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Best financial advisors in Middle Grove, NY

Registered advisers within 25 miles of Middle Grove, NY.

Offices
194
Firms
77
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,155,428 clients when Item 5C has a number
Avg / client
$3.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KING WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
CANTY FINANCIAL MANAGEMENT, INC.
OSAIC WEALTH, INC.
QUARTZ PARTNERS INVESTMENT MANAGEMENT
SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
SAGE HILL ADVISORY AND MANAGEMENT LLC
EDWARD JONES
CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC
NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RBC CAPITAL MARKETS, LLC
SHADE TREE ADVISORS LLC

Investors

SHERRY ANN HOFFMAN
DANIEL PAUL GALE
PATRICIA MARIE WALTON
KENNETH JORMA TERPENING
JANE MARIE QUINN
JOLYN CONWAY SWEET
Sean Bradley Moynahan
NATHANIEL JAN KING
MICHELE MARIE MARTIN
RACHEL LEIGH ARATA
HARRISON XU
EDWARD JOSEPH CANTY
Joseph William Canty
WILLIAM JOSEPH CANTY
LAWRENCE JAY AGLER
ANDREA MARIE PEASE
NICHOLAS LYLE ROSEBROOK
SAMANTHA R THOMAS
JOSEPH WILLIAM ARENA
MARK JOSEPH LANDAU
KYLE PATRICK WEBBER
LUIS ENRIQUE SERVELLON
ROSS PAUL BRUNER
CHARLES THOMAS HOWARD
JOSHUA TYLER GILBERT
Pierre Duchmann
Jack Napoli Talarico
JAMES EDWARD RUTHERFORD
LAMBERT CADWALADER BUNKER
ANDREW CHARLES HOWARD
Benjamin Christian Gerald
MONTY Leon MCCURLEY
ANTHONY F SPENCER
STEPHEN HOWARD LULLA
MICHAEL J KULINSKI
CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER
William A Rauch
DAVID JONATHAN RATH
JENNIFER LINDSAY HENRY
Patrick William Kalish
ANDREW HEUSS
Benjamin Michael Guerin
TIMOTHY MICHAEL SMITH
ADAM FLETCHER DOIG
JAMES WILLIAM FLANAGAN
STEPHEN MATTHEW KYNE
Nicholas James Schultz
Matthew Oakley Moore
Heather Fox
JACQUELINE M Sheffer
JAMIE D ZAMANI
ERIN MARGARET SANTSPREE
LISA L SANTOS
MAUREEN K HULBERT
ANDREW KENNETH PLEAT
MARY THERESA GAVIN
ERIC BRIAN WILLIAMS
Adam Swartz
THOMAS P MCCORMICK
SALVATORE JOSEPH ROMANO
Brad F Wagner
Stephen Joseph Rosamino
Armando J Spring
D LEE MILLER
Shannon M Graziano
TIMOTHY TODD KATUSHA
ANDREW MICHAEL CHAPMAN
ROBERT MICHAEL SCHERMERHORN
AMANDA FRIEDMAN
DANIELLE LYNN CEFALU
JOHN DENNIS CARROLL
BENJAMIN JAY CHUCKROW
ROGER HARRIS SAKS
Thomas Biesemeyer
Olivia Lee Wood
STEPHEN MICHAEL CUTTING-MILLER
Ryan Patrick McLaughlin
AMY SUE SEAGROATT
THOMAS A BURKE
MATTHEW THOMAS LAWSON
JESSE OAK GEORGE
ADRIENNE MARIE KNAPP
KEITH R. EGBERT
KYLE PAUL BONI
John Gordon McCarthy
ABIGAIL P RAFFERTY
MARK CRAWFORD JENSEN
Madeline Grace Johnson
DANIEL LOVAGLIO
ZACHARY SCALA
Joshua Hipwell
BRIDGET HORAN
MATTHEW TODD SALISBURY
ANDREI A BELOV
Thomas Hogan
AMANDA ELISABETH PIERCE

Within 25 miles of Middle Grove, NY, Best Investors lists 77 registered investment advisory firms with 194 offices nearby, managing about $12.0T in combined regulatory AUM across 3,155,428 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 Middle Grove

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM