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Best financial advisors in Cherry Plain, NY

Registered advisers within 25 miles of Cherry Plain, NY.

Offices
199
Firms
92
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,351,911 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
FINANCIAL TRANSPARENCY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Investors

JAMES EDWARD DURAND
ROBERT GEORGE ABEL
JASON ROBERT DOHANEY
SETH A SHEPARD
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
STEVEN EDWARD CHICK
SEAN TYLER LEBLANC
Ellen Jean Bauers
Regina L Gray
Karen L Kettles
THOMAS HENRY PERREA
Robert Adams
MARISSA LYNN MAIN
THOMAS JOSEPH GIARDINA
WILLIAM JAMES BRESETT
BRIAN PAUL ASTORINO
GREGORY CHARLES DIETERICH
COREY G PHILLIPS
ALEX J KASTRINAKIS
MICHAEL G ZAMBONI
KYLE SMITH
ANTHONY BRUCE CLEMENT
Michael B DuPont
JOHN FRANCIS MCLAUGHLIN
SHAUN WILLIAM HEIMANN
KELLY MICHELLE BAKER
ARTHUR KING FRANCIS
Adam Christopher Kirby
William Berry Kirby
KEVIN PATRICK O'DONNELL
Darrell M Colvin
David Alan Rice
STEPHEN GEORGE SYKES

Within 25 miles of Cherry Plain, NY, Best Investors lists 92 registered investment advisory firms with 199 offices nearby, managing about $10.2T in combined regulatory AUM across 2,351,911 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 Plain

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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