Best Investors Account Sign in

Best financial advisors in Campbell Hall, NY

Registered advisers within 25 miles of Campbell Hall, NY.

Offices
234
Firms
79
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,641,579 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
GREAT PATH PLANNING
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
ORANGE INVESTMENT ADVISORS, INC.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA PRIVATE WEALTH SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

PETER W MC CORMACK
Peter Edward Katenkamp
CHRISTOPHER CRAIG POLLARD
John Andrew McLoughlin
Nicholas Edward Shala
JASON ANDREW NETROSIO
Janine Michelle Peck
PAUL FRANCIS CAMMARERI
BRYAN WHIPPLE COVERT
RICHARD PAUL MARTIN
JACOB DANIEL DUNLAP
Bette Ellen Weiss
MICHAEL A COLLINS
JENNIFER PAOLICELLI
Armando Merino
MELISSA L HOURIHAN
PETER JD DEDEL
NOEL COURTNEY SPENCER
JAMES C PUCCI
JENNIFER SOFIA PUCCI
Justin Pucci
JASON MATTHEW PUCCI
JAMES MARTIN PUCCI
Kashif Akbar Ali
Eric S. Sappington
DAVID DOMINIC PANEBIANCO
SVIATLANA MASLAVA
MICHAEL MAURICE RUNDLE
JAMES MATTHEW SERKES
Bryan Scott Scheels
CHARLES JOHN RAND-RICCARDI
Hillary Esther Martinez
STEVEN RICHARD MAURER
STEPHEN RICHARD SOPER
Curt Arri Schultzberg
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
CHARLES FRANK JACKSON TWOGUNS
MARGARET M LUCIDO
DARRELL ANTHONY WILLIAMS
BRIAN FULTON CARTER
NEAL ALAN WINTER
PAOLO SAGGESE
DAVID ROSNER
SAL GERARD LUCIDO
KAREN ANN MORRIS
FRANK D MATTHEWS
Brent Thomas Mentro
NICHOLAS SIMON TUCK
ANTHONY LAWRENCE NATRELLA
WILLIAM JOHN NIEDERAUER
JESSICA XOCHITL LORUBBIO
ROBERT CEPEDA
SCOTT THOMAS KENDRICK
ALLISON L GAUDIO
Ryan John Coakley
Steven Campione
James Finnegan
Grace Craig Lutfy
Gregory JOSEPH Lutfy
Thomas J McGimpsey
KEVIN JAMES REGAN
DAVID JOSEPH KELLER
James J Bannon
Kieran P Kreider
JANNINE MARISA BARBOSA
Sarah DeGraw
WILLIAM JOSEPH KRIVICICH
Steven Candela
Derek S Dimino
Brian Joseph Tegnander
Stephanie DeMatteo Manitaras
ALEXANDER STUART TAUB
BRAD JOSEPH WHITTED
ALLEN MARSHALL ZICK
EDWARD M. LYNCH
THOMAS MICHAEL GORMAN

Within 25 miles of Campbell Hall, NY, Best Investors lists 79 registered investment advisory firms with 234 offices nearby, managing about $10.3T in combined regulatory AUM across 2,641,579 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 Campbell Hall

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM