Best financial advisors in Johnson, NY

Registered advisers within 25 miles of Johnson, NY.

Offices

120

Firms

45

Combined AUM

$7.93T

Firm-wide filings, not assets booked only here

Clients

1.25M

1,250,558 clients when Item 5C has a number

Avg / client

$6.34M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

16 DEWITT RD
SUSSEX, NJ 07461-3704

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

90 CRYSTAL RUN RD
MIDDLETOWN, NY 10941

KESTRA PRIVATE WEALTH SERVICES, LLC

90 Crystal Run Road Suite 101
Middletown, NY 10941

STATE FARM INVESTMENT MANAGEMENT CORP.

244 W Main St
Goshen, NY 10924

ORANGE INVESTMENT ADVISORS, INC.

117 GRAND STREET, 2ND FLOOR
GOSHEN, NY 10924

ORANGE INVESTMENT ADVISORS, INC.

117 GRAND STREET SUITE 201
GOSHEN, NY 10589

J.P. MORGAN SECURITIES LLC

100 CANAL STREET
GOSHEN, NY 10924

RAYMOND JAMES & ASSOCIATES, INC.

500 CANAL STREET
GOSHEN, NY 10924

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

10.1 miles away

CETERA INVESTMENT ADVISERS LLC

29 ST JOHN STREET
GOSHEN, NY 10924

10.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

25 MAIN ST STE 3-2
GOSHEN, NY 10924-2144

10.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

210 Main Street
Goshen, NY 10924

10.3 miles away

OSAIC INSTITUTIONS, INC.

252 Main St
Goshen, NY 10924

10.4 miles away

GREAT PATH PLANNING

12 SCOTCHTOWN AVE
GOSHEN, NY 10924

10.5 miles away

PFS INVESTMENTS INC.

2277 GOSHEN TRPK BLDG B
MIDDLETOWN, NY 10941

10.9 miles away

LPL FINANCIAL LLC

13 WHEELER AVE
WARWICK, NY 10990

LPL ENTERPRISE, LLC

20 SPRING STREET SUITE 1A
WARWICK, NY 10990

PRIVATE ADVISOR GROUP, LLC

28 Rail Road Ave Suite 2B
Warwick, NY 10990

11.1 miles away

EDWARD JONES

8 FORESTER AVENUE SUITE 100
WARWICK, NY 10990

11.1 miles away

MAGELLAN FINANCIAL SOLUTIONS LLC

13 OAKLAND AVENUE
WARWICK, NY 10990

11.2 miles away

Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KESTRA PRIVATE WEALTH SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

ORANGE INVESTMENT ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC INSTITUTIONS, INC.

GREAT PATH PLANNING

PFS INVESTMENTS INC.

LPL ENTERPRISE, LLC

PRIVATE ADVISOR GROUP, LLC

MAGELLAN FINANCIAL SOLUTIONS LLC

Investors

JOSEPH LOUIS KOPEC

SCOTT THOMAS KENDRICK

ALLISON L GAUDIO

Ryan John Coakley

Steven Campione

Grace Craig Lutfy

Gregory JOSEPH Lutfy

Thomas J McGimpsey

KEVIN JAMES REGAN

DAVID JOSEPH KELLER

Kieran P Kreider

JANNINE MARISA BARBOSA

WILLIAM JOSEPH KRIVICICH

Brent Thomas Mentro

DAVID DOMINIC PANEBIANCO

SVIATLANA MASLAVA

MICHAEL MAURICE RUNDLE

JAMES MATTHEW SERKES

Bryan Scott Scheels

CHARLES JOHN RAND-RICCARDI

Hillary Esther Martinez

STEVEN RICHARD MAURER

STEPHEN RICHARD SOPER

Curt Arri Schultzberg

Kashif Akbar Ali

Eric S. Sappington

JENNIFER SOFIA PUCCI

JASON MATTHEW PUCCI

JAMES MARTIN PUCCI

THOMAS CARL AMMONS

NOEL COURTNEY SPENCER

BRYAN WHIPPLE COVERT

RICHARD PAUL MARTIN

JACOB DANIEL DUNLAP

Bette Ellen Weiss

MICHAEL A COLLINS

JENNIFER PAOLICELLI

MELISSA L HOURIHAN

PAUL FRANCIS CAMMARERI

John Andrew McLoughlin

Nicholas Edward Shala

JASON ANDREW NETROSIO

CHRISTOPHER CRAIG POLLARD

CHARLES FRANK JACKSON TWOGUNS

MARGARET M LUCIDO

DARRELL ANTHONY WILLIAMS

BRIAN FULTON CARTER

NEAL ALAN WINTER

SAL GERARD LUCIDO

KAREN ANN MORRIS

FRANK D MATTHEWS

CHRISTOPHER PETER LARKIN

ANN MARIE MOORE

DENNIS NICHOLAS CORDOVA

Joseph Earl Schaefer

RAUL PETER BERINA

Within 25 miles of Johnson, NY, Best Investors lists 45 registered investment advisory firms with 120 offices nearby, managing about $7.93T in combined regulatory AUM across 1,250,558 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 Johnson

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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