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Best financial advisors in Yorktown Heights, NY

Registered advisers within 25 miles of Yorktown Heights, NY.

Offices
1,543
Firms
871
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,249,401 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAUL M WILLIAMS LLC
LPL FINANCIAL LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
CLARITY INVESTMENTS + PLANNING LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
PRIVATE ADVISOR GROUP, LLC
INTERSTATE FINANCIAL GROUP, INC.
EDWARD JONES

Investors

Pieter Daniel Loots
Paul Michael Williams
RUSSELL EVAN GLICKSTERN
PHILIP ERNST RICHTER
DAVID ROGER RABINAW
ANTONIA SEESINK CLEARWATERS
MATTHEW LAURENCE
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Michael Paul Montaldo
Allie Lehman
Matthew Aquino
Anthony Joseph Viviano
RICHARD COSSA
JOHN MADISON ROTH
Gary Marzotto
Michael Robert Ceccherelli
Edward Denis Quick
Andrew Redhead
Thomas Verdeschi
Nicholas Scaglione
Derek Bufano
Eric Feingold
Michael Jason Torres
INDIRA CELENY VALLADARES
JARED MARK PICHE
MICHAEL O'HARA
Maria Castellon
Asmir Malevic
Karen Lynn Dillon
Ronald E. Fisher
Aaron C Simone
John Patrick McInerney
Raymond John Passero
DANIEL VINCENT GIAIMO
PATRICK LENNON
Irene Altagracia Aponte
Edward M Zapson
Larry Deutsch
Paul A Araujo

Within 25 miles of Yorktown Heights, NY, Best Investors lists 871 registered investment advisory firms with 1,543 offices nearby, managing about $21.0T in combined regulatory AUM across 3,249,401 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 Yorktown Heights

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM