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Best financial advisors in Arlington, NY

Registered advisers within 25 miles of Arlington, NY.

Offices
214
Firms
77
Combined AUM
$9.58T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,720,041 clients when Item 5C has a number
Avg / client
$3.52M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
TIMM FINANCIAL SERVICES
D'ARCANGELO FINANCIAL ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARAX ADVISORY PARTNERS
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

JUSTIN JAMES SEMKE
Mark Benjamin Cukaj
MARTIN CUKAJ
Alexander Scott Morphet
STEVEN BRIAN JONES
SCOTT O WITHERSPOON
Luke Timm
Frederick William Timm
MICHAEL CHRISTOPHER BETROS
THOMAS EMEEL BETROS
Laura Michelle Betros
Olivia R Santora
MATTHEW ROY MEDDAUGH
KERRY MARIE PHELAN
Tyler Bates
KAVIAN BURKE
IRENE THERESA MONCK
KYLE MICHAEL ODELL
Gerardo Flores
ERIC BOJARCZUK
JOHN PAUL MOLLICA
JOSHUA WILLIAM STRATTON
Dominick E Profaci
Chelsea T Hanlon
ERICA J SALZMANN-TALBI
LORI CARIFFE COOMBS
KENNETH JAMES MC CORMICK
ROBERT ROBUSTELLI
KIMBERLY LYNN KOENIG
Randall Gerardes
JAMES WALKER
RITA CATHERINE GAFFNEY-LABARGE
SARAH EILEEN CUOZZO
DAVID A LAMBERT
Christopher A Coppola
FRANCIS D VENEZIA
ANTONIO G COPPOLA
MARK STEVEN BURLINGAME
ALLISON ELISABETH CULLEY
MICHELLE LOUISE NOLEN
Christopher J Tomaskovic
MARY E WINTERS
DONALD GEORGE BELL
John J Gadonniex
MICHAEL M MATTES
RAMIRO DANIEL GALVAN
Perry Steven Goldschein
Dean Thomas Marquis
MATTHEW NATHAN
Marc P Cassalina
Lambros Violaris
Christopher Stala
Kara R Gadonniex
Lisa K Preudhomme
MICHAEL JAMES DOLAN
MARK D TEMPLE
CRAIG P IRWIN
THOMAS E MURPHY
ERIC CASSALINA
Andrew Jones
Matthew Bishop
GEORGE FREDERICK DECKER
Susan Murphy
Timothy Neilson
MARIANNE MANSFIELD NAUGHTON
LISA JEAN VEDDER
Maria T Pietropaolo
Scott A Moenig
Jordyn E Beesmer
DANIEL SHORT
ANTHONY WOJDA
ZACHARY DAVID HERRING
JOSEPH PORCELLI
GARY BEN-EZRA
HAYDEN THOMAS PEEK
DENISE ANN MORGANTINI
JASON SIEGEL
FREDERICO RODRIGUEZ JR
RYAN PEEK
MICHAEL KIRTIO
BRENDAN JOE SUMMARY
ANTHONY MANUEL PEREIRA
MATTHEW JOSEPH CRUZ
NARINDER SINGH BAINS
GEOFFREY M DEMARCO
CHRISTOPHER JAMES DOWNEY
Jeremy William Angevine
ERIC JOHN PLESE
Stephen P O Flaherty
RICHARD TODD ZUCKERMAN
KENNETH J CHRISTMAN
JOHN MICHAEL MURPHY
THERESA ANN SCOTT

Within 25 miles of Arlington, NY, Best Investors lists 77 registered investment advisory firms with 214 offices nearby, managing about $9.58T in combined regulatory AUM across 2,720,041 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 Arlington

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