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Best financial advisors in Eagle Bridge, NY

Registered advisers within 25 miles of Eagle Bridge, NY.

Offices
163
Firms
85
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,056,153 clients when Item 5C has a number
Avg / client
$3.67M
Combined AUM ÷ clients

Nearby offices

Firms

EQUINOX FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FAGAN ASSOCIATES INC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
TSA MANAGEMENT INC
TLG ADVISORS, INC.

Investors

Tyson Lee Fielding
John Kermit Jacobi
Rhonda Peters Lathrop
CARALEE Kennedy
Adam O Ihasz
CARL ALEX CASCELLA
Peter Brownlow Christenson
James P Coleman
ANTHONY LOPOPOLO
CHARLES ERIC RIGGIN
MARK PATRICK MCCORMACK
MICHAEL PAUL LAFATA
JEREMIAH MAXWELL EVARTS
WILLIAM LEO HADDEN
A. NICHOLAS STROM-OLSEN
Michael Lee Gardner
Brian Vargo
Cody David Edward Crossman
AARON JOSEPH FAGAN
DOUGLAS WILLIAM KEENHOLTS
DENNIS PATRICK FAGAN
Ellen Jean Bauers
DIONE LEE RAMSDILL
DONALD CHARLES REUTEMANN
DAVID LEWICKI
ELIZABETH ANN HOFFMAN
MICHAEL JOSEPH PELELLA
CRAIG GERALD FITZPATRICK
CHARLES REUTEMANN
THOMAS L DOLIN
RYAN ROY
Nicolas D De Troye
PAUL J WILDERS
Andrew J Bullock
LEE WILSON
Brian Mohan
CARRIE LYNN BENSON
JONATHAN J. TAMUL
John CHARLES Petersen
DANIEL P VARTIGIAN
ANNMARIE FRANKE-SUARATO
SCOTT DAVID CALHOUN
ERICK LIEF RICHARDSON
Christine Elizabeth Ormsbee
JAMES E COKER
Shireen M Kafiluddi
Matthew John Gallant
Laurie Schlossberg
Desmond Homero Tavera
Meghan M Pendergast
Taylor E. Hart
Deborah Kiley Corbari
Michael Dierolf
Victoria Joan Silaika
CORY ANN TELEISHA
NUALA E BLANCHARD
MICHAEL JOSEPH O'TOOLE
TODD EDWARD SILAIKA
Timothy William Irwin
MORGAN P BROOKS
Marcel Pennartz
Kenneth JOSEPH Gallant
John Gaynor Walsh
ELIZABETH ANNE CHARRON
David Schaffer
Ryan J Shanahan
DESIREE A MONAHAN
Chase Porter Carroll
Robert Adams
MICHAEL JOHN BRUNELL
HOWARD VICTOR KIBRICK
FRANK THOMAS GUIFFRE
Jessica Marie Preville
Joseph M McDonald
Sarah White
NICHOLAS R STARK
CHRISTINE ELIZABETH MALMBORG
Michael Gregory Stanton
RICHARD JOHN DIMAGGIO
Christopher Daniel Marino
BELINDA S KUCHARSKI

Within 25 miles of Eagle Bridge, NY, Best Investors lists 85 registered investment advisory firms with 163 offices nearby, managing about $11.2T in combined regulatory AUM across 3,056,153 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 Eagle Bridge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM