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Best financial advisors in Orangeburg, NY

Registered advisers within 25 miles of Orangeburg, NY.

Offices
5,593
Firms
3,605
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,084 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
KALKA INVESTMENT MANAGEMENT, LLC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
TD PRIVATE CLIENT WEALTH LLC
VISION RETIREMENT
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CASTLESTONE MANAGEMENT LLC
THE HAGGERTY INVESTMENT GROUP, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

GARY IVES NEUMANN
SAMUEL D KATZ
SCOTT ROBERT DOUGHTY
NICHOLAS S COLEMAN
PRESTON ROYD PARRISH
ALEXANDRIA V WILLIAMS
AMBER M LAGUADOR
TRONICIA Sharee STANDIFER
GIA M BROPHY
DENNIS JOSEPH AMICO
JONATHAN SCOTT PETERS
FRANK CHIODI
Andrew Louis Nickoletos
GEORGE JOSEPH VANGELAKOS
MARC X CONNOLLY
ANTHONY PASSERINO
BENJAMIN ALBERT STARK
Nicholas Joseph Taber
PAUL DAVID MULLER
JOSEPH MICHAEL LANZA
JOSEPH JOHN SPINELLI
GREGORY ALLEN TONNON
RUTH- AN GARCIA EUBANKS
KYLE DAVID SMITH
DIONNE DEBORAH LLOYD
THOMAS MICHAEL LIQUORI
VITO ANTHONY BIANCO
MICHAEL CHUN CHIEH LEE
KIMBERLY ANN GARCIA
PETER MARTIN CONNIFF
ANGUS STEWART DOUGLAS MURRAY
WILLIAM JOHN HAGGERTY
JOSHUA ROBERT BARG
FRANK R LOSCALZO
ROBERT F LOSCALZO
DANIEL RICHARD MARTIN
MASATO MICHAEL TANI

Within 25 miles of Orangeburg, NY, Best Investors lists 3,605 registered investment advisory firms with 5,593 offices nearby, managing about $61.5T in combined regulatory AUM across 4,721,084 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 Orangeburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM