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Best financial advisors in Marlboro, NY

Registered advisers within 25 miles of Marlboro, NY.

Offices
245
Firms
81
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,723,999 clients when Item 5C has a number
Avg / client
$3.76M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.
EAGLE STRATEGIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC

Investors

Alexander Scott Morphet
STEVEN BRIAN JONES
JUSTIN JAMES SEMKE
Mark Benjamin Cukaj
MARTIN CUKAJ
Peter Andrew LeRose
LAURIE ANN BRENT SCHIAVONE
MICHAEL VINCENT PORPORA
KENNETH GARY COPANS
Gerard MICHAEL MORRA
AMAN GOEL
CHRISTOPHER TUCCIARIELLO
KEVIN JAMES MULQUEEN
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS
RICHARD CHARLES DECKER
TAVISH LAIDLAW
Dave Grimes
Max William That
Anibal Cruz
JAMES SCOTT MARXER
Dominick E Profaci
Chelsea T Hanlon
Thomas E Stritt
GREGORY GEORGE ANTONAKOS
Lucas William Ward
PHILLIP IAN WILLIAMS
Bryan Rourke
BRANDON TYLER VANCE
Mana Sims
KENNETH BRUCE LEMENZE

Within 25 miles of Marlboro, NY, Best Investors lists 81 registered investment advisory firms with 245 offices nearby, managing about $10.2T in combined regulatory AUM across 2,723,999 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 Marlboro

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