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Best financial advisors in Montrose, NY

Registered advisers within 25 miles of Montrose, NY.

Offices
1,441
Firms
721
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,014 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
KARAGOSIAN FINANCIAL SERVICES, INC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
HUDSON VIEW ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
COMBERIATE, LEONARD B.

Investors

ZACHARY NJOGA
GREGORY PAUL CARAGINE
SEAVER THOMAS WANG
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
PATRICK JAMES MCCARTHY
Peter James O'Connor
MATTHEW STEPHEN CLEMENT
DANIEL VINCENT GIAIMO
PATRICK LENNON
PETER AUGUST ZAGROBELNY
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez
THOMAS GERARD FARANDA
Nicholas Koenig
Wanda Vasse Koerner
Richard Joseph Nappi
David Toapanta
Paul Eshleman
JOHN LAURENCE LERNER
DENNIS RENEE ARNOLD
Erica Mosca
Dawn Faigle
NOAH Mahlon EBERHART

Within 25 miles of Montrose, NY, Best Investors lists 721 registered investment advisory firms with 1,441 offices nearby, managing about $19.4T in combined regulatory AUM across 3,158,014 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 Montrose

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM