Best financial advisors in Maybrook, NY

Registered advisers within 25 miles of Maybrook, NY.

Offices

222

Firms

73

Combined AUM

$9.56T

Firm-wide filings, not assets booked only here

Clients

2.72M

2,718,292 clients when Item 5C has a number

Avg / client

$3.52M

Combined AUM ÷ clients

Nearby offices

HV CAPITAL MANAGEMENT

2134 STATE ROUTE 208 SUITE 4
MONTGOMERY, NY 12549

CETERA INVESTMENT ADVISERS LLC

15 SCOTT'S CORNERS DRIVE
MONTGOMERY, NY 12549

CETERA INVESTMENT ADVISERS LLC

15 SCOTTS CORNER DRIVE
MONTGOMERY, NY 12549

OSAIC WEALTH, INC.

33 AIRPORT CENTER DRIVE SUITE 105
NEW WINDSOR, NY 12553

LPL FINANCIAL LLC

276 ROUTE 17K
NEWBURGH, NY 12550-2318

EAGLE STRATEGIES LLC

255 ROUTE 17K
NEWBURGH, NY 12550

OSAIC WEALTH, INC.

79 EAST MAIN STREET
WASHINGTONVILLE, NY 10992

STATE FARM INVESTMENT MANAGEMENT CORP.

6 Depot St Ste 105
Washingtonville, NY 10992

LPL FINANCIAL LLC

953 ROUTE 300
NEWBURGH, NY 12550

EDWARD JONES

297 SOUTH PLANK ROAD
NEWBURGH, NY 12550

LPL FINANCIAL LLC

801 AUTO PARK PL
NEWBURGH, NY 12550

B. RILEY WEALTH ADVISORS, INC.

484 TEMPLE HILL ROAD SUITE 106
NEW WINDSOR, NY 12553

EAGLE STRATEGIES LLC

460 TEMPLE HILL ROAD
NEW WINDSOR, NY 12553

MML INVESTORS SERVICES, LLC

400 Auto Park Pl Ste 202
Newburgh, NY 12550

J.P. MORGAN SECURITIES LLC

201 AUTO PARK PLACE
NEWBURGH, NY 12550

ALLSTATE FINANCIAL ADVISORS, LLC

53 Route 17K Ste 10
Newburgh, NY 12550-3922

TRUNORTH FINANCIAL LLC

1153 Union Ave
Newburgh, NY 12550

STATE FARM INVESTMENT MANAGEMENT CORP.

164 Temple Hill Rd
New Windsor, NY 12553

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

500 STONY BROOK CT SUITE 1 [SATELLITE]
NEWBURGH, NY 12550

SPIRE WEALTH MANAGEMENT, LLC

100 STONY BROOK CT
NEWBURGH, NY 12550

Firms

HV CAPITAL MANAGEMENT

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

EAGLE STRATEGIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

B. RILEY WEALTH ADVISORS, INC.

MML INVESTORS SERVICES, LLC

J.P. MORGAN SECURITIES LLC

ALLSTATE FINANCIAL ADVISORS, LLC

TRUNORTH FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

SPIRE WEALTH MANAGEMENT, LLC

Investors

MARK ALAN LAZARCZYK

Melissa J. Mineau

RONALD PAULY MAYFIELD

DERRIK ROBERT WYNKOOP

DAWN MARIE SWEED

MICHAEL VINCENT PORPORA

MATTHEW JAY CARUSO

ALBERT JOHN DELORENZO

PAUL JOSEPH FERRIGNO

NICHOLAS MIRECKI

PATRICK M FERRIGNO

GREGORY MIRECKI

NICOLETTE JOAN HARNEY

Janine Michelle Peck

SCOTT CHARLES MORROW

LAWRENCE SCOTT VANDEMARK

Nicholas Scott Brown

Vincent Thomas Coscette

KENNETH GARY COPANS

Gerard MICHAEL MORRA

CHRISTOPHER TUCCIARIELLO

KEVIN JAMES MULQUEEN

Joseph Theodore Mecenas

Augusto Pasquale La Torre

PHILLIP IAN WILLIAMS

TAYLOR JENARO COOMBS

DEREK V PINELLI

ROBERT MOWBRAY COOMBS

David A Speranza

Within 25 miles of Maybrook, NY, Best Investors lists 73 registered investment advisory firms with 222 offices nearby, managing about $9.56T in combined regulatory AUM across 2,718,292 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 Maybrook

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM