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Best financial advisors in Mac Dougall, NY

Registered advisers within 25 miles of Mac Dougall, NY.

Offices
55
Firms
29
Combined AUM
$6.12T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,518,793 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
PRINCIPAL SECURITIES, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

PAMELA M TIERNEY
Joseph C Hayes
JAMES GORDON DURSO
Donald Paul Rayburn
DAVID J DERADDO
Paul Michael Kato
Adam Rayburn
BRIAN DAVID HOPPER
Henry John Sandlas
Gregory F Schmitter
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
JASON GERALD SWARTLEY
AMY SARA FORSLIND KANE
DAVID RHYS EICHENHOFER
ROBERT THOMAS KOCZENT
William B Henry
Benaiah James Henry
SCOTT F HURLBUT
MANDA ADELE LEWIS
Michael Steven Strong
LUCAS C HERRINGTON
COLTON EDWARD HERRINGTON
KYLE EDWARD HERRINGTON
RORDAN LEE HART
EARL E PHILLIPS
Christopher Wayne Rheaume
DANIEL RAYMOND CUDDY

Within 25 miles of Mac Dougall, NY, Best Investors lists 29 registered investment advisory firms with 55 offices nearby, managing about $6.12T in combined regulatory AUM across 1,518,793 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 Mac Dougall

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM