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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

CITIGROUP GLOBAL MARKETS INC.
PERENNIAL
CASDIN CAPITAL, LLC
GCI PARTNERS, LLC
SHIKIAR ASSET MANAGEMENT INC
AC INVESTMENT MANAGEMENT LLC
4X4 CAPITAL
BRIARWOOD CHASE MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NWI MANAGEMENT LP
SOUTH STREET ADVISORS, LLC
ELEMENTS HEALTH INVESTORS MANAGEMENT, LP
BRIGHTSTAR CAPITAL PARTNERS
DAVENTRY GROUP LP
ZBS PARTNERS, LLC
UAS ASSET MANAGEMENT
AUDACITY VENTURE MANAGEMENT, LLC
LINCOLN INVESTMENT
EQUITABLE INVESTMENT MANAGEMENT, LLC
EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC

Investors

JIMMY LAZOS
KEVIN GEORGE KOCH
NICHOLAS EDWARD CARON
Frances Jung
Maxwell Emerson Levi
CHRIS JOSEPH HEINTZ
SCOTT FABRIKANT STRASSER
SHYAMLI MILAM
SAMUEL MAX SHIKIAR
LOCKWOOD TALMAGE SLOAN
PATRICIA STRATHEARN
SAMUEL ACKLER CHAPIN
VINCENT DESIMONE
ANDREW BENNETT
MICHAEL LEE ERNST
KELLY-ANN LAZARE
STEPHEN BATES OWEN
THOMAS CARHART
CYRUS Morteza MOSSAVAR-RAHMANI
Darius H Mossavar-Rahmani
Henry Emmet Murphy Beck
BAHMAN MOSSAVARRAHMANI
ALI GERANMAYEH
SIDNEY WALT KAUFMAN

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