS E MOORE
JORDAN B EISENBERG
CONNER MCGEE
KEVIN R CARROLL
CRISTOBAL COLON
JOSHUA ALAN GLAZER
SCOTT I STEINBERG
ROBERTO REDONDO
JASON MATTHEW FRIEDMAN
SAMUEL CARY BUXTON
RODRIGO ARTIGAS ABUCHAM
MAGDALENE ELIZABETH ROWAN
SOFIA MICHELLE WARD
LEONARDO M. VERGARA
MICHAEL LAWRENCE SCHWARTZ
EUGENIE OSIPOVA
ALVARO VINCENT RAMIREZ
Ornella M Confessore
JOCELYN POON
CHASE R ALTNEU
JEFF SHI
KERRY E KARANGELEN
Cecilia Sienra
RODRIGO MORALES VILLARREAL
TAIS INES ORO
CINDY FONG
FERNANDO A VILLARREAL
RODRIGO BRANDT SCHADECK
DAN BELLO
Silene Barnes
WEN HUI WANG
SEGUNDO M TASCON
CRAIG I SHAPIRO
LARRY DEAN RHEA
JONATHAN PETERSON
WILLIAM BERNHARDT ALLGEIER
GABRIELA SARDI
PATRICK MATTHEW BIGGS
DANIEL EHRLICH
Anna Raginskaya
COLIN PATRICK BRADY
JEANNE A CRINNION
MARK J GIORDANO
Thiago Da Silva Finoti
KEVIN MICHAEL CANNING
JACQUELINE M LANE
DANIELA VIZCAINO
RYAN G CHANG
DIMITRI DROUILLARD
YADIRA SANCHEZ
ALESSANDRO IDEAL ZANELLI
OLIVIA TAYLOR COHEN
BRADLEY DAVID LIDGARD
PHILIP GORDON
Carolina L Silva
ARMANDO ESTUA BELAUNZARAN
CASSIO P DOMINGUES NETO
Nicholas Todd Nappi
DIANA F MALAK
FRANKKI Ann MOSKAL
Andrew Raz
SOPHIE JACOBS KLEPNER
JACK D WILSON
Ara Rose Talkov
CHRIS VON TURK
MARCO BORNIA
VICTORIA BERGMAN
FABIOLA Alejandra ACOSTA
Elizabeth Marshall George
ALYSSA N D'ANTONA
John J Patrina
CHARLOTTE O MOORE
Emma G Cohen
Jakob Robert Slavin
Edward Winghong Yu
ALEXANDRA Katherine DIEZ
TONG JI
Ana Laura C Dias
Kiara S Romotzki
Julian Greco
Nicholas Regen
Christopher Stephen Devlin
Paranj Patel
Mary Beers Conrad
Seth Bronheim
JOHN R WILSON
Joseph Crowley
Nicholas A Kennedy
Adam M Goldstein
Patrick F Penfield
Matthew Han
Bruno Miari Cunha
Robert Mitchell
STEPHEN MARIO ANZALONE
Christopher V Lamberto
KENDALL VAN WINKLE
WENWEN JIANG
Evelyn P Rearden
Martin Anthony Berishaj
Manuel Zuniga
ChenXin Xu
Andrea Claudia Aranda
Isabelle Sabrina Ramseyer
Kayla Yelensky
Dylan Treanor
Troy L Straus
Luciana Y Carmelino
MARTIN ROSENGARTEN
JONATHAN DREW SCHAECHTER
KAREN MICHELLE REID
Richard Hans Stahmer
MARK JOSEPH MCCOOEY
JULIAN IRAGORRI
EDNA AWILDA IRIZARRY
JOSE VILLAMIL
Melissa Ruttner
MARIO LUIS BARO
ANGELA MELLO DE MELLO KEESEE
ALESSANDRO SPINETTA
JACK P LIU
Maura T Coolican
JAMES LASZLO POLYAK
DANIEL CHARLES EVANS
MICHAEL SIMONDS
NIKKI R STEVENS
MICHAEL A SILVER
Kathleen Jane Prainito
AMY DALY
JOHN LAURENCE TROISI
ADAM JAY DARROW
ROSAMOND M O'CONNOR
CARMEN BEATRIZ TORRUELLA
LORNE STEVEN KELLER
XIMENA SHANNON
ANDREA SEQUEIRA CZARNIAK
PATRICIA SCHALLMAN GLASS
ROUBY BECHARA SOURATY
JILL D SCHILDKRAUT-KATZ
PAUL COMAS
DANIEL JOSEPH DESMOND
YUNJIN LEE
BYUNG S LEE
JEAN CARLOS BLANCO
CHRISTIAN ANTONIO CARRERA
MICHAEL CHRISTOPHER SCOTTO
MERIC NANDRA
MICHELLE SOUSA BLAUTH
LORENA ROTALDE GARRIDO LECCA
MERY P RADA
ALEXEI RODRIGUEZ ZINEVICH
Keith McGuire
Juarez Lauth Gualberto
BRIAN ANDREW TOBIN
