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Best financial advisors in Bear Mountain, NY

Registered advisers within 25 miles of Bear Mountain, NY.

Offices
701
Firms
266
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,088,272 clients when Item 5C has a number
Avg / client
$4.55M
Combined AUM ÷ clients

Nearby offices

Firms

PRENTICE INVESTMENT MANAGEMENT, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
HUDSON PORTFOLIO MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MAGNOLIA CAPITAL MANAGEMENT
LUNIN-PACK PLANNING AND ADVICE, LLC
HORNOR, TOWNSEND & KENT, LLC

Investors

CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
DANIEL VINCENT GIAIMO
PATRICK LENNON
BYRON SCHOENDORF STINSON
TOYKEN YEE
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez
ZACHARY NJOGA
Peter James O'Connor
PATRICK JAMES MCCARTHY
MATTHEW STEPHEN CLEMENT
PETER AUGUST ZAGROBELNY
Dawn Faigle
NOAH Mahlon EBERHART
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL
GREGORY PAUL CARAGINE
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
SIMON WEINSTOCK
YEHUDA LEIB FLOHR

Within 25 miles of Bear Mountain, NY, Best Investors lists 266 registered investment advisory firms with 701 offices nearby, managing about $14.0T in combined regulatory AUM across 3,088,272 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 Bear Mountain

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM