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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

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
ACCURATE WEALTH MANAGEMENT, LLC
VALIC FINANCIAL ADVISORS, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
SPC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
THE HAGGERTY INVESTMENT GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
GOOSE HOLLOW CAPITAL MANAGEMENT LLC

Investors

Owen R Corry
DANIEL REED KOTOVSKY
COLIN PETER FIGUEROA
RICHARD LOUIS BENEDUCI
WHITNEY JADE FIGUEROA
MOSHE LEWIS
WESLEY SCOTT GOLDBERG
STEVE KYLE KILLEBREW
JASON JAMES ARMENTI
GERARD EUGENE CLARK
Grayson Goulet
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
Vincent DePaola
BRIAN ROBERT MANCUSI
Preetham Dhivakar
JOHN BATISTA PANNOZZO
Sarah Lucia Barbey
ADAM PETER KOZAK
DIANNE PRITCHARD
SCOTT ROBERT DOUGHTY
NICHOLAS S COLEMAN
PRESTON ROYD PARRISH
ALEXANDRIA V WILLIAMS
AMBER M LAGUADOR
TRONICIA Sharee STANDIFER
GIA M BROPHY
MARC X CONNOLLY
WILLIAM JOHN HAGGERTY
DENNIS JOSEPH AMICO
JONATHAN SCOTT PETERS
JOSHUA ROBERT BARG
RUTH- AN GARCIA EUBANKS
KYLE DAVID SMITH
DIONNE DEBORAH LLOYD

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