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Best financial advisors in Airmont, NY

Registered advisers within 25 miles of Airmont, NY.

Offices
1,317
Firms
478
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,161,087 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

VINEYARD QUANT MANAGEMENT LLC
DOVERMONT WEALTH & TAX SOLUTIONS
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
INTEGRATED FINANCIAL CONSULTING, LLC
INTEGRITY ADVISORY SOLUTIONS
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
EAGLE STRATEGIES LLC
L&L PARTNERS WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CRE VENTURE CAPITAL, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Fatima B Ali Muhammed
LAWRENCE JAN ROSEN
ORAN YACOBI
LOUIS D ORAZIO
BARRY STUART GOLDBERG
PAUL VINCENT ORAZIO
NEAL ALAN DEUTSCH
Steven Fuchs
BRIAN ALLEN DOWERY
Michael Lentini
Adam Rosenblatt
JAMES MARC VORCHHEIMER
Miriam Abraham
David S Laster
Allen S Laster
Jeffrey R Astor
MICHAEL SACCARDO
AJET METALIAJ
Yitzchak Felberbaum
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
Dominic Alexander Loughlin
CHRISTINE WEBER
ROHAN GEORGE JAMES
PAUL DAVID DIAZ
ANTHONY ROBERT SICILIANO
STEPHEN PATOTA
JOHN SAMUEL DECORSO
HOWARD GERSHMAN
JEROME CASOLA
MARTINO SICILIANO
DAVID ROSNER
BENJAMIN JOSUE IRIZARRY

Within 25 miles of Airmont, NY, Best Investors lists 478 registered investment advisory firms with 1,317 offices nearby, managing about $16.4T in combined regulatory AUM across 3,161,087 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 Airmont

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM