Best Investors Account Sign in

Best financial advisors in Croton Falls, NY

Registered advisers within 25 miles of Croton Falls, NY.

Offices
1,423
Firms
836
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,249,093 clients when Item 5C has a number
Avg / client
$6.65M
Combined AUM ÷ clients

Nearby offices

Firms

CARMINUCCI WEALTH MANAGEMENT
LPL FINANCIAL LLC
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INFINITI WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WEISS FINANCIAL GROUP LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
MCGRATH WEALTHCARE, LLC
SPANO ADVISORY SERVICES INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EQUITY SERVICES, INC.

Investors

MICHAEL RICHARD CARMINUCCI
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
DENNIS MICHAEL TRACY
James F Lubin
MICHAEL ANTHONY DURANTE
GEORGE JAMES WATERS
ROBERT THOMAS ANGEVINE
JEFFREY M SUSSMAN
LARRY ARINSBURG
BENN ANTHONY ALBRECHT
KEITH D WEISS
SCOTT G WEISS
David Raymond Bergerson
JOSEPH JOHN MARINO
Raymond John Passero
Leo T McGrath
RAY V SPANO
Krishnan Harihara
EDWARD DE LEON
JOHN CRAIG GRANA
Lewis John Grana
Nicolette Thibault
WAYNE JOHN DEBELLO
Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla

Within 25 miles of Croton Falls, NY, Best Investors lists 836 registered investment advisory firms with 1,423 offices nearby, managing about $21.6T in combined regulatory AUM across 3,249,093 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 Croton Falls

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