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Best financial advisors in Bethel, NY

Registered advisers within 25 miles of Bethel, NY.

Offices
28
Firms
14
Combined AUM
$4.33T
Firm-wide filings, not assets booked only here
Clients
817K
816,745 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
PROSPERA FINANCIAL SERVICES, INC.
CENTAURUS FINANCIAL, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC

Investors

LORI CHRISTINE SIPOS
Samantha Loughlin
CRAIG DALE CRUMP
ALAN BURT GOODMAN
LINDA JANE BARRIGER
AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
Holly Methfessel Ginas
ERIC JOHN ODELL
JEREMY J PATTEN
JAMES MURRAY GARDAS
JONATHAN G SHEARD
Andrew Joseph Sheard
Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
MATTHEW DWAYNE ANDERSON
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
THOMAS F SPORER
WILLIAM JAMES CARMODY
Thomas G Regenski
Ulana Marie Emerson
JAMES KEITH DEMMER
MICHAEL PECHERSKY
SCOTT RICHARD ONOFRY
JOHN RICHARD FISHER
Eric S. Sappington
Jason Perry

Within 25 miles of Bethel, NY, Best Investors lists 14 registered investment advisory firms with 28 offices nearby, managing about $4.33T in combined regulatory AUM across 816,745 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 Bethel

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM