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Best financial advisors in Brookville, NY

Registered advisers within 25 miles of Brookville, NY.

Offices
6,030
Firms
3,735
Combined AUM
$60.0T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,721 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
TSA MANAGEMENT INC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
ABBONDANDOLO WEALTH MANAGEMENT CORP
GAUN WEALTH MANAGEMENT LTD.
CHRISTOPHER A. GAUN, CFE, CPA
AMERICAN WEALTH ADMINISTRATION GROUP LLC

Investors

Michael Walter Ullrich
MICHAEL SANDS SUSSMAN
Mark Howard Goldman
EMMANUEL VASILI ZISIS
John J. Crayne
Daniel Anthony Arce
JEFFREY DOUGLAS LANG
Lauren Monique Peart
THOMAS JOHN COELHO
FRANK VEE FINCH
JAMES WERNER
MICHAEL JONATHAN ROMER
Rebecca Rose Pino
Matthew Ritchie Monk
DENIS JOSEPH MOYNIHAN
SANDY JOEL SIFF
JAMES JOSEPH PINO
HOWARD VICTOR KIBRICK
MICHAEL FERRARA FLEMING
JOSEPH R TEDESCHI
JEFFERY BRIAN JONES
GINGER DIDI ROMERO PARDLO
KATHERINE PISCOPO STEIN
Michael Gregory Stanton
Christopher Vincent Truncellito
Milorad Sobot
Michael Corwin
RANDALL JAMES DIAMOND
RACHEL HOLSTE PINO
REESE WILLIAM HUGHES
PAUL MOHAMMADI
GARY WALTER LOFGREN
RICHARD JOHN DIMAGGIO
MICHAEL JOHN BRUNELL
FRANK THOMAS GUIFFRE
ASHU BHARARA
Anthony J. Destio
Eric D. Hood
ARNOLD ROGER KERBIS
CHRISTOPHER ALFRED AFFENITA
Lucas Zelehowsky
VITO ABBONDANDOLO
CAROL ANN MAMMONE DESIMONE
BRIAN ABBONDANDOLO
LUKAS C GAUN
CHRISTOPHER ANTON GAUN
JASON LEE
JESSICA LEE FERARES
Joseph J. Cifarelli
Richard Joseph Ruiz
Rick Groom
Kyle Julien
Joseph M. Leone
PATRICK BERNARD LOUGH
KEVIN JOHN HUGHES
JONATHAN SOLOMON LIFSCHUTZ
TIMOTHY JOHN HUGHES

Within 25 miles of Brookville, NY, Best Investors lists 3,735 registered investment advisory firms with 6,030 offices nearby, managing about $60.0T in combined regulatory AUM across 4,719,721 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 Brookville

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM