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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

ONEX CREDIT ADVISOR, LLC
ONEX CREDIT PARTNERS, LLC
OPPENHEIMER & CO. INC.
BOLTON SECURITIES CORPORATION
SHEPHERD KAPLAN LLC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
ADVISORS CAPITAL MANAGEMENT, LLC
AC FUNDS, LLC
CETERA INVESTMENT ADVISERS LLC
VAUGHAN AND COMPANY SECURITIES, INC.
ALTUS CAPITAL PARTNERS, INC.
STONEBRIDGE ADVISORS LLC
LPL FINANCIAL LLC
GWN SECURITIES INC.
J.P. MORGAN SECURITIES LLC
DIALECTIC CAPITAL MANAGEMENT LP

Investors

ALAN JOSHUA SOKOL
Shane Edmond
JOSEPH A ARMISTO
Peter R Petronzio
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
JOHN-PAUL SAITTA
MICHAEL EMMANUEL BRODIE
VINCENT ANTHONY MATTONE
Jason David Dray
Konner Gershkoff
MARK WILLIAM OPILA
JOHN JAMES BRUGGEMANN
THEODORE MARCEL SHEDIAC
DAVID LEE RUFF
MICHAEL A SURBRUG
DARRELL VICTOR SZYMANSKI
JEFFREY P DEISS
DAVID JONATHAN LIEBERMAN
NICHOLAS ANTONY CARADONNA
KENNETH IAN DEANE
CORIE EVAN GABRIEL
MICHAEL STEVEN LIEBERMAN
JOANNE FEENEY
JEREMY ALAN LIEBERMAN
ROBERT JUDD LASATER
BRIAN GLENN CARLSON
Matthew D Nimrick
KEVIN SCOTT KELLY
STEPHEN MICHAEL CASH
Frani Michele Feit
Rodger Dale Isom
ZACHARY RYAN SMITH
Jacob Newhard Saxton
CHRISTOPHER DAVID BADARACCO
Cindy Marie Pitonzo
Daniel Paul DeRiso
JAMES ANDREW FRIEDMAN
SUSAN CAROL KIMMEL
KEVIN ERIC STRAUSS
LEE VINCENT BALDUCCI
KAREN PAULA LOSCHIAVO
GUSTAVE JOSEPH SCACCO
MATTHEW BRETT TERZIAN
Jacob A Haynes
Richard Bryan MEYERS
Felipe Mejia
LINDSEY JANE OWEN
CHARLES LIEBERMAN
KEVIN GERARD KERN
Matthew Brent Lorner
AARON MICHAEL ROBINSON
KATHERINE SPINES
SUSAN MARIE AHLFELD
TIMOTHY ERIC HERMANN
Brayden James Little
DANIEL SCOTT LANCASTER
Harmony Smith
Michael J Knight
ROBERT MICHAEL GARIANO
ROBERT ANTHONY GARIANO
Nicholas Gariano
Tyler George Kennedy
JAMES DANIEL VAUGHAN
KEVIN ALLEN LEEDS
SHEFKI VINCA
ROBERT ALLEN WOLF
ERIC DAVID WEAVER
MARIE-BELLE MIKUE
JAMES THOMAS PARKS
PETER RUGA GENTILE
Michael Del Grosso
Edward Kerrisk
CRISTIAN BIONDI

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