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Best financial advisors in Millbrook, NY

Registered advisers within 25 miles of Millbrook, NY.

Offices
163
Firms
62
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,643,549 clients when Item 5C has a number
Avg / client
$3.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SEAHORSE FINANCIAL ADVISERS INC.
HANSEATIC CORPORATION
COMMONWEALTH FINANCIAL NETWORK
LIFEMARK SECURITIES CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BANTAM INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
D'ARCANGELO FINANCIAL ADVISORS, LLC

Investors

Kimberly Barnett
EDVARD JORGENSEN
WARREN MICHAEL COHEN
SAMANTHA BRANDON BEVERLEY
LYNDA ANN BEISNER
LISA A TEVNAN
OMAR BENVENUTO CARNECCHIA
Peter Stephen Russell
ERIC THOMAS TRADITI
Vaughn Feighan
JOHN JOSEPH DUVAL
ERIC JOHN PLESE
Jeremy William Angevine
MICHELE DIANE PRLICH
Dominick E Profaci
Chelsea T Hanlon
JUSTIN JAMES SEMKE
Mark Benjamin Cukaj
MARTIN CUKAJ
Alexander Scott Morphet
STEVEN BRIAN JONES
SANDRA CERQUEIRA
LYLE CURTIS ROBERTS
JAMES SCOTT MARXER
MICHAEL CHRISTOPHER BETROS
THOMAS EMEEL BETROS
Laura Michelle Betros
Olivia R Santora

Within 25 miles of Millbrook, NY, Best Investors lists 62 registered investment advisory firms with 163 offices nearby, managing about $9.37T in combined regulatory AUM across 2,643,549 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 Millbrook

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 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