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Best financial advisors in Lake Katrine, NY

Registered advisers within 25 miles of Lake Katrine, NY.

Offices
109
Firms
47
Combined AUM
$9.23T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,531,940 clients when Item 5C has a number
Avg / client
$3.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
PROSPECT STREET HOLDINGS, LLC
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Investors

Erin Mary Clancy
Cory J Espejo
Jennifer M Harrigfeld
MICHAEL WILLIAM RISKO
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak
TIMOTHY JOHN BARTHOLOMEW
ANDREW EUGENE WILLIAMS
BRIAN C GINTY
RICHARD JOHN JEFFREYS
John Rahe
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
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
Alex Sette
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
STEPHEN MEHDI HAKIM
STEPHEN J MAZZEI
WILLIAM PETER ZAIMES
Michael Ferraro
GERALD WALLACE SANBORN
ERNEST RAYMOND SELKE
PAUL RICHARD CONTE
DAVID ARTHUR GAGNON
STEVEN PAUL DAWSON

Within 25 miles of Lake Katrine, NY, Best Investors lists 47 registered investment advisory firms with 109 offices nearby, managing about $9.23T in combined regulatory AUM across 2,531,940 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 Lake Katrine

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