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Best financial advisors in Lagrangeville, NY

Registered advisers within 25 miles of Lagrangeville, NY.

Offices
257
Firms
90
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,722,120 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL ENTERPRISE, LLC
EQUITY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.
SEAHORSE FINANCIAL ADVISERS INC.
HANSEATIC CORPORATION
MOUNTAIN PASS PLANNING

Investors

ERIC THOMAS TRADITI
Vaughn Feighan
ERIC JOHN PLESE
Jeremy William Angevine
LYLE CURTIS ROBERTS
MICHELLE PAULETTE HAASS
Alexander Scott Morphet
STEVEN BRIAN JONES
JUSTIN JAMES SEMKE
Mark Benjamin Cukaj
MARTIN CUKAJ
LAURIE ANN BRENT SCHIAVONE
OMAR BENVENUTO CARNECCHIA
LYNDA ANN BEISNER
LISA A TEVNAN
Peter Stephen Russell
SAMANTHA BRANDON BEVERLEY
KENNETH BRUCE LEMENZE
BRANDON TYLER VANCE
Mana Sims
GREGORY GEORGE ANTONAKOS
Lucas William Ward
Dominick E Profaci
Chelsea T Hanlon
EDVARD JORGENSEN
SCOTT O WITHERSPOON
JAMES JOHN DEVICO

Within 25 miles of Lagrangeville, NY, Best Investors lists 90 registered investment advisory firms with 257 offices nearby, managing about $10.3T in combined regulatory AUM across 2,722,120 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 Lagrangeville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM