TOP 10 Investment management firms in New York

Raymond James Financial Services is a finance institution located at 445 Broadhollow Road in Melville, New York. As a leading financial services firm, Raymond James provides a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and experts, they offer personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is dedicated to providing top-notch services and guidance to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Frank J Aimetti is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Frank J Aimetti and his team. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Frank J Aimetti offers personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.

Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.

David M Barnett is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Your journey to finding the right advisor begins with a name and location. Investing comes with risks, and there is always the potential to lose money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in our Client Relationship Summary. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch is a registered broker-dealer, registered investment adviser, and Member SIPC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. The institution strives to provide information about products and services that may be of interest to you. Relationship-based ads and online behavioral advertising help us achieve this goal. Please note that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies.

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.

B T Trading is a leading finance institution located at 140 58th Street in New York, United States. We specialize in providing top-notch trading services to our clients, helping them navigate the complex world of finance with ease. Our team of experts is dedicated to delivering exceptional results and helping our clients achieve their financial goals. Whether you are a seasoned investor or just starting out, B T Trading is here to support you every step of the way. Trust us to be your reliable partner in the world of finance.

The Bank of America Financial Center located at 52 East Park Avenue in Long Beach, New York, offers a wide range of banking and financial services to individuals and businesses. Whether you need assistance with checking and savings accounts, loans, investments, or wealth management, our knowledgeable staff is here to help. With convenient hours and a convenient location, the Bank of America Financial Center is committed to providing top-notch customer service and financial solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.

West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.

The BlackOak Group, located at 350 Essjay Road in Williamsville, New York, is a trusted institution specializing in wealth and risk management. Our team of experienced financial professionals is dedicated to serving the needs of our clients' families, businesses, and business owners. Whether you are concerned about covering healthcare costs, pursuing your passions without jeopardizing financial security, or planning for the experiences of a lifetime, we are here to help. Our financial professionals hold 24 industry designations and are committed to helping you achieve your financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.

Trubee Wealth Advisors is a leading finance institution located at 600 Airborne Parkway in Cheektowaga, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Trubee Wealth Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Finger Lakes Real Estate Rehabbers and Pressure Washing is a professional property restoration and maintenance service located at 8485 Garlinghouse Road in Naples, New York. Specializing in rehabilitating real estate properties in the Finger Lakes region, our team of experts offers top-notch pressure washing services to keep your property looking its best. Whether you're a homeowner looking to spruce up your residence or a real estate investor in need of renovation services, Finger Lakes Real Estate Rehabbers and Pressure Washing is here to help. Contact us today for a free consultation and see how we can enhance the beauty and value of your property.

Merrill Lynch Financial Advisor Jeffrey P Baker is located at 6245 Sheridan Drive, Williamsville, New York, United States. The Scott Klein Gates Gandolfo Group at Merrill Lynch offers personalized financial advice and guidance to help clients achieve their goals. With a focus on building strong client relationships, the team provides access to global investment capabilities and banking solutions from Bank of America. The advisors at Merrill Lynch Wealth Management prioritize the investor's goals and work to develop tailored financial strategies to help clients pursue their aspirations. Recognized for their exemplary client service, the team has been featured in Forbes' "Best-in-State Next-Generation Wealth Advisors" list multiple times. With a commitment to trust and personalized service, the team at Merrill Lynch Financial Advisor Jeffrey P Baker is dedicated to helping clients navigate their financial journey and achieve long-term success.

Courier Capital is a leading financial institution located at 6255 Sheridan Drive in Williamsville, New York. Specializing in investment management, wealth planning, and financial advisory services, Courier Capital is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Courier Capital to provide expert guidance and support in navigating the complexities of the financial world. Contact us today to learn more about how Courier Capital can help you secure your financial future.

Christina Kubrich - Raymond James is a reputable financial institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and investment options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Christina Kubrich - Raymond James has the expertise and resources to assist you every step of the way. Trustworthy and dedicated, they are committed to providing personalized solutions tailored to meet your individual needs. Visit them today to start building a secure financial future.

Joseph Feeney is a prestigious finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. With a strong reputation for excellence and expertise in financial services, Joseph Feeney is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, wealth management, or financial planning, Joseph Feeney has a team of experienced professionals ready to assist you in achieving your financial goals. Trust in Joseph Feeney for all your finance needs.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

Aegis Capital is a leading financial institution located at 1100 University Avenue in Rochester, New York. As a full-service finance firm, Aegis Capital offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Aegis Capital provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital raising services, Aegis Capital is dedicated to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.

BlueMark Advisors is a reputable financial institution located at 2425 Clover Street in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, BlueMark Advisors is dedicated to providing personalized solutions to meet your needs. Trust BlueMark Advisors to guide you towards a secure financial future.

Carl Piacelli - Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Carl Piacelli - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.

The Terzioglu Group - Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. Specializing in finance, the institution offers a wide range of services including investment management, wealth management, and financial planning. With a team of experienced professionals, The Terzioglu Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Julie A Prinzi - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Julie A Prinzi - Morgan Stanley has the expertise and resources to assist you every step of the way. Trust in their experience and commitment to excellence for all your financial needs.

The Schoff Group - UBS Financial Services Inc. is a renowned finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, The Schoff Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, our team of professionals is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Trust The Schoff Group - UBS Financial Services Inc. to be your partner in financial success.

Brian Craig - Morgan Stanley is a financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing comprehensive financial services, the team at Brian Craig - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, the experts at this institution are committed to providing personalized solutions tailored to each client's unique needs. Trustworthy and reliable, Brian Craig - Morgan Stanley is a go-to destination for all your financial needs.

William R. Blackmon - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As a branch of the renowned Morgan Stanley firm, they provide a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit William R. Blackmon - Morgan Stanley for personalized financial advice and expert guidance.

Peregrine Capital Partners is a renowned finance institution located at 732 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial services, Peregrine Capital Partners offers a wide range of investment solutions and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Peregrine Capital Partners is committed to delivering exceptional results and superior customer service.

Forge Financial Advisors is a trusted finance institution located at 1387 Fairport Road in Fairport, New York. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Forge Financial Advisors to help you secure a strong financial future.

Parks Capital is a reputable finance institution located at 145 Sully's Trail in the vibrant city of Pittsford, New York, United States. With a focus on providing innovative financial solutions to clients, Parks Capital offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit us at our convenient location to learn more about how Parks Capital can help you navigate the complex world of finance.

Hugh Hamlin - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-quality financial services, Hugh Hamlin - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors, personalized approach, and commitment to client satisfaction. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Hugh Hamlin - UBS Financial Services Inc. is dedicated to providing you with the expertise and guidance you need.

Michael F Kehoe - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, the team at Michael F Kehoe - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide you with personalized solutions tailored to your needs. Contact Michael F Kehoe - Morgan Stanley today to start building a secure financial future.

Edward Jones is a reputable financial institution located in New York, United States. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones offers a wide range of services to meet your needs. Trust in Edward Jones for expert financial advice and guidance to secure your financial future.