Best financial advisors in Nevis, NY

Registered advisers within 25 miles of Nevis, NY.

Offices

85

Firms

39

Combined AUM

$8.70T

Firm-wide filings, not assets booked only here

Clients

1.43M

1,434,648 clients when Item 5C has a number

Avg / client

$6.06M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

100 TINKER ST
WOODSTOCK, NY 12498

13.1 miles away

MILLER HOWARD INVESTMENTS INC

324 UPPER BYRDCLIFFE ROAD
WOODSTOCK, NY 12498

13.5 miles away

OSAIC INSTITUTIONS, INC.

1 North Washington Street
Athens, NY 12015

13.9 miles away

KEY INVESTMENT SERVICES LLC

160 FAIRVIEW AVE SUITE 40
HUDSON, NY 12534

14.2 miles away

BANTAM INC.

107 EAST MEADOWBROOK LANE
STAATSBURG, NY 12580

14.8 miles away

COMMONWEALTH FINANCIAL NETWORK

758 Hunns Lake Road
Stanfordville, NY 12581

16.1 miles away

OSAIC INSTITUTIONS, INC.

179 Country Route 7A
Copake, NY 12516

16.7 miles away

BLACK SEA GOLD ADVISORS LLC

61 BARBERRY RD
KINGSTON, NY 12401

OSAIC INSTITUTIONS, INC.

3-7 Reed Street
Coxsackie, NY 12051

20.3 miles away

CHARYBDIS INVESTMENTS INTERNATIONAL

10 OLD ROUTE 213
HIGH FALLS, NY 12440

20.9 miles away

LPL FINANCIAL LLC

4011 ALBANY POST RD. HYDE PARK MALL
HYDE PARK, NY 12538

HANSEATIC CORPORATION

59 FRONT STREET
MILLBROOK, NY 12545

21.1 miles away

SEAHORSE FINANCIAL ADVISERS INC.

52 FRONT ST.
MILLBROOK, NY 12545

21.1 miles away

LATITUDE ADVISORS, LLC

12079 RT 9W
WEST COXSACKIE, NY 12192

21.4 miles away

EDWARD JONES

3699 RT 44 STE 1
Millbrook, NY 12545

21.6 miles away

LIFEMARK SECURITIES CORP.

45 NORTH AVE.
PLEASANT VALLEY, NY 12569

LPL FINANCIAL LLC

12 NORTH AVE
PLEASANT VALLEY, NY 12569

22.1 miles away

J.P. MORGAN SECURITIES LLC

1600 MAIN ST., SUITE 14
PLEASANT VALLEY, NY 12569

22.2 miles away

EDWARD JONES

1540 Route 44 Main Street
Pleasant Valley, NY 12569

22.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

382 VIOLET AVENUE
POUGHKEEPSIE, NY 12601

22.5 miles away

Firms

LPL FINANCIAL LLC

MILLER HOWARD INVESTMENTS INC

OSAIC INSTITUTIONS, INC.

KEY INVESTMENT SERVICES LLC

COMMONWEALTH FINANCIAL NETWORK

BLACK SEA GOLD ADVISORS LLC

CHARYBDIS INVESTMENTS INTERNATIONAL

HANSEATIC CORPORATION

SEAHORSE FINANCIAL ADVISERS INC.

LATITUDE ADVISORS, LLC

LIFEMARK SECURITIES CORP.

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

GABRIEL SAKELLARIDIS

LOWELL GLASER MILLER

Cameron Bleibtrey

Michael Vincent Ciarlo

PHILIP RALPH STIRE

JOHN JOSEPH DUVAL

WARREN MICHAEL COHEN

JOHN DEVIN HEITZMAN

Svetlin Krastev

JOHN RICHARD SENCHAK

EDVARD JORGENSEN

FREDERICK WILLIAM SCHMALKUCHE

Kimberly Barnett

SAMANTHA BRANDON BEVERLEY

LYNDA ANN BEISNER

OMAR BENVENUTO CARNECCHIA

Peter Stephen Russell

JAMES SCOTT MARXER

Within 25 miles of Nevis, NY, Best Investors lists 39 registered investment advisory firms with 85 offices nearby, managing about $8.70T in combined regulatory AUM across 1,434,648 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 Nevis

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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