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Best financial advisors in Haverstraw, NY

Registered advisers within 25 miles of Haverstraw, NY.

Offices
1,558
Firms
762
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,719 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD INVESTMENT ADVISORS, LLC
NCM CAPITAL MANAGEMENT, LLC
WEALTH FLOW PARTNERS
JOSEPH P. LUCIA & ASSOCIATES, LLC
PAVISE CAPITAL MANAGEMENT LLC
OLYMPUS CAPITAL HOLDINGS ASIA LLC
KINGSLAND INVESTMENTS
CANNISTRA FINANCIAL ADVISORS INC.
AMERITAS ADVISORY SERVICES, LLC
CLARITY INVESTMENTS + PLANNING LLC
KESTRA ADVISORY SERVICES, LLC
FINANCIAL PLANNING ASSOCIATES, LLC
HALYARD ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROWNSON, REHMUS & FOXWORTH, INC.
OSAIC WEALTH, INC.

Investors

CHERYL LOMBARDONI
DOUGLAS VERDUIN
TAYLOR J. THOMAS
NICHOLAS SEBASTIAN LAVERGHETTA
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
VICTOR JOSEPH CANNISTRA
RICHARD LAWRENCE BROWN
ANTONIA SEESINK CLEARWATERS
MATTHEW LAURENCE
ANTONIO ANGELO TADDEO
Joanna Kim
MICHAEL PAUL MAZZILLI
DANIEL WALTER SAALMAN
MATTHEW JOHN FALLON
SHIVA PRASHANT BHASHYAM
VICTOR M MELENDEZ
James M Dieguez
EVAN C ROSS
JESUS E LOPEZ
ANIL SINGH
JONATHAN DICENT
DONALD MICHAEL VUJNOVICH
MICHAEL SCOTT SETTLER
JOSEPH JAMES FARRELL
Christian Blaze Iurato
Marc Robert Rienas
JOSHUA DANIEL BROWN
RONALD ALSTON RIENAS
ROBERT GREGORY MENNONA

Within 25 miles of Haverstraw, NY, Best Investors lists 762 registered investment advisory firms with 1,558 offices nearby, managing about $19.5T in combined regulatory AUM across 3,158,719 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 Haverstraw

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM