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Best financial advisors in Assembly Point, NY

Registered advisers within 25 miles of Assembly Point, NY.

Offices
87
Firms
47
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,477,674 clients when Item 5C has a number
Avg / client
$4.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITY SERVICES, INC.
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
UBS FINANCIAL SERVICES INC.

Investors

John Martin Gable
CONOR F.P. BOYD
Christopher James Nelson
ROBERT ANTHONY RICCIARDELLI
DALE LEWIS MULLIN
TODD KELVIN NEIL
CHRISTOPHER WILLIAM SKINNER
NATHAN LAFRANCE
Amanda Noel Cedrone
SEAN MICHAEL AKINS
Paula A Traina
KATHERINE BATES HOROWITZ
Carlo R.A. Cedrone
MATTHEW LUTTON BEEBE
MAXWELL LUTTON BEEBE
Patrick Daniel Mylod
BRANDON THOMAS CRIST
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
DAVID FREDERICK BROWN
NICHOLAS TAYLOR
NICHOLAS GEORGE TAYLOR
MICHAEL CHRISTOPHER SEELEY
RICHARD DEAN SMITH
CHRISTOPHER JOHN FISH
MARK GORDON RIPLEY
Robert F Butler
Blake T Crothers
Lisa M Bruce
RANDALL F. F DEVANEY
CHRISTOPHER MARTIN ZITO
ADAM E. PEARSALL
MELISSA BATTISTE

Within 25 miles of Assembly Point, NY, Best Investors lists 47 registered investment advisory firms with 87 offices nearby, managing about $10.1T in combined regulatory AUM across 2,477,674 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 Assembly Point

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM