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Best financial advisors in Hopewell Junction, NY

Registered advisers within 25 miles of Hopewell Junction, NY.

Offices
304
Firms
109
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,750,007 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

MOUNTAIN PASS PLANNING
EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
EQUITY SERVICES, INC.
LPL ENTERPRISE, LLC
FSC WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
MURPHY WEALTH MANAGEMENT GROUP
CETERA INVESTMENT ADVISERS LLC

Investors

JAMES JOHN DEVICO
John Leigh
David W Murry
LYNN MEREDITH BRABAN
BRIAN EDWARD GAINE
MICHAEL WILLIAM BAKKER
WILLIAM ANTHONY DWYER
JOSEPH PILLOT
VINCENT THOMAS TROVATO
GREGORY GEORGE ANTONAKOS
Lucas William Ward
KENNETH BRUCE LEMENZE
BRANDON TYLER VANCE
Mana Sims
Thomas E Stritt
MICHELLE PAULETTE HAASS
LAURIE ANN BRENT SCHIAVONE
LYLE CURTIS ROBERTS
JAMES MICHAEL COMBLO
Elizabeth Tatis Arcara
JEFFREY ARNOLD SCOTT
RICHARD ALLEN
SAMUEL ALLEN
CONNOR PETER BRIGGS
Matthew Francis Brady
DANIEL JAMES MURPHY
SCOTT RICHARD RUPPERT
GEORGE POGYO
KEITH MICHAEL PRESTON
CHARLES PROBART MEDLICOTT
ANDREW Charles MEDLICOTT
CALVIN EUGENE NELSON
CHARU ASHAR

Within 25 miles of Hopewell Junction, NY, Best Investors lists 109 registered investment advisory firms with 304 offices nearby, managing about $11.8T in combined regulatory AUM across 2,750,007 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 Hopewell Junction

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