NOAH MATTHEW ENNIS
EFREN A SAMANO GOMEZ
JONATHAN TELLEZ FREER
COLLEEN ROSEANNE CROWLEY
JERONIMO EDUARDO DEL VILLAR
ALAN WILLIAM KLIPPER
ALEXANDER JAMES FRUCHTMAN
Benjamin Gu
Jason Wang
JAMES TAN
GILLIAN PETERS
MATTHEW REINHART
Alice Hannah Ryu
Felipe Fernandez
GERARDO JOSE SERRA
FRANCESCO BALDUCCI SERNAGLIA
DAVID ANDREW NOVECK
Stephen Christopher Gadze
Jonas Majauskas
CHELSEA BERNSTEIN
SANTIAGO RAFAEL HERNANDEZ GARCIA
STEVEN GUZMAN
JOSEPH ANTHONY ENNIS
Paul Rosario
Diego E Gutierrez
James Franklin Yonally
REID ZACHARY MOONEY
EDUARDO M ALCALDE MARTIN
Han Bao
Andrew Peerboom
Kaitlyn R Davis
Alexandre W Chan
Emily M Louie
Haneul Jang
Chao Wang
Matthew J Shupack
KARINA FAIST
Adam S Feldstein
Stephen C Crowley
Liping Tan
David Jesus Olivo Jimenez
Morgan C Walling
DAVID MATTHEW STEADLY
SANDRA STEIN
JAMES GERARD MESTL
JULIE SUSAN CRYSTAL
MARY BETH SULLIVAN
SUSAN LYNN KINGSOLVER
JOHN BERNARD COYNE
DIANE BACCASH-FRUCHTMAN
ROBERT MICHAEL WALTERS
VICTOR SHEDLIN
M. ROBIN KRASNY
MICHAEL JAY FRUCHTMAN
ELLEN CARDOZO SONSINO
ANTHONY PAUL CATALANO
WARREN LOUIS TEICH
RAUL ALBERTO DELAGUARDIA
JOHN ANTHONY WALLA
MARK KIMBEL FARLEY
DOMITILIA MARIA DOS SANTOS
JUDY MARION THEN
GRACE Y KING
FRANK JOSEPH LAEZZA
MICHAEL JAY SCOTTO
MICHAEL JAMES A DARLING
ALEXANDRA LAUREN CHAU
DECLAN P TREANOR
JOHN MASON COYNE
ALLY Marie MORGAN
Robert I Smithline
Ronia D Dolabany
KENNETH WILLIAM HENRY
JUAN CARLOS CARRERA
Samir Ahmad
Hilary Goldsmith
Hana Gabrielle Keith
ERNEST MASON HOWELL
GARY JAY BRONHEIM
EDWARD ALBERT GLENN
ALLEN JAY LIEBB
Sebastian G Torrens
Sofia Gancedo
PETER OROURKE
Brandon A Teich
LAURA SAVER
Fabio Gabbay Concesi
Susan Kim
John P Penney
JOHN SCOTT MCCOY
Milla Vieira Maia
Macallister S Ballaine
ALISHA SHEIKH
Joseph Pisano
Alex Brendan Raginsky
Michael Sweeney
CHRISTINE MARIE PAPA
Mila Ivanova Yankova
JACOB MASON FONDRK
Steven John Rainero
SHIRLEY ECKLUND
ROBERT STEPHEN FORSHEE
TATYANA ZOLOTAREVSKY
John Joseph Metelski
KYLE STEVENS WEBB
MICHAEL EDWARD POLLGREEN
JEB MARKLY BENT
TIMOTHY SIMON WEI
George Joseph Wolf
Cameron Joseph Hennen
MARIA KARAHALIS
MARC ELIOT NABI
EMILY ROSE LIAO
William Joseph Hughes
DAVID HOGAN BRADIN
JAMES RICHARD RAKER
TIMOTHY JOHN MURPHY
Bhavika Acharya Beniwal
Jaimie Christina Miller
Massimo Bufalini
Kristen Hill
James McAteer
Jessica Anne German
Keith Thomas Brennan
Nikita Rajeev Mutalik
Emilija Gaubaite
Maria Fernanda Ferreras
Siobhan Kirby Morse
Charles Schroeder Boardman
Caroline Margaret Truchan
Julia Leahy Milbury
Nicole Santaroni
VICTOR OCHANEY
DELLY SUAZO
Nelson M. Frias
ENRIQUE FORERO
Peter C Canale
DANIEL NAVA
HARRY WILLIAM SEGALAS
ROBERT GUY GEBHART
BRIAN MICHAEL FINNEGAN
KENNETH H LASSNER
Peter Zabiegala
ROBERT STEPHEN EATON
Isabel Machlin
LANCE DOUGLAS VEGNA
Salma Abdulla

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