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Best financial advisors in Cornwall, NY

Registered advisers within 25 miles of Cornwall, NY.

Offices
415
Firms
145
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,757,678 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

BJS ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OLYMPUS CAPITAL HOLDINGS ASIA LLC
KINGSLAND INVESTMENTS
LPL FINANCIAL LLC
GWN SECURITIES INC.
SAW MILL CAPITAL L.L.C.
STRATEGIC WEALTH MANAGEMENT LLC
FORTIS CAPITAL ADVISORS, LLC
CRE VENTURE CAPITAL, INC.
SAMALIN WEALTH
EDWARD JONES
FINANCIAL ASSET MANAGEMENT CORP
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

BRIAN JAY SCHACHTER
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
MELISSA M BLASZCZYK
LEE RICHARD ROSENWASSER
FRAN MARCIE WOLFSON-KEEGAN
ANTHONY JOHN DARIA
ALEX SOCOLOF
DAVID MARC KLEINER
DAVID CLEARY
PATRICK CARL THUEMMEL
LAURANCE JAY KERSH
RONALD RICHARD SCHNEIDER
JOHN R FUSSELL
ANDREW EVAN SAMALIN
THOMAS JAMES BEATTIE
ALEX M PIDHORODECKYJ
Peter Andrew LeRose
Edward Salim Hadad
VIKTORIA KAMIN
SCOTT MITCHEL KAHAN
Benjamin Harrison
BENJAMIN JOSUE IRIZARRY
GIULIANO GASHAJ
Noah Robinson
Thomas J Leder
Andrew John Caputo

Within 25 miles of Cornwall, NY, Best Investors lists 145 registered investment advisory firms with 415 offices nearby, managing about $12.3T in combined regulatory AUM across 2,757,678 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 Cornwall

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM