Best financial advisors in Montgomery, NY

Registered advisers within 25 miles of Montgomery, NY.

Offices

195

Firms

69

Combined AUM

$9.57T

Firm-wide filings, not assets booked only here

Clients

2.72M

2,717,885 clients when Item 5C has a number

Avg / client

$3.52M

Combined AUM ÷ clients

Nearby offices

HV CAPITAL MANAGEMENT

2134 STATE ROUTE 208 SUITE 4
MONTGOMERY, NY 12549

CETERA INVESTMENT ADVISERS LLC

15 SCOTT'S CORNERS DRIVE
MONTGOMERY, NY 12549

CETERA INVESTMENT ADVISERS LLC

15 SCOTTS CORNER DRIVE
MONTGOMERY, NY 12549

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

LPL ENTERPRISE, LLC

3136 NYS RTE 207 SUITE 103
CAMPBELL HALL, NY 10916

PFS INVESTMENTS INC.

2277 GOSHEN TRPK BLDG B
MIDDLETOWN, NY 10941

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

LPL FINANCIAL LLC

276 ROUTE 17K
NEWBURGH, NY 12550-2318

EAGLE STRATEGIES LLC

255 ROUTE 17K
NEWBURGH, NY 12550

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

90 CRYSTAL RUN RD
MIDDLETOWN, NY 10941

KESTRA PRIVATE WEALTH SERVICES, LLC

90 Crystal Run Road Suite 101
Middletown, NY 10941

OSAIC WEALTH, INC.

33 AIRPORT CENTER DRIVE SUITE 105
NEW WINDSOR, NY 12553

STATE FARM INVESTMENT MANAGEMENT CORP.

6 Depot St Ste 105
Washingtonville, NY 10992

OSAIC WEALTH, INC.

79 EAST MAIN STREET
WASHINGTONVILLE, NY 10992

GREAT PATH PLANNING

12 SCOTCHTOWN AVE
GOSHEN, NY 10924

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

Firms

HV CAPITAL MANAGEMENT

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

LPL ENTERPRISE, LLC

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

EAGLE STRATEGIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KESTRA PRIVATE WEALTH SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

GREAT PATH PLANNING

PRINCIPAL SECURITIES, INC.

Investors

MARK ALAN LAZARCZYK

Melissa J. Mineau

RONALD PAULY MAYFIELD

DERRIK ROBERT WYNKOOP

DAWN MARIE SWEED

Bonnie Jeanne Rule

SENTA LISA CURRAN

DARREN TODD MCCARTHY

PETER W MC CORMACK

Peter Edward Katenkamp

CHARLES FRANK JACKSON TWOGUNS

MARGARET M LUCIDO

DARRELL ANTHONY WILLIAMS

BRIAN FULTON CARTER

NEAL ALAN WINTER

SAL GERARD LUCIDO

KAREN ANN MORRIS

FRANK D MATTHEWS

THOMAS CARL AMMONS

MATTHEW JAY CARUSO

ALBERT JOHN DELORENZO

SCOTT THOMAS KENDRICK

ALLISON L GAUDIO

Ryan John Coakley

Steven Campione

Grace Craig Lutfy

Gregory JOSEPH Lutfy

Thomas J McGimpsey

KEVIN JAMES REGAN

DAVID JOSEPH KELLER

Kieran P Kreider

JANNINE MARISA BARBOSA

WILLIAM JOSEPH KRIVICICH

MICHAEL VINCENT PORPORA

Janine Michelle Peck

PAUL JOSEPH FERRIGNO

NICHOLAS MIRECKI

PATRICK M FERRIGNO

GREGORY MIRECKI

NICOLETTE JOAN HARNEY

CHRISTOPHER CRAIG POLLARD

SAMUELE DRAGONE

CONNOR JAYMES COYLE

Within 25 miles of Montgomery, NY, Best Investors lists 69 registered investment advisory firms with 195 offices nearby, managing about $9.57T in combined regulatory AUM across 2,717,885 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 Montgomery

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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