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Best financial advisors in Livingston Manor, NY

Registered advisers within 25 miles of Livingston Manor, NY.

Offices
7
Firms
5
Combined AUM
$992B
Firm-wide filings, not assets booked only here
Clients
278K
278,429 clients when Item 5C has a number
Avg / client
$3.56M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

CRAIG DALE CRUMP
ALAN BURT GOODMAN
Samantha Loughlin
LORI CHRISTINE SIPOS
LINDA JANE BARRIGER
DANIEL MARK COUSE
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
CHARLES PETER GILBRIDE

Within 25 miles of Livingston Manor, NY, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $992B in combined regulatory AUM across 278,429 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 Livingston Manor

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 5 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM