Best financial advisors in Bloomingburg, NY

Registered advisers within 25 miles of Bloomingburg, NY.

Offices

113

Firms

44

Combined AUM

$7.09T

Firm-wide filings, not assets booked only here

Clients

1.24M

1,240,374 clients when Item 5C has a number

Avg / client

$5.71M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

PFS INVESTMENTS INC.

19 DEWITT ST
MIDDLETOWN, NY 10940

PFS INVESTMENTS INC.

19 DEWITT ST STE A
MIDDLETOWN, NY 10940

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

EQUITABLE ADVISORS, LLC

22 MONTGOMERY STREET SUITE C
MIDDLETOWN, NY 10940

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

PFS INVESTMENTS INC.

2277 GOSHEN TRPK BLDG B
MIDDLETOWN, NY 10941

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

90 CRYSTAL RUN RD
MIDDLETOWN, NY 10941

KESTRA PRIVATE WEALTH SERVICES, LLC

90 Crystal Run Road Suite 101
Middletown, NY 10941

EDWARD JONES

13 JAMES P KELLY WAY SUITE B
MIDDLETOWN, NY 10940

Firms

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

CETERA INVESTMENT ADVISERS LLC

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

Eric S. Sappington

SENTA LISA CURRAN

DARREN TODD MCCARTHY

Bonnie Jeanne Rule

CONNOR JAYMES COYLE

THOMAS CARL AMMONS

SAMUELE DRAGONE

JOSEPH JOHN CAMPANELLA

ANDREW G WEYANT

PETER PHILLIP VANETTEN

NANCY FRANCIS WRIGHT

RACHEL HENDRICKS

MARY KAY MARTIN

MICHAEL ERIC BERLIN

PAUL FRANK DELNEGRO

Stephanie Raine DeAngelis

Luigi James Fratto

Shawn William Behrent

Louis Joseph Algiere

Christopher Petrollese

Ashley Nicole Magen

Thomas Gunton Budington

Erick Edward Eichner

John Paul Recine

Steven J Trotta

Jarryd Paul Killian

CATHERINE M COOMBE

CHARLES FRANK JACKSON TWOGUNS

MARGARET M LUCIDO

DARRELL ANTHONY WILLIAMS

BRIAN FULTON CARTER

NEAL ALAN WINTER

SAL GERARD LUCIDO

KAREN ANN MORRIS

FRANK D MATTHEWS

DANIEL MARK COUSE

SCOTT THOMAS KENDRICK

ALLISON L GAUDIO

Ryan John Coakley

Steven Campione

Grace Craig Lutfy

Gregory JOSEPH Lutfy

Thomas J McGimpsey

KEVIN JAMES REGAN

DAVID JOSEPH KELLER

Kieran P Kreider

JANNINE MARISA BARBOSA

WILLIAM JOSEPH KRIVICICH

Tamara Daria Washalski

Within 25 miles of Bloomingburg, NY, Best Investors lists 44 registered investment advisory firms with 113 offices nearby, managing about $7.09T in combined regulatory AUM across 1,240,374 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 Bloomingburg

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM