Best financial advisors in Amenia, NY

Registered advisers within 25 miles of Amenia, NY.

Offices

137

Firms

57

Combined AUM

$9.32T

Firm-wide filings, not assets booked only here

Clients

2.54M

2,544,776 clients when Item 5C has a number

Avg / client

$3.66M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

758 Hunns Lake Road
Stanfordville, NY 12581

LPL FINANCIAL LLC

6 GAY STREET
SHARON, CT 06069

EDWARD JONES

3699 RT 44 STE 1
Millbrook, NY 12545

OPPENHEIMER + CLOSE, LLC

17 Juniper Ledge Lane
Lakeville, CT 06039

HANSEATIC CORPORATION

59 FRONT STREET
MILLBROOK, NY 12545

SEAHORSE FINANCIAL ADVISERS INC.

52 FRONT ST.
MILLBROOK, NY 12545

MAIN STREET RESEARCH LLC

342 MAIN STREET
LAKEVILLE, CT 06039

LPL FINANCIAL LLC

50 N MAIN ST
KENT, CT 06757

10.7 miles away

EIA INVESTMENTS LLC

60 BUNKER HILL ROAD
SALISBURY, CT 06068

11.5 miles away

BANTAM INC.

107 EAST MEADOWBROOK LANE
STAATSBURG, NY 12580

13.3 miles away

LIFEMARK SECURITIES CORP.

45 NORTH AVE.
PLEASANT VALLEY, NY 12569

15.2 miles away

LPL FINANCIAL LLC

12 NORTH AVE
PLEASANT VALLEY, NY 12569

15.3 miles away

J.P. MORGAN SECURITIES LLC

1600 MAIN ST., SUITE 14
PLEASANT VALLEY, NY 12569

15.3 miles away

EDWARD JONES

1540 Route 44 Main Street
Pleasant Valley, NY 12569

15.5 miles away

OSAIC INSTITUTIONS, INC.

179 Country Route 7A
Copake, NY 12516

16.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1342 ROUTE 55
LAGRANGEVILLE, NY 12540-5113

16.9 miles away

LPL FINANCIAL LLC

187 E. MARKET ST, STE 205
RHINEBECK, NY 12572

17.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1145 ROUTE 55 Suite #2
LAGRANGEVILLE, NY 12540

17.6 miles away

EDWARD JONES

1133 ROUTE 55 NORTH BUILDING SUITE B
LAGRANGEVILLE, NY 12540

17.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6811 Route 9 Suite 9
Rhinebeck, NY 12572

17.8 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

OPPENHEIMER + CLOSE, LLC

HANSEATIC CORPORATION

SEAHORSE FINANCIAL ADVISERS INC.

MAIN STREET RESEARCH LLC

EIA INVESTMENTS LLC

LIFEMARK SECURITIES CORP.

J.P. MORGAN SECURITIES LLC

OSAIC INSTITUTIONS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

WARREN MICHAEL COHEN

SANDRA CERQUEIRA

Kimberly Barnett

PHILIP VICTOR OPPENHEIMER

EDVARD JORGENSEN

HENRIQUE CATALDI

Michael John Sondag

JAMES EDMUND DEMMERT

Jacob Lionel Margo

AARON MICHAEL STERN

BENJAMIN B ARMELLINI

Stephanie Hawk Andersen

Natalie Elaine McMahon

Roman Tyler LeFebure

Jacob Adam Swartz

Elizabeth Irene Baldassari

LILY NICOLE TAFT

Peter A Fiorita

Alexandra Mary Rooney

MICHELE DIANE PRLICH

ANTHONY ARTHUR COLLINS

JOHN JOSEPH DUVAL

SAMANTHA BRANDON BEVERLEY

LYNDA ANN BEISNER

OMAR BENVENUTO CARNECCHIA

Peter Stephen Russell

JOHN DEVIN HEITZMAN

ERIC THOMAS TRADITI

DARLENE LEIGH PEDROSA

ERIC JOHN PLESE

Jeremy William Angevine

DOINA MARIA PINTO

BARBARA DEIST BOCCUTO

Within 25 miles of Amenia, NY, Best Investors lists 57 registered investment advisory firms with 137 offices nearby, managing about $9.32T in combined regulatory AUM across 2,544,776 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 Amenia

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM