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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

CASTLESTONE MANAGEMENT LLC
SCHULTZE ASSET MANAGEMENT, LP
MEYER HANDELMAN COMPANY LLC
RESOLUTION CAPITAL (US) LIMITED
HAWKS POINT CAPITAL PARTNERS LLC
OXLER PRIVATE WEALTH
CADENT ENERGY PARTNERS
BEACON FINANCIAL ADVISORS
CAMP EIGHT MANAGEMENT, INC.
NAVIS WEALTH ADVISORS LLC
BELLE HAVEN INVESTMENTS, L.P.
WESTCHESTER WEALTH ADVISORS, LLC
GARRISON PHILLIPS, LLC
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC

Investors

PETER MARTIN CONNIFF
ANGUS STEWART DOUGLAS MURRAY
JESSICA MICHELLE DEMLER
MARTHA L RAGHUNAUTH
MASAHIRO ALBERTO YAMAZAKI
JONATHAN MARC NADLER
Connor Brett Abernathy
BENJAMIN DAVIS ROBINS
RONALD M ROBINS
Jason Auerbach
Nicholas J Scenna
DAVID BENJAMIN BRUCKMAN
PAUL FEGAN
DAVID Stanley PRICE
Letizia Flavia Carlisto
RYAN ADAM CIAVARELLI
DORA D LEE
Andres Falcon Gimenez
James Alan Lyman
JOSEPH MATTHEW DALTON
Summer G Weiss
MELISSA ANN CHAFFEE
MASON JAMES DURAND
SCOTT JOSEPH TALLMAN
Lincoln Henry James
Duwayne Omar Walker
Amanda Tronni
Cuong Luong
STANLEY BILL SATTLER
ROSS ERIC INGBER
MARK CHRISTIANA
Anthony Goncalves Nogueira
Brandon Rook
Richard Henry Holzinger
Thomas J Rossley
Jack Anthony Riina
MATTHEW SHERMAN THOMAS
JAMES GARRISON BOTTI
BETH LAURIE BLECKER
MATTHEW ADAM BLECKER
RICHARD M RUBENSTEIN
KEITH A SNYDER
RICHARD B SHERWIN
JORDAN LEE CERASO
GARY K BLUM
GERARD J TAVELLA
JOSEPH D BIEGEL
M JONATHAN JONATHAN ADLER
MATTHEW BRIAN SPERGEL
John P Penney
JOSH LAURENCE BECKER
GREGORY T GALEF
TERENCE G MCGLYNN
PETER JOHN HOLMES
ROBERT S FROST
ADAM J ROLEWICZ
SCOTT L KAPLAN
John A Joyce
JOHN K LANG
MICHAEL K DONOFRIO
CRAIG T SLAUGHTER
ANDREW S LEVEN
JEFFREY M NEECK
REINO TRUUMEES
MICHAEL J BLACKWELL
THOMAS E SHERMAN
ROBERT PHILLIP PRUETT
IVAN WATANABE
PATRICK RYAN O GARA
JOSEPH LONG
MATTHEW CHARLES BRADY
TREVOR MCNALLY
JEFFREY Michael STERN
THOMAS MICHAEL GARNER
Ross Matthew Beck
MICHAEL LEVINE
NICHOLAS LIAPUNOV
JOHN C ROSS
STEVEN MICHAEL WILSON
KENNETH ALAN HOROWITZ
RICHARD P ELLIOTT
MICHAEL STEVEN KLOTZ
ERIC LAUREA BANSON
JEFFREY JOSEPH GAMBUZZA
JOHN W RACHEL
JEFFREY B WERTHEIM
ERIC M BLOOM
DAVIN HENRY SESSA
GEORGE PAPANICOLAOU
RAYMOND O LEYDEN
JOHN J MARCEL
BARRY RICHARD CARRON
MARTIN NACHEMSON
SCOT EARL KARR
Hayden Jenkins
CHARLES M GONZALEZ
MATTHEW HART BURNELL
Brandi Shirell Rogers
KEVIN J MANNING
MICHAEL J WEINBERG
NICHOLAS A DOMINO
ANTHONY JOSEPH DOMINO
MICHAEL ANTHONY PAULMENO
LARA ANN FLANAGAN
DOUGLAS JAMES MARK
CHRISTINA ROSE TIKKANEN
GALEN A. MILLER
MICHALIS BATAS
John Frank Goodnough
JOSEPH PAUL LOMBARDI
PAUL DOMINIC SANTUCCI
SCOTT PETER LA DORE
Nicholas Edward Lombardi
Maria V Simon
LAWRENCE ROBERT BOXER
MICHAEL BARRY CARTER
MELANIE JINDIA BHANDARI
JOSEPH MICHAEL SILVA
ROBERT RALPH BROWN
David Andrew Parker
Lisa Vilardi
DOUGLAS JOSEPH MESSINA
ANNIE PEREYRA
GERI EISENMAN PELL
Anthony F Rizzuto
DANIEL FRANCIS AHEARN
Eric Hasselberger
Brent J. Forslund

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