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Best financial advisors in Crotonville, NY

Registered advisers within 25 miles of Crotonville, NY.

Offices
1,800
Firms
944
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,162,911 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

UNIFIED RETIREMENT PLANNING GROUP
SPC
KESTRA ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
COMBERIATE, LEONARD B.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HUDSON VIEW ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
ELM RIDGE MANAGEMENT, LLC
FINANCIAL ASSET MANAGEMENT CORP
TD PRIVATE CLIENT WEALTH LLC
SAMALIN WEALTH

Investors

PETER JAMES GALLAGHER
CHRISTOPHER WINSON JUDGE
SCOTT ANTHONY LOPRESTI
DEAN J DIPIERRO
SANDRA GONZALEZ
SEARSANN ELIZABETH HIDALGO
EDWIN GONZALEZ
SONJA LOUIS
THOMAS JOHN KNOESEL
Carlos M Villar
FRANK MICHAEL BARONE
LJINDON VUKDEDAJ
Luigi Muccitelli
Baishi Wang
KATHRYN E PALAO
JOSEPH ANTHONY PASSANITI
MASATO MICHAEL TANI
THOMAS GERARD FARANDA
JOHN LAURENCE LERNER
DENNIS RENEE ARNOLD
Nicholas Koenig
Wanda Vasse Koerner
Richard Joseph Nappi
David Toapanta
Paul Eshleman
Edward Salim Hadad
VIKTORIA KAMIN
SCOTT MITCHEL KAHAN
Benjamin Harrison
FABIANA COELHO
PATRICK CARL THUEMMEL
LAURANCE JAY KERSH
RONALD RICHARD SCHNEIDER
JOHN R FUSSELL
ANDREW EVAN SAMALIN
THOMAS JAMES BEATTIE
ALEX M PIDHORODECKYJ

Within 25 miles of Crotonville, NY, Best Investors lists 944 registered investment advisory firms with 1,800 offices nearby, managing about $21.1T in combined regulatory AUM across 3,162,911 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 Crotonville

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