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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

KEY INVESTMENT SERVICES LLC
THE AMERIFLEX GROUP
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
MATSON FINANCIAL ADVISORS, INC.
JOSEPH P. LUCIA & ASSOCIATES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Colton William Crump
ANTHONY JOSEPH BARRESE
Alex Barrese
JONATHAN PHILIP MEIER
CHRISTOPHER C PENA
Christopher Ryan DeForest
Mitchell R Zapka
RHONDA LEE VIAPIANO
MICHELLE L REIHBANDT
ARTHUR DAVID STERN
MARGARET LOUISE MCLUCAS
JOHN ARTHUR HIGBEE
Cynthia Troeger
MARISSA INTERRANTE
FREDERICK PAUL WOODS
RICHARD DANIEL MARR
Christine Lynn Klee
SHAHEEN E SOLTANKHAH
Melanie Julia Hammond
KENNETH KIRK BEESMER
ERIC MARK JOHNSON
MICHAEL ANTHONY BAPTISTE
RICHARD JOHN JEFFREYS
John Rahe
MICHAEL JOHN MATSON
AUDREY KAY HIMEBAUGH
Kyle Matson
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
Daniel P Lariccia
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
Alex Sette
ANTONIO SEBASTIAN DISPENSA
GRANT HARTMAN ULRICK
TIMOTHY JOHN BARTHOLOMEW
LYNN CAROL DILLEY
GEORGE SCHOTT
Brian Tabanski
JOSEPH HENRY KABULIS
CAROL UPTON CRAIN
RALPH FRANCIS SGAMMATO
Sandi Richards Forman
CHARLES GERALD HICKEY
JAMES T CLIFFORD
GREGORY LYDELL ASHE
MICHAEL JOHN CSONTOS
THOMAS JOEL LOFTIN
WILLIAM JOHN MITCHELL
CHRISTOPHER J HOWARD
SCOTT SEBASTIAN MITCHELL
FRANK JOSEPH GAVEL
Peter Mars Arnold
CHARLES DICK MEADE
KENNETH LAWRENCE HANDWERKER

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