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Best financial advisors in Cherry Grove, NY

Registered advisers within 25 miles of Cherry Grove, NY.

Offices
613
Firms
173
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,776,451 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
R.W. ROGE & COMPANY, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ALEJANDRO CEBRIAN
GERALD MATTHEW DEIGNAN
Scot Anthony Krempa
Cathy Argentieri
Robert R Galian
ROBERT KHALIL FARMAND
ERNEST WILLIAM INFANTE
ALEXANDER DANIEL TANTLEFF
Joel Michael Santucci
Anthony J Speranza
Danny M Sarfati
JOSHUA MICHAEL KROITOR
Kevin Robert Cohen
ROBERT IVAN SCHWARTZ
JONATHAN KEITH HOGE
KRISTIN VICTORIA PERSAD
CHERYL LYNN SEWARD
JERRY LEE STYLE
AUGUST LENTRICCHIA
CHRIS JOHN OCCHIPINTI
CHRISTOPHER F D'AMICO
BRIAN WILLIAM BATTER
Christopher Liu
Lisa Chalker
Angel Vidal
KAREN GODFREY
CHRISTOPHER PICONE
STEVEN MICHAEL ROGE
CHRISTINE MARIE PARISI
PHILIP BRUCATO
DONALD JAMES MCCORMICK
GARY RICHARD NUCCIO
Dominic Stilletti
CHRISTOPHER MARTIN SACKMAN
MATTHEW A NUCCIO
BRIAN P MCCORMICK
MARIA JOYCE CAPPA
BRETT JOSEPH COMSTOCK
PHILIP EDWARD JOHANN
Kristine Bree Moraitis
THOMAS JOSEPH CLIFFORD
STEPHEN LEVINE
FRANK PHILIP VIRNO
VINCENT BATTERIA
DANIEL BURNS
WILLIAM THOMAS LAI
MICHAEL JOSEPH MOONEY
BRANDON JAY ABBE
JAMES KESSLER
PETER POPOVICH
DAVID ALAN BOLIVER
RUSTAM NURHAN
Richard Andrew Ehli
Catherine Buckley
Alexander Michael Vail
Joseph Arthur Matarazzo
DANIEL JAMES STAIGER

Within 25 miles of Cherry Grove, NY, Best Investors lists 173 registered investment advisory firms with 613 offices nearby, managing about $13.4T in combined regulatory AUM across 2,776,451 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 Cherry Grove

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