Best financial advisors in Annandale, NY

Registered advisers within 25 miles of Annandale, NY.

Offices

92

Firms

41

Combined AUM

$8.70T

Firm-wide filings, not assets booked only here

Clients

1.43M

1,434,665 clients when Item 5C has a number

Avg / client

$6.06M

Combined AUM ÷ clients

Nearby offices

KEY INVESTMENT SERVICES LLC

28 W MARKET ST
RED HOOK, NY 12571

EQUITABLE ADVISORS, LLC

12 EAST MARKET STREET
RED HOOK, NY 12571

LPL FINANCIAL LLC

294 MAIN ST.
SAUGERTIES, NY 12477

TACONIC ADVISORS

382 MAIN STREET
SAUGERTIES, NY 12477

EDWARD JONES

1571 ULSTER AVENUE SUITE 2
LAKE KATRINE, NY 12449

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6811 Route 9 Suite 9
Rhinebeck, NY 12572

RYEFIELD CAPITAL, LLC

6 NORRIE COURT
GERMANTOWN, NY 12526

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1343 ULSTER AVENUE
KINGSTON, NY 12401

OSAIC INSTITUTIONS, INC.

1296 ULSTER AVE.
KINGSTON, NY 12401

LPL FINANCIAL LLC

1099 MORTON BLVD
KINGSTON, NY 12401

OSAIC INSTITUTIONS, INC.

2 Miron Lane
Kingston, NY 12401

COMMONWEALTH FINANCIAL NETWORK

6571 Spring Brook Ave
RHINEBECK, NY 12572

COMMONWEALTH FINANCIAL NETWORK

108 Montgomery St.
Rhinebeck, NY 12572

WELLS FARGO CLEARING SERVICES, LLC

6423 MONTGOMERY ST STE 10 2ND FL
RHINEBECK, NY 12572

LPL FINANCIAL LLC

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

JOHN G. ULLMAN & ASSOCIATES, INC

20 East Market Street
Rhinebeck, NY 12572

LPL FINANCIAL LLC

6375 MILL STREET
RHINEBECK, NY 12572

DDO ADVISORY SERVICES, LLC

6369 MILL STREET SUITE 209
RHINEBECK, NY 12572

STATE FARM INVESTMENT MANAGEMENT CORP.

553 Albany Ave
Kingston, NY 12401

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

325 ALBANY AVE [SATELLITE]
KINGSTON, NY 12401

Firms

KEY INVESTMENT SERVICES LLC

EQUITABLE ADVISORS, LLC

LPL FINANCIAL LLC

TACONIC ADVISORS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RYEFIELD CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC INSTITUTIONS, INC.

COMMONWEALTH FINANCIAL NETWORK

WELLS FARGO CLEARING SERVICES, LLC

JOHN G. ULLMAN & ASSOCIATES, INC

DDO ADVISORY SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Colton William Crump

JANE MARIE MCCARTHY

MEREDITH WILSON BRIGGS

Rebeca Irene Cotton

JOHN ALEXANDER KELLY

Erin Mary Clancy

DOINA MARIA PINTO

BARBARA DEIST BOCCUTO

Jennifer M Harrigfeld

MICHAEL WILLIAM RISKO

JOHN DANIEL CUBITO

SALVATORE BOCCHIMUZZO

DANIEL C MCDONOUGH

Corey Nicholas Hudak

TIMOTHY JOHN BARTHOLOMEW

JEFFREY ALAN SCALES

Socrates George Leotsakos

MICHELLE R MARTIN

EDWARD JAMES MERCIER

LORI WOOD TIETJEN

SUSAN MARIE GREENE

JACQUELYN KELLY RAE

WILLIAM JAMES RAE

DARLENE LEIGH PEDROSA

Derek Alan Doyle

ANDREW HAAG BARON

CHRISTOPHER THOMAS FENTON

DANIEL A D'ORDINE

ANDREW EUGENE WILLIAMS

Within 25 miles of Annandale, NY, Best Investors lists 41 registered investment advisory firms with 92 offices nearby, managing about $8.70T in combined regulatory AUM across 1,434,665 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 Annandale

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