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Best financial advisors in Cortlandt Mnr, NY

Registered advisers within 25 miles of Cortlandt Mnr, NY.

Offices
1,294
Firms
675
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,155,203 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
PFS INVESTMENTS INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
KARAGOSIAN FINANCIAL SERVICES, INC
PRENTICE INVESTMENT MANAGEMENT, LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
HUDSON VIEW ADVISORS, LLC

Investors

Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez
DANIEL VINCENT GIAIMO
PATRICK LENNON
Dawn Faigle
NOAH Mahlon EBERHART
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
ZACHARY NJOGA
Marie Agnes Green
Paul Koerner
Benito Moneta
GREGORY PAUL CARAGINE
PHILIP VINCENT SETTEMBRINO
FERNANDO MANUEL ASCENSO
SEAVER THOMAS WANG
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
THOMAS GERARD FARANDA
Nicholas Koenig
Wanda Vasse Koerner
Richard Joseph Nappi
David Toapanta
Paul Eshleman
John Dacey
Robert Weinberg
James M. Sbarra

Within 25 miles of Cortlandt Mnr, NY, Best Investors lists 675 registered investment advisory firms with 1,294 offices nearby, managing about $19.0T in combined regulatory AUM across 3,155,203 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 Cortlandt Mnr

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM