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Best financial advisors in Beacon, NY

Registered advisers within 25 miles of Beacon, NY.

Offices
328
Firms
121
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,757,316 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FOCUSED WEALTH MANAGEMENT, INC.
CIRCLE N ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORLD INVESTMENT ADVISORS, LLC
MURPHY WEALTH MANAGEMENT GROUP
CETERA INVESTMENT ADVISERS LLC
VOYA FINANCIAL ADVISORS, INC.

Investors

RAJAN KUMAR
ANDREA ELIZABETH COLADARCI
Pranav Rao
ADAM GARTSIDE
JIMMY JAMES KUKA
CHASE ALLAN SMITH
JAMES MATHEW BRANDEMARTE
ANDRE JESUS ST.LOUIS
BRENDA MARIE HOTALING
JOSEPH M SCIABICA
Michael Peter Sarubbi
Thomas John Geoghegan
Ilana C Stern
Zachary Scott Ruttenberg
Jeffrey Spillane
CHARLES STEVEN YARNOLD
Anthony DiCapua
RYAN MATTHEW SWANSON
JOHN LOUIS DEL BENE
PHILIP JOSEPH DEANGELO
MICHAEL RICHARD PASSANTE
JACOB MICHAEL BRETT
Maria Fernanda Manrique Alvarez
Patrick Andrew Shea
Matthew Joseph Wyant
ZACHARY Michael MANHEIM
CHRISTINE MARIE MURPHY
ANTHONY PETER JUNJULAS
Jovan Fryar
ROBERT EVAN CIPRIANO
MICHAEL ANTHONY CONNORS
NICKOLAS RAYMOND LAPOINTE
CONNOR PETER BRIGGS
Matthew Francis Brady
DANIEL JAMES MURPHY
SCOTT RICHARD RUPPERT
GEORGE POGYO
KEITH MICHAEL PRESTON
CHARLES PROBART MEDLICOTT
ANDREW Charles MEDLICOTT
CALVIN EUGENE NELSON
CHARU ASHAR
Timothy Richard Bardin
FRANK EDWARD BOOTH
ANDREA L BROWN

Within 25 miles of Beacon, NY, Best Investors lists 121 registered investment advisory firms with 328 offices nearby, managing about $12.1T in combined regulatory AUM across 2,757,316 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 Beacon

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM