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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
PORTFOLIO STRATEGIES INC NY
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
GWN SECURITIES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMBERIATE, LEONARD B.
OSAIC INSTITUTIONS, INC.
CENTURY ADVISORY GROUP, LLC
ACTIVE WEALTH ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Jason Michael Lilli
Zev Katz
Aron Soifer
Paul Koerner
Benito Moneta
Joseph S. Dailey
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
SUSAN LINDA FRENKEL
MELISSA M BLASZCZYK
LEE RICHARD ROSENWASSER
FRAN MARCIE WOLFSON-KEEGAN
James Paul Purcell
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO
DOMENICK C SAGLIMBENI
JOSEPH Nicholas RUSSELL
RUBEN E BAKHASH
JOSHUA F BAKHASH
MICHAEL GEORGE BOTWINICK
Brandon Andrew Sack
WILLIAM JOHN O'DOHERTY
MICHAEL JAMES MCGEE
PETER RICHARD MANKE
Rocco Cooper Degregorio
TIMOTHY LYNN CAMPBELL