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Best financial advisors in Goldens Bridge, NY

Registered advisers within 25 miles of Goldens Bridge, NY.

Offices
1,537
Firms
876
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,165,988 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ATWOB
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAUL M WILLIAMS LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CARMINUCCI WEALTH MANAGEMENT
WYSER-PRATTE MANAGEMENT CO., INC.
KNOX CAPITAL
COMMONWEALTH FINANCIAL NETWORK
CANNISTRA FINANCIAL ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JOHN RALPH NATALO
MICHAEL TOM
RICHARD TODD REBORI
Jay Allyn Durante
Steven G. Horowitz
Edward W. Dunn
Pieter Daniel Loots
Paul Michael Williams
PHILIP ERNST RICHTER
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla
MICHAEL RICHARD CARMINUCCI
DAMIAN PAUL PETTA
VICTOR JOSEPH CANNISTRA
RUSSELL EVAN GLICKSTERN
DAVID ROGER RABINAW
PATRICK JOSEPH DEVANEY

Within 25 miles of Goldens Bridge, NY, Best Investors lists 876 registered investment advisory firms with 1,537 offices nearby, managing about $21.7T in combined regulatory AUM across 3,165,988 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 Goldens 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 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