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Best financial advisors in Middletown, NY

Registered advisers within 25 miles of Middletown, NY.

Offices
114
Firms
48
Combined AUM
$9.33T
Firm-wide filings, not assets booked only here
Clients
1.18M
1,184,432 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

Jason Perry
Anthony Perez
Tamara Daria Washalski
PAUL FRANK DELNEGRO
JEFFREY LITTLE
Stephanie Raine DeAngelis
Luigi James Fratto
Shawn William Behrent
Louis Joseph Algiere
Christopher Petrollese
Ashley Nicole Magen
Thomas Gunton Budington
Erick Edward Eichner
John Paul Recine
Steven J Trotta
JOSEPH JOHN CAMPANELLA
LEONARD CURCIO
ANDREW G WEYANT
RICHARD PEREZ
PETER PHILLIP VANETTEN
NANCY FRANCIS WRIGHT
KARLA GALAZZO
MICHAEL DECKER
RACHEL HENDRICKS
MARY KAY MARTIN
MICHAEL ERIC BERLIN
Evan Kirsch
CONNOR JAYMES COYLE
Evan Kowalczyk
MILES ANTHONY
SAMUELE DRAGONE
THOMAS CARL AMMONS
SCOTT THOMAS KENDRICK
ALLISON L GAUDIO
Ryan John Coakley
Steven Campione
James Finnegan
Grace Craig Lutfy
Gregory JOSEPH Lutfy
Thomas J McGimpsey
KEVIN JAMES REGAN
DAVID JOSEPH KELLER
James J Bannon
Kieran P Kreider
JANNINE MARISA BARBOSA
Sarah DeGraw
WILLIAM JOSEPH KRIVICICH
Steven Candela
Derek S Dimino
Anthony Michael Tangredi
CHARLES FRANK JACKSON TWOGUNS
MARGARET M LUCIDO
DARRELL ANTHONY WILLIAMS
BRIAN FULTON CARTER
NEAL ALAN WINTER
PAOLO SAGGESE
DAVID ROSNER
SAL GERARD LUCIDO
KAREN ANN MORRIS
FRANK D MATTHEWS
NICHOLAS SIMON TUCK
ANTHONY LAWRENCE NATRELLA
WILLIAM JOHN NIEDERAUER
JESSICA XOCHITL LORUBBIO
ROBERT CEPEDA
ALEXANDER STUART TAUB
BRAD JOSEPH WHITTED
ALLEN MARSHALL ZICK
EDWARD M. LYNCH
THOMAS MICHAEL GORMAN
Brian Joseph Tegnander
Stephanie DeMatteo Manitaras
DIANE V. LINDSAY
ROGER ALLEN PIKUL
Daniel Louis Vobroucek
SANDEEPKUMAR MANGUBHAI PATEL
DARREN TODD MCCARTHY

Within 25 miles of Middletown, NY, Best Investors lists 48 registered investment advisory firms with 114 offices nearby, managing about $9.33T in combined regulatory AUM across 1,184,432 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 Middletown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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