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Best financial advisors in Monsey, NY

Registered advisers within 25 miles of Monsey, NY.

Offices
2,894
Firms
1,776
Combined AUM
$32.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,213,783 clients when Item 5C has a number
Avg / client
$10.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
INTEGRATED FINANCIAL CONSULTING, LLC
INTEGRITY ADVISORY SOLUTIONS
J.P. MORGAN SECURITIES LLC
VINEYARD QUANT MANAGEMENT LLC
DOVERMONT WEALTH & TAX SOLUTIONS
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
VALHUM ASSET MANAGEMENT, LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
CITIGROUP GLOBAL MARKETS INC.
PARK AVENUE SECURITIES LLC
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
G.B. ALLEN ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

Investors

David S Laster
Allen S Laster
Jeffrey R Astor
Yitzchak Felberbaum
JAMES MARC VORCHHEIMER
Miriam Abraham
Adam Rosenblatt
Fatima B Ali Muhammed
LAWRENCE JAN ROSEN
ORAN YACOBI
LOUIS D ORAZIO
BARRY STUART GOLDBERG
PAUL VINCENT ORAZIO
NEAL ALAN DEUTSCH
Steven Fuchs
LANCE NAT MILLMAN
MICHELLE TOBI ROSENBERG
BRIAN CHARLES CAMERON
MICHAEL SACCARDO
MORDECHAI MEISELS
Thomas Christopher Bell
MICHAEL EMR
KENNETH SCOTT BOTWINICK
GREGORY MICHAEL EMR
ELIZABETH ANN EMR
ANNE KAREN CASTRO
Dale Perez
David Imrith
BRIAN ALLEN DOWERY
Michael Lentini

Within 25 miles of Monsey, NY, Best Investors lists 1,776 registered investment advisory firms with 2,894 offices nearby, managing about $32.7T in combined regulatory AUM across 3,213,783 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 Monsey

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM