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Best financial advisors in Millwood, NY

Registered advisers within 25 miles of Millwood, NY.

Offices
1,787
Firms
951
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,252,974 clients when Item 5C has a number
Avg / client
$6.52M
Combined AUM ÷ clients

Nearby offices

Firms

UNIFIED RETIREMENT PLANNING GROUP
PFS INVESTMENTS INC.
SPC
SAMALIN WEALTH
KESTRA ADVISORY SERVICES, LLC
CHIASMUS CAPITAL LLC
WESFAIR ADVISORY GROUP, INC.
STRATEGIC ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
FINANCIAL ASSET MANAGEMENT CORP
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDENBROOK CAPITAL, LLC
KOHLBERG & COMPANY

Investors

PETER JAMES GALLAGHER
SANDRA GONZALEZ
SEARSANN ELIZABETH HIDALGO
EDWIN GONZALEZ
SONJA LOUIS
THOMAS JOHN KNOESEL
CHRISTOPHER WINSON JUDGE
PATRICK CARL THUEMMEL
LAURANCE JAY KERSH
RONALD RICHARD SCHNEIDER
JOHN R FUSSELL
ANDREW EVAN SAMALIN
THOMAS JAMES BEATTIE
ALEX M PIDHORODECKYJ
SCOTT ANTHONY LOPRESTI
DEAN J DIPIERRO
Jacob Hadad
DANIEL JOHN GRIFFIN
DEREK ADNAMS
JOHN J. HAYES
NICOLE MARIE LOPEZ
HERNANDO PAREDES
JOSEPH VESSECCHIA
THOMAS M. FOX
ALEX WEST
DIEGO ARMANDO CHALCO
BRIDGET T. DEVERNA
ALEC CHEVREUX
JUDIN PIERRE LOUIS
SAVAHN STEADMAN
ANGELO DE LEON
GREGORY GIANDALONE
CAROLINE MARIA BRAVO
MAURA SAYERS
KRISTA COLLINS
JOHN MAGLIULA
TYLER RESCHKE
KERRI LYNN KIMBALL
Daniel Hasa
Daniel Borgia
Edward Salim Hadad
VIKTORIA KAMIN
SCOTT MITCHEL KAHAN
Benjamin Harrison
LJINDON VUKDEDAJ
Carlos M Villar
FRANK MICHAEL BARONE
Luigi Muccitelli
Baishi Wang

Within 25 miles of Millwood, NY, Best Investors lists 951 registered investment advisory firms with 1,787 offices nearby, managing about $21.2T in combined regulatory AUM across 3,252,974 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 Millwood

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