Best Investors Account Sign in

Best financial advisors in Cherrytown, NY

Registered advisers within 25 miles of Cherrytown, NY.

Offices
113
Firms
45
Combined AUM
$9.27T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,455,838 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
BENKEI ASSET MANAGEMENT
THE AMERIFLEX GROUP
CHARYBDIS INVESTMENTS INTERNATIONAL
BLACK SEA GOLD ADVISORS LLC
J.P. MORGAN SECURITIES LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MARSHALL + STERLING WEALTH ADVISORS, INC.
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DANIEL MARK COUSE
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
TAKUYA ARAI
ANTHONY JOSEPH BARRESE
Alex Barrese
Svetlin Krastev
RICHARD CHARLES DECKER
TAVISH LAIDLAW
Dave Grimes
Max William That
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
SENTA LISA CURRAN
DARREN TODD MCCARTHY
Peter Andrew LeRose
ALI IFTIKHAR
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
Bonnie Jeanne Rule
MICHAEL AMBROSE RYAN
MICHAEL BRUCE LAMONDA
Alex Sette
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
John Rahe

Within 25 miles of Cherrytown, NY, Best Investors lists 45 registered investment advisory firms with 113 offices nearby, managing about $9.27T in combined regulatory AUM across 2,455,838 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 Cherrytown

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM