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Best financial advisors in Castleton On Hudson, NY

Registered advisers within 25 miles of Castleton On Hudson, NY.

Offices
277
Firms
114
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,128,782 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
GWN SECURITIES INC.
LPL FINANCIAL LLC
GODFREY FINANCIAL ASSOCIATES, INC.
DUTCH ASSET CORPORATION
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
KEY INVESTMENT SERVICES LLC
STRATOS WEALTH PARTNERS, LTD
STATE FARM INVESTMENT MANAGEMENT CORP.
MUSSETT WEALTH MANAGEMENT, LLC
CURRAN WEALTH MANAGEMENT
BROADWAY ADVISOR GROUP
MERIN GLOBAL FOREX MARKETS LTD.
STARLION GLOBAL MANAGEMENT INC
ALDABARAN ADVISORY LLC
MIA LEE FINANCIAL

Investors

Leslie Seymour
JENNIFER LYDIA GEORGE
STEVEN MICHAEL HARTY
STANLEY DWYER PADDOCK
JORDAN WEST
Barry James Rings
RUTH ALICE MARESCA
KATHLEEN LOUISE GODFREY
Tyler William Rapp
David Christopher Jeram
RICHARD L OXFORD
CULLEN BREEN
GARY WILLIAM BARKMAN
PHILLIP KAY LYMAN
Eric Jhonsa
EOIN DEAN CARROLL
RYAN LEE MCWALTER
Noah Patrick Buck
Alana M Jennings
ANDREW JEROME GOO
STEPHEN ARTHUR JENKINS
James Michael Schaible
TERANCE MARCEL RUSO
LIZA B HOWLEY
OLIVIA ANNE MUSSETT
HELEN M CARROLL
RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
Derek G Gray
KEVIN THOMAS CURRAN
THOMAS JOSEPH CURRAN
JASON MICHAEL SGROI
JOHN FRANCIS MENDRYSA
Lina Zhu

Within 25 miles of Castleton On Hudson, NY, Best Investors lists 114 registered investment advisory firms with 277 offices nearby, managing about $13.3T in combined regulatory AUM across 3,128,782 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 Castleton On Hudson

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM