Best financial advisors in Woodside, NY

Registered advisers within 25 miles of Woodside, NY.

Offices

6,102

Firms

3,572

Combined AUM

$60.7T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,720,061 clients when Item 5C has a number

Avg / client

$12.9M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

59-26 WOODSIDE AVENUE
WOODSIDE, NY 11377

LPL FINANCIAL LLC

60-20 WOODSIDE AVE
WOODSIDE, NY 11377

CETERA INVESTMENT ADVISERS LLC

52-30 39TH DRIVE SUITE 11 A
WOODSIDE, NY 11377

ERIC KRONE ASSOCIATES, INC.

52-35 39TH AVE
SUNNYSIDE, NY 11104

STATE FARM INVESTMENT MANAGEMENT CORP.

4906 Queens Blvd
Woodside, NY 11377

EDWARD JONES

47-01 Queens Blvd Suite 208
Sunnyside, NY 11104

J.P. MORGAN SECURITIES LLC

46-10 QUEENS BLVD.
SUNNYSIDE, NY 11104

COMPOUND PLANNING, INC.

35-05 72nd Street
Jackson Heights, NY 11372

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

4526 GREENPOINT AVE
QUEENS, NY 11104

J.P. MORGAN SECURITIES LLC

37-67 75TH STREET
JACKSON HEIGHTS, NY 11372

J.P. MORGAN SECURITIES LLC

79-06 BROADWAY
ELMHURST, NY 11373

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3741 82ND ST
JACKSON HEIGHTS, NY 11372

CITIGROUP GLOBAL MARKETS INC.

Citi Wealth Management, Sales 38-18 Queens Boulevard, B
Long Island City, NY 11101

J.P. MORGAN SECURITIES LLC

37-15 82ND STREET
JACKSON HEIGHTS, NY 11372

LPL FINANCIAL LLC

82-11 37TH AVE.
JACKSON HEIGHTS, NY 11372

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3181 STEINWAY ST
ASTORIA, NY 11103

J.P. MORGAN SECURITIES LLC

77-01 31ST AVE
EAST ELMHURST, NY 11370

J.P. MORGAN SECURITIES LLC

38-18 BROADWAY
ASTORIA, NY 11103

OSAIC INSTITUTIONS, INC.

30-98C Steinway Street
Astoria, NY 11103

MERIT FINANCIAL PARTNERS LLC

69-64 GRAND AVENUE
MASPETH, NY 11378

Firms

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

ERIC KRONE ASSOCIATES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

COMPOUND PLANNING, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

OSAIC INSTITUTIONS, INC.

MERIT FINANCIAL PARTNERS LLC

Investors

STACYANN G STALLINGS

ANTHONY NICOLETTA

GABRIEL JOSIAS BARRANTES

EDDIE JOSEPH VISCOVICH

VICTOR MANUEL LOPEZ

Vincent Charles Renda

Benjamin P Williams

Shubhra Murarka

JENNIFER STORCK

Alexandru Cojocaru

OLUWOLE ADEYEMI

HANS-CHRISTIAN WINKLER

CHRISTIAN CONTRERAS

Scott Douglas Samuels

Evan J Steinlauf

ALAINA SPILKEVITZ

ROBERT VINCENT MIRAGLIA

MICHAEL MONTEVERDE

MICHAEL ANTHONY GENDUSO

JASON YIHUI LIN

BETH ADRIENNE ROTHSTEIN

DOUGLAS OMAR RAMIREZ

JEFFREY FRANK DAMASCO

JEFFREY DOUGLAS LANG

JEFFREY SCOTT KRAMER

ANDRANIK HAYOTSYAN

catherine gonzalez

Fredy Jose De Jesus

LUIS RAMOND RODRIGUEZ

Giuseppe Faro Leone

RICHARD MICHAEL TERRY

ELIZABETH MCKEE COX

JOSEPH ANTHONY MANNO

Edward Esposito

Within 25 miles of Woodside, NY, Best Investors lists 3,572 registered investment advisory firms with 6,102 offices nearby, managing about $60.7T in combined regulatory AUM across 4,720,061 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 Woodside

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