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Best financial advisors in Maryknoll, NY

Registered advisers within 25 miles of Maryknoll, NY.

Offices
1,789
Firms
942
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,163,074 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

SPC
KESTRA ADVISORY SERVICES, LLC
UNIFIED RETIREMENT PLANNING GROUP
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMBERIATE, LEONARD B.
ELM RIDGE MANAGEMENT, LLC
TD PRIVATE CLIENT WEALTH LLC
SAW MILL CAPITAL L.L.C.
STRATEGIC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

CHRISTOPHER WINSON JUDGE
SCOTT ANTHONY LOPRESTI
DEAN J DIPIERRO
PETER JAMES GALLAGHER
Carlos M Villar
FRANK MICHAEL BARONE
LJINDON VUKDEDAJ
SANDRA GONZALEZ
SEARSANN ELIZABETH HIDALGO
EDWIN GONZALEZ
SONJA LOUIS
THOMAS JOHN KNOESEL
Luigi Muccitelli
Baishi Wang
KATHRYN E PALAO
JOSEPH ANTHONY PASSANITI
MASATO MICHAEL TANI
FABIANA COELHO
ANTHONY JOHN DARIA
ALEX SOCOLOF
DAVID MARC KLEINER
DAVID CLEARY
JOHN LAURENCE LERNER
DENNIS RENEE ARNOLD
Nicholas Koenig
Wanda Vasse Koerner
Richard Joseph Nappi
David Toapanta
Paul Eshleman

Within 25 miles of Maryknoll, NY, Best Investors lists 942 registered investment advisory firms with 1,789 offices nearby, managing about $21.1T in combined regulatory AUM across 3,163,074 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 Maryknoll

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM