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Best financial advisors in Monroe, NY

Registered advisers within 25 miles of Monroe, NY.

Offices
449
Firms
149
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,395,719 clients when Item 5C has a number
Avg / client
$7.51M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
GUARDIAN WEALTH PARTNERS, LLC
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
WEALTHCARE ADVISORY PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MBX CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
GREAT PATH PLANNING
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

DANIEL LOUIS LOFRESE
DOUGLAS MICHAEL STERNEMANN
Steven Lombardo
Michael Del Grosso
Edward Kerrisk
CRISTIAN BIONDI
Aaron Glauber
SIMON WEINSTOCK
YEHUDA LEIB FLOHR
MARVA BRITTON
Peter Joseph LoPresti
MARK WILLIAM LANGE
ROBERT GERARD COFFEY
Janine Michelle Peck
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
PAUL FRANCIS CAMMARERI
John Andrew McLoughlin
Nicholas Edward Shala
JASON ANDREW NETROSIO
BRYAN WHIPPLE COVERT
RICHARD PAUL MARTIN
JACOB DANIEL DUNLAP
Bette Ellen Weiss
MICHAEL A COLLINS
JENNIFER PAOLICELLI
Armando Merino
MELISSA L HOURIHAN
PETER JD DEDEL
CHRISTOPHER CRAIG POLLARD
DIANE V. LINDSAY
ROGER ALLEN PIKUL
Daniel Louis Vobroucek
SANDEEPKUMAR MANGUBHAI PATEL
DARREN TODD MCCARTHY
CONNOR JAYMES COYLE
Brian Joseph Tegnander
Stephanie DeMatteo Manitaras