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Best financial advisors in Carmel, NY

Registered advisers within 25 miles of Carmel, NY.

Offices
452
Firms
175
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,764,532 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
SPANO ADVISORY SERVICES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEISS FINANCIAL GROUP LLC
MCGRATH WEALTHCARE, LLC
LPL ENTERPRISE, LLC
BLUE ELM ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
MOUNTAIN PASS PLANNING
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.

Investors

RICHARD ALLEN
SAMUEL ALLEN
KEVIN ANDREW YOUNG
EDWARD DE LEON
JOHN CRAIG GRANA
Lewis John Grana
WAYNE JOHN DEBELLO
David Raymond Bergerson
BENN ANTHONY ALBRECHT
Krishnan Harihara
RAY V SPANO
JOSEPH JOHN MARINO
KEITH D WEISS
SCOTT G WEISS
Leo T McGrath
Raymond John Passero
Eric Reed McKean
RICHARD DONALD MCKEAN
DENNIS MICHAEL TRACY
JAMES JOHN DEVICO
John Leigh
David W Murry
LYNN MEREDITH BRABAN
BRIAN EDWARD GAINE
MICHAEL WILLIAM BAKKER
WILLIAM ANTHONY DWYER
JOSEPH PILLOT

Within 25 miles of Carmel, NY, Best Investors lists 175 registered investment advisory firms with 452 offices nearby, managing about $12.3T in combined regulatory AUM across 2,764,532 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 Carmel

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM