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Best financial advisors in Garrison, NY

Registered advisers within 25 miles of Garrison, NY.

Offices
603
Firms
218
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,318 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

HUDSON PORTFOLIO MANAGEMENT LLC
PRENTICE INVESTMENT MANAGEMENT, LLC
MAGNOLIA CAPITAL MANAGEMENT
LUNIN-PACK PLANNING AND ADVICE, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
PFS INVESTMENTS INC.
EDWARD JONES
JOSEPH P. LUCIA & ASSOCIATES, LLC
OSAIC INSTITUTIONS, INC.

Investors

BYRON SCHOENDORF STINSON
TOYKEN YEE
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
Dawn Faigle
NOAH Mahlon EBERHART
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez
DANIEL VINCENT GIAIMO
PATRICK LENNON
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
Robert Peter Priore
Michael Peter Sarubbi
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
Marie Agnes Green
Paul Koerner
Benito Moneta
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO
Anthony Vito DiGennaro
Charles Ryan Betcher
ZACHARY NJOGA

Within 25 miles of Garrison, NY, Best Investors lists 218 registered investment advisory firms with 603 offices nearby, managing about $12.6T in combined regulatory AUM across 2,761,318 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 Garrison

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