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Best financial advisors in Croton On Hudson, NY

Registered advisers within 25 miles of Croton On Hudson, NY.

Offices
1,625
Firms
854
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,160,305 clients when Item 5C has a number
Avg / client
$6.50M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ELM RIDGE MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CHIASMUS CAPITAL LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC

Investors

DANIEL VINCENT GIAIMO
PATRICK LENNON
PHILIP VINCENT SETTEMBRINO
FERNANDO MANUEL ASCENSO
Jonathan Leigh Glaser
Liang Wang
KATHRYN E PALAO
JOSEPH ANTHONY PASSANITI
Luigi Muccitelli
Baishi Wang
FABIANA COELHO
MASATO MICHAEL TANI
BRANDON C MARGOLIS
MARK FIDELIO
John Dacey
Robert Weinberg
James M. Sbarra
PATRICK JOSEPH DEVANEY
DAMIAN PAUL PETTA
Dawn Faigle
NOAH Mahlon EBERHART
PATRICK JAMES MCCARTHY
MATTHEW STEPHEN CLEMENT

Within 25 miles of Croton On Hudson, NY, Best Investors lists 854 registered investment advisory firms with 1,625 offices nearby, managing about $20.5T in combined regulatory AUM across 3,160,305 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 On Hudson

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