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Best financial advisors in Central Valley, NY

Registered advisers within 25 miles of Central Valley, NY.

Offices
559
Firms
189
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,354,514 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

GUARDIAN WEALTH PARTNERS, LLC
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE ADVISORY PARTNERS LLC
PRENTICE INVESTMENT MANAGEMENT, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
PFS INVESTMENTS INC.
MML INVESTORS SERVICES, LLC
MBX CAPITAL

Investors

Aaron Glauber
SIMON WEINSTOCK
YEHUDA LEIB FLOHR
Steven Lombardo
DANIEL LOUIS LOFRESE
DOUGLAS MICHAEL STERNEMANN
Michael Del Grosso
Edward Kerrisk
CRISTIAN BIONDI
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
Janine Michelle Peck
MARK WILLIAM LANGE
Peter Joseph LoPresti
Robert Peter Priore
Michael Peter Sarubbi
MARVA BRITTON
Peter James O'Connor
PATRICK JAMES MCCARTHY
MATTHEW STEPHEN CLEMENT
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO

Within 25 miles of Central Valley, NY, Best Investors lists 189 registered investment advisory firms with 559 offices nearby, managing about $10.6T in combined regulatory AUM across 2,354,514 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 Central Valley

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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