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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

THIRD NORTH CAPITAL LP
MOMENTUM ADVISORS
CLARUS GROUP LLC
COLLABORATIVE CAPITAL ADVISORS LLC
SAMARA CAPITAL GT IM, LP
KEALA ADVISORS
DELTA & GAMMA CAPITAL MANAGEMENT LLC
REGENESYS CAPITAL MANAGEMENT LLC
STRATEGIC ADVISERS LLC
PRIVATE CLIENT SERVICES, LLC
CALEDONIA US, LP
LGT CAPITAL PARTNERS (USA) INC.
LIGHTSWITCH CAPITAL MANAGEMENT, L.P.
MSR CAPITAL PARTNERS, LLC
CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
CITIZENS SECURITIES, INC.
HIGHBRIDGE CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

Jason Mahabirsingh
ANDREA P GRAY
KYLE JAMES PITTS
WILLIAM HENRY PLATT
Tyler C Holley
BRYAN JEFFREY KOSLOW
Michael Francis Raimondi
Garrett Paul Edson
Andrew Michael Niemoeller
JONATHAN MICHAEL BERGMAN
Christopher John Paul Mitchell
MARK DECHUN WANG
Prakash Chandak
DAVID S. PARK
JACQUELINE ENGEL
VINITA BROOKS
PAUL SCHULMAN
EMMALEE KATHERINE THORNTON
JACK BECKER
MICHAEL CAMPBELL
ETHAN Luc MALINOW
DENNIS P. MCGINLEY
KEITH MEYER
EVAN W. HAYES
SAMMIE NWEIRAN
COLIN HODGSON
MADELINE HASSON
ALEX CHRISTOPHER HORLEY
STEPHEN ROBERT CONN
PETER TOPPING
Baron L Hilliard
Paul Aaron Hernandez
OSCAR DANIEL LUCIO
Jeremy Buhr
Robert Wells Kay
JUSTIN SCHREIBER
Sandra Pelio
Carolyn R Vaeth
MAXIMILLIAN BREIER
DYLAN SMITH
MATOUMONA ALLEN KINZONZI
Vincent Serso
BRIAN HAFLEY
LISA ALVARADO
SHAISHAV PATWA
BERNARD LYLE WHEELER
Jimmy P Laforteza
Christopher Vanvynck
CRISTINA DEBENEDETTO
Frank R Tenteromano
Jeanne Berger
James J. Gakos
JAMES RAYMOND TILLEY
Drew A. Bailey
MELISSA HANSEN SULLIVAN
CHRISTIAN CHARLES OLSEN
Shiva Rajpal
Ryan M. Casci
Gabriel Peter Katselnik
CYRON WAYNE HAMER
Evan Scheier
Samuel K Yam
Gary V. Lovallo
Jack Roland von Maur
JOHN M PERI
PETER LAWRENCE TOTARO
BENJAMIN CHARLES BALDWIN
SEAN MICHAEL OROURKE
MICHAEL HALFON
Ana Maria Ramirez
HAZEL ZEKERIYEF
Robert DeