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Best financial advisors in High Falls, NY

Registered advisers within 25 miles of High Falls, NY.

Offices
179
Firms
64
Combined AUM
$9.43T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,652,169 clients when Item 5C has a number
Avg / client
$3.56M
Combined AUM ÷ clients

Nearby offices

Firms

CHARYBDIS INVESTMENTS INTERNATIONAL
THE AMERIFLEX GROUP
BENKEI ASSET MANAGEMENT
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
BLACK SEA GOLD ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MARSHALL + STERLING WEALTH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ANTHONY JOSEPH BARRESE
Alex Barrese
TAKUYA ARAI
RICHARD CHARLES DECKER
TAVISH LAIDLAW
Dave Grimes
Max William That
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
Peter Andrew LeRose
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
Svetlin Krastev
DANIEL MARK COUSE
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
JOHN RICHARD SENCHAK
MICHAEL AMBROSE RYAN
GERALD WALLACE SANBORN
ERNEST RAYMOND SELKE
STEVEN PAUL DAWSON
Alex Sette
BARBARA ANN GINTY
MARIANNE ELIZABETH HOBSON
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
Michael Ferraro

Within 25 miles of High Falls, NY, Best Investors lists 64 registered investment advisory firms with 179 offices nearby, managing about $9.43T in combined regulatory AUM across 2,652,169 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 High Falls

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM