Best Investors Account Sign in

Best financial advisors in Newburgh, NY

Registered advisers within 25 miles of Newburgh, NY.

Offices
246
Firms
86
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,748,109 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

TRUNORTH FINANCIAL LLC
EDWARD JONES
PFS INVESTMENTS INC.
VOYA FINANCIAL ADVISORS, INC.
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
SPIRE WEALTH MANAGEMENT, LLC
FOCUSED WEALTH MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC

Investors

Shawn Erickson
Manolito Dizon
Nicholas Scott Brown
Margaret Seelbach Schimmelpfennig
MICHELLE M RAWL
ANNE MARGARET CURCI
LOUIS NICHOLAS CURCI
FRANK EDWARD BOOTH
ANDREA L BROWN
Timothy Richard Bardin
MICHAEL ANTHONY CONNORS
NICKOLAS RAYMOND LAPOINTE
Augusto Pasquale La Torre
Charles L Blue
Vincent Thomas Coscette
Joseph Theodore Mecenas
Hayden Bell
David A Speranza
MARIA L Sciuto
ASHLEY SQUILLACE
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
TAYLOR JENARO COOMBS
ANTHONY ORTIZ
DEREK V PINELLI
ROBERT MOWBRAY COOMBS
SCOTT CHARLES MORROW
LAWRENCE SCOTT VANDEMARK
AMAN GOEL
MATTHEW JAY CARUSO
ALBERT JOHN DELORENZO
Ilana C Stern
Zachary Scott Ruttenberg

Within 25 miles of Newburgh, NY, Best Investors lists 86 registered investment advisory firms with 246 offices nearby, managing about $11.8T in combined regulatory AUM across 2,748,109 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 Newburgh

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM