Best financial advisors in Cragsmoor, NY

Registered advisers within 25 miles of Cragsmoor, NY.

Offices

139

Firms

52

Combined AUM

$9.48T

Firm-wide filings, not assets booked only here

Clients

2.63M

2,632,747 clients when Item 5C has a number

Avg / client

$3.60M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

BENKEI ASSET MANAGEMENT

3130 ROUTE 44/55
GARDINER, NY 12525

THE AMERIFLEX GROUP

148 Guilford Schoolhouse Road
New Paltz, NY 12561

10.4 miles away

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

13.2 miles away

CETERA INVESTMENT ADVISERS LLC

15 SCOTT'S CORNERS DRIVE
MONTGOMERY, NY 12549

13.5 miles away

CETERA INVESTMENT ADVISERS LLC

15 SCOTTS CORNER DRIVE
MONTGOMERY, NY 12549

13.5 miles away

HV CAPITAL MANAGEMENT

2134 STATE ROUTE 208 SUITE 4
MONTGOMERY, NY 12549

13.6 miles away

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

13.8 miles away

PROSPERA FINANCIAL SERVICES, INC.

196 BRIDGEVILLE RD
MONTICELLO, NY 12701

13.8 miles away

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

14.4 miles away

PFS INVESTMENTS INC.

2277 GOSHEN TRPK BLDG B
MIDDLETOWN, NY 10941

14.7 miles away

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

14.9 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

15.1 miles away

LPL FINANCIAL LLC

29 MAIN ST
NEW PALTZ, NY 12561

15.5 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

J.P. MORGAN SECURITIES LLC

BENKEI ASSET MANAGEMENT

THE AMERIFLEX GROUP

PRINCIPAL SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

HV CAPITAL MANAGEMENT

PROSPERA FINANCIAL SERVICES, INC.

PFS INVESTMENTS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Jarryd Paul Killian

CATHERINE M COOMBE

DANIEL MARK COUSE

SENTA LISA CURRAN

DARREN TODD MCCARTHY

Bonnie Jeanne Rule

Eric S. Sappington

ANTHONY JOSEPH BARRESE

DERRIK ROBERT WYNKOOP

DAWN MARIE SWEED

MARK ALAN LAZARCZYK

Melissa J. Mineau

RONALD PAULY MAYFIELD

CONNOR JAYMES COYLE

LINDA JANE BARRIGER

THOMAS CARL AMMONS

CHARLES FRANK JACKSON TWOGUNS

MARGARET M LUCIDO

DARRELL ANTHONY WILLIAMS

BRIAN FULTON CARTER

NEAL ALAN WINTER

SAL GERARD LUCIDO

KAREN ANN MORRIS

FRANK D MATTHEWS

SAMUELE DRAGONE

RICHARD CHARLES DECKER

Within 25 miles of Cragsmoor, NY, Best Investors lists 52 registered investment advisory firms with 139 offices nearby, managing about $9.48T in combined regulatory AUM across 2,632,747 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 Cragsmoor

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM