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Best financial advisors in Congers, NY

Registered advisers within 25 miles of Congers, NY.

Offices
1,662
Firms
816
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,160,394 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

EMPOWER ADVISORY GROUP, LLC
B. RILEY WEALTH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ROVENTINI FINANCIAL SERVICES, INC
LT ADVISORS LLC
EMPIRE STATE WEALTH ADVISORS INC
MAIN STREET ASSET MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MICHAEL ROBERT TOMLIN
GREGORY GEORGE SCRYDLOFF
HOWARD BRUCE BRACHFELD
ELIEZER GEWIRTZMAN
VINCENT DEDOMINICIS
MICHAEL SALMON
ARDELL ROAN
PATRICK HARDING
LUCIANO DELA CRUZ
James P Kivlehan
KENNETH CARTER
PHILIP C ROVENTINI
LAWRENCE SCOTT TANKEL
ERGUIS MERTIRI
Pierre Johnson
PACE SORSCHER
BERYL EPHRAIM SORSCHER
Zachary S DeMinno
Joseph S. Dailey
Pauline M Honecker
Michael F Lipani
Christopher Kelly
Fernando A Remigio
Matthew James Lodato
John Doran
Malka Lieblich
JOHN RANDOLPH MACKENZIE
AJET METALIAJ
SCOTT DAVID JOHNSTON
Laurel D Wilson
DOMINICK JOHN RIOLO
FRANK A RIOLO
LANCE EUGENE MCGINNIS
LISA BETH SHERMAN
MICHAEL J DEFILIPPIS
ABRAHAM Avi MIZRAHI
RAYMOND CHARLES CHERA
TOMOMI ARATA TRUDELL
Louis Ferriello
Andrew John Caputo

Within 25 miles of Congers, NY, Best Investors lists 816 registered investment advisory firms with 1,662 offices nearby, managing about $20.4T in combined regulatory AUM across 3,160,394 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 Congers

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM