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Best financial advisors in Greenwood Lake, NY

Registered advisers within 25 miles of Greenwood Lake, NY.

Offices
652
Firms
203
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
1.82M
1,818,939 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MAGELLAN FINANCIAL SOLUTIONS LLC
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AEGIS CAPITAL CORP.
MBX CAPITAL
WEALTHCARE ADVISORY PARTNERS LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
L&L PARTNERS WEALTH MANAGEMENT, LLC

Investors

Peter William Sears
CRISTIAN BIONDI
RAUL PETER BERINA
SUSAN PERRY
HARVEY LEE BOWKS
Ryan Bedross
Joseph Earl Schaefer
Ryan P O'Leary
DENNIS NICHOLAS CORDOVA
CHRISTOPHER PETER LARKIN
ANN MARIE MOORE
ROBERT GERARD COFFEY
BRENDAN JAMES BOGART
MARK WILLIAM LANGE
MARVA BRITTON
Kenneth Joseph Quazza
ANTHONY CLINO PESCE
Dominic Alexander Loughlin
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
CHRISTINE WEBER
ROHAN GEORGE JAMES
PAUL DAVID DIAZ
ANTHONY ROBERT SICILIANO
STEPHEN PATOTA
JOHN SAMUEL DECORSO
HOWARD GERSHMAN
JEROME CASOLA
MARTINO SICILIANO
DAVID ROSNER
AJET METALIAJ
DANIEL LOUIS LOFRESE

Within 25 miles of Greenwood Lake, NY, Best Investors lists 203 registered investment advisory firms with 652 offices nearby, managing about $12.9T in combined regulatory AUM across 1,818,939 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 Greenwood Lake

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