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Best financial advisors in Hyde Park, NY

Registered advisers within 25 miles of Hyde Park, NY.

Offices
186
Firms
68
Combined AUM
$9.40T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,650,407 clients when Item 5C has a number
Avg / client
$3.55M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LIFEMARK SECURITIES CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
BANTAM INC.
B. RILEY WEALTH ADVISORS, INC.
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MARSHALL + STERLING WEALTH ADVISORS, INC.
PFS INVESTMENTS INC.

Investors

JOHN RICHARD SENCHAK
JAMES SCOTT MARXER
SAMANTHA BRANDON BEVERLEY
Peter Stephen Russell
LYNDA ANN BEISNER
LISA A TEVNAN
OMAR BENVENUTO CARNECCHIA
JOHN JOSEPH DUVAL
WILLIAM DONALD DUNSTAN
ALEXANDER PETER FREDERICK
DAVID WILLIAM FREDERICK
Dominick E Profaci
Chelsea T Hanlon
ROBERT WAYNE TERRY
MARK JOSEPH VESELY
Mark Joseph Vesely
PATRICK JOHN FORD
CARLOS ANTONIO PEREZ
MICHAEL STAREGO
MICHAEL HENRY BAUTISTA
STEVEN MICHAEL KNAPP
Collin Patrick Ford
SARAH ASHLEY BABCOCK
JOHN ANTHONY VITA
John Anthony Vita
DANIEL TARRANT
Adam Breault
DANIEL GREGORY TUCKER
JAMES DAVID HASKINS
Stephen Anthony Valentino
CRAIG MATTHEW PESCE
TIMOTHY L PAULSON
Devin MICHAEL McGill
DEAN A LYSENKO
Kelsey Ruth Ponesse
Matthew Larkin DeHond
JESSE David UTTENDORFER
DAWN ANNE MCMENAMIN
JOHANNES DANKER BRAND
MICHAEL FERRARO RODRIGUEZ
MARK EDWARD CHOINSKI

Within 25 miles of Hyde Park, NY, Best Investors lists 68 registered investment advisory firms with 186 offices nearby, managing about $9.40T in combined regulatory AUM across 2,650,407 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 Hyde Park

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