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Best financial advisors in Lake Peekskill, NY

Registered advisers within 25 miles of Lake Peekskill, NY.

Offices
785
Firms
330
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,535 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SPIRE WEALTH MANAGEMENT, LLC
FOCUSED WEALTH MANAGEMENT, INC.
SAW MILL CAPITAL L.L.C.
STRATEGIC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORTIS CAPITAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LT ADVISORS LLC
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
GUARDIAN WEALTH PARTNERS, LLC
MML INVESTORS SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC

Investors

TAYLOR JENARO COOMBS
ANTHONY ORTIZ
DEREK V PINELLI
ROBERT MOWBRAY COOMBS
David A Speranza
MARIA L Sciuto
ASHLEY SQUILLACE
CHARLES STEVEN YARNOLD
Anthony DiCapua
RYAN MATTHEW SWANSON
JOHN LOUIS DEL BENE
PHILIP JOSEPH DEANGELO
MICHAEL RICHARD PASSANTE
JACOB MICHAEL BRETT
Maria Fernanda Manrique Alvarez
Patrick Andrew Shea
Matthew Joseph Wyant
ZACHARY Michael MANHEIM
ANTHONY JOHN DARIA
ALEX SOCOLOF
DAVID MARC KLEINER
DAVID CLEARY
Pauline M Honecker
Michael F Lipani
Christopher Kelly
Fernando A Remigio
Matthew James Lodato
John Doran
DENNIS MICHAEL TRACY
LAWRENCE SCOTT TANKEL
SIMON WEINSTOCK
YEHUDA LEIB FLOHR
Aaron Glauber
Joseph Theodore Mecenas
Hayden Bell
Charles L Blue
SCOTT CHARLES MORROW
LAWRENCE SCOTT VANDEMARK
Augusto Pasquale La Torre

Within 25 miles of Lake Peekskill, NY, Best Investors lists 330 registered investment advisory firms with 785 offices nearby, managing about $16.2T in combined regulatory AUM across 3,144,535 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 Peekskill

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM