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Best financial advisors in Croton, NY

Registered advisers within 25 miles of Croton, NY.

Offices
1,623
Firms
853
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,160,301 clients when Item 5C has a number
Avg / client
$6.50M
Combined AUM ÷ clients

Nearby offices

Firms

HUDSON VIEW ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
KARAGOSIAN FINANCIAL SERVICES, INC
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
KESTRA ADVISORY SERVICES, LLC
SPC
COMBERIATE, LEONARD B.
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
UNIFIED RETIREMENT PLANNING GROUP
EDWARD JONES

Investors

THOMAS GERARD FARANDA
JOHN LAURENCE LERNER
DENNIS RENEE ARNOLD
Nicholas Koenig
Wanda Vasse Koerner
Richard Joseph Nappi
David Toapanta
Paul Eshleman
SEAVER THOMAS WANG
GREGORY PAUL CARAGINE
SCOTT ANTHONY LOPRESTI
DEAN J DIPIERRO
CHRISTOPHER WINSON JUDGE
ZACHARY NJOGA
Carlos M Villar
FRANK MICHAEL BARONE
LJINDON VUKDEDAJ
PETER JAMES GALLAGHER
Marie Agnes Green
Paul Koerner
Benito Moneta
SANDRA GONZALEZ
SEARSANN ELIZABETH HIDALGO
EDWIN GONZALEZ
SONJA LOUIS
THOMAS JOHN KNOESEL
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez

Within 25 miles of Croton, NY, Best Investors lists 853 registered investment advisory firms with 1,623 offices nearby, managing about $20.5T in combined regulatory AUM across 3,160,301 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

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