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Best financial advisors in New Windsor, NY

Registered advisers within 25 miles of New Windsor, NY.

Offices
319
Firms
105
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,738,865 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUNORTH FINANCIAL LLC
EDWARD JONES
VOYA FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
FOCUSED WEALTH MANAGEMENT, INC.
WORLD INVESTMENT ADVISORS, LLC
CITIZENS SECURITIES, INC.
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
MAGNOLIA CAPITAL MANAGEMENT
LUNIN-PACK PLANNING AND ADVICE, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

AMAN GOEL
Janine Michelle Peck
Shawn Erickson
Timothy Richard Bardin
FRANK EDWARD BOOTH
ANDREA L BROWN
MATTHEW JAY CARUSO
ALBERT JOHN DELORENZO
Manolito Dizon
Nicholas Scott Brown
CHARLES STEVEN YARNOLD
Anthony DiCapua
RYAN MATTHEW SWANSON
JOHN LOUIS DEL BENE
PHILIP JOSEPH DEANGELO
MICHAEL RICHARD PASSANTE
JACOB MICHAEL BRETT
Maria Fernanda Manrique Alvarez
Patrick Andrew Shea
Matthew Joseph Wyant
ZACHARY Michael MANHEIM
MICHAEL ANTHONY CONNORS
NICKOLAS RAYMOND LAPOINTE
Michael Peter Sarubbi
Thomas John Geoghegan
JAMES MATHEW BRANDEMARTE
ANDRE JESUS ST.LOUIS
BRENDA MARIE HOTALING
JOSEPH M SCIABICA
RAJAN KUMAR
ANDREA ELIZABETH COLADARCI
Pranav Rao
ADAM GARTSIDE
JIMMY JAMES KUKA
CHASE ALLAN SMITH
Margaret Seelbach Schimmelpfennig
MICHELLE M RAWL
ANNE MARGARET CURCI
LOUIS NICHOLAS CURCI
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
DERRIK ROBERT WYNKOOP
GARRY MICHEL
DAWN MARIE SWEED

Within 25 miles of New Windsor, NY, Best Investors lists 105 registered investment advisory firms with 319 offices nearby, managing about $10.6T in combined regulatory AUM across 2,738,865 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 New Windsor

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM