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Best financial advisors in Choconut Center, NY

Registered advisers within 25 miles of Choconut Center, NY.

Offices
65
Firms
29
Combined AUM
$8.66T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,174,487 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
TRG CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE ROBERT J. WILKES PLANNING FORUM
EAGLE STRATEGIES LLC
S.E.E.D. PLANNING GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
LOUIS ANTHONY GUZZETTA
JAMES J ROLLO
Justin Michael Sisenstein
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
ANNETTE LOUISE CONNORS
NORMAN CURTIS BUTTON
CYNTHIA MARIE STOGRAN
KEVIN MICHAEL COUGHLIN
CHRISTOPHER MICHAEL CURRY
JOSEPH MICHAEL CHESNA
GRADY KANE COUGHLIN
MARK WILLIAM SAROKA
GEORGE JOHN GERNER
AMY LYNN SMITH
KEVIN BRADY WITMER
MATTHEW TIMOTHY MEAGHER
FRANK ERHARD KRAMER
JAMES HARRY MARSHALL
JOHN MICHAEL PAULIN
ROBERT JAMES WILKES
FAITH L SIGLER
KEVIN JAMES DUKE
John David Karluk
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi
MARTIN DEYO LAWSON
ERIN CATHERINE BRADY
LISA ROSE ANDERSON
Joseph P Brady

Within 25 miles of Choconut Center, NY, Best Investors lists 29 registered investment advisory firms with 65 offices nearby, managing about $8.66T in combined regulatory AUM across 1,174,487 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 Choconut Center

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM