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Best financial advisors in Crompond, NY

Registered advisers within 25 miles of Crompond, NY.

Offices
1,304
Firms
717
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,155,008 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

BROADVIEW REAL ESTATE PARTNERS, LLC
CHAPFORD CAPITAL GROUP
CHARLES SCHWAB & CO., INC.
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
WORLD INVESTMENT ADVISORS, LLC
LORETTA NOLAN ASSOCIATES, LLC
MAMBA GROWTH MANAGEMENT COMPANY LLC
COVE VIEW INVESTMENT PARTNERS, LLC
KINEO CAPITAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
NEW AGE ALPHA
HAYBEACH CAPITAL MANAGEMENT, LLC
PHOENIX MERCHANT PARTNERS, LP
BESPOKE INVESTMENT GROUP, LLC
OSAIC WEALTH, INC.
VIKING GLOBAL INVESTORS LP
UBS FINANCIAL SERVICES INC.

Investors

KATHARINE STEFFENS
Dominic N Mattei
James Goetz
Kevin Edward Colosimo
SCOTT BRENDON SCHWENDINGER
GERALD J SANTORO
Marlon Varsace
Eric M. Rwiliriza
KILEY DEAN SCHMIT
Timothy John Ressler
Lecia Lynn Lupoli
Howard Keung Mak
Jon B Rosenblatt
JAMES W. RAYMOND
KEVIN STANLEY
Thomas Clark Williamson
Odysseus Rethis
HANS C OLRIK
Elise Michelle Derusha
Kyle Andrew Asmann
Matthew Billitti
Gregory William Matthews
KEVIN PAUL JUDGE
Mitchell Antin
RICHARD JOHNSTON
WILLIAM MONOS GREENFIELD
THOMAS Edward MENACHO
MARILYN C TIMBERS
LORETTA CRANE NOLAN
Ryan M. Hunt
Mark Skirbe
GREGORY EDWARD BRUSHETT
Jack David Saltus
FRANCIS JOSEPH CONWAY
PAUL TIMOTHY HICKEY
JUSTIN TODD WALTERS
JAKE LOUIS GORDON
MOSHE CYSNER
JAMES J JOSEPH HARTIGAN
DEREK J JOHN THOMPSON
KEVIN M KNISLEY
Nicholas Sinchak
NICOLE CHRISTINE INNARELLI
ELIZABETH ANNE MAHR
WILLIAM COURTNEY GOURD
MATTHEW PATRICK TERRY
ANDREW BRADFORD SHANTZ
PHILLIP HARRISON BLAIR
DAVID F. BALL
PRESCOTT ROMEYN
MELISSA FRAINE SPOHN
BRANDON KEVIN MARTY
SARAH T PETRONE
Francis James Nuzzolo
Kathleen Mcelaney
EDWARD MICHAEL BRENNAN
FREDERICK RUSSELL HAHN
SUSAN AMY HOWARD
TERESA ANNETTE JACOBSEN
SANDRA LEE BRIGHT
BRIAN EDMUND BELAK
MICHAEL D. DOLAN HENDERSON
CHARLES H DULLEA
DAVID HUNTER PRIEBE
GREGORY DANIEL MERRILL
JAMES P SHANTZ
LORETTA LANG FINCK
SUSAN S BORDASH
MATTHEW ROBERT KLEIN
ASHLEY NICHOLE KAISER
Daniel Trevor Ingraldi
Jaquelyn Rose Mantione
GREGORY DAYTON MILLER
ROBERT JOSEPH LENIHAN
KATHLEEN M FERRARO
BRETT COLTMAN
ANDREA H ANDERSON
JOHN E DOLCE
FRANK JOSEPH LOCKWOOD
Danielle Andrea Fujioka
JOHN ROBERT DOYLE
ROSS JOSEPH LICERO
LAURIE ANN PALLAS
LUZ M GOMEZ
NICOLE MASEY AYUB
JOHN RAYBURN CULLINANE
Alexis Zona
MICHAEL GEORGE MARTINEZ
Harris Grodin
JENNIFER CULP

Within 25 miles of Crompond, NY, Best Investors lists 717 registered investment advisory firms with 1,304 offices nearby, managing about $20.1T in combined regulatory AUM across 3,155,008 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 Crompond

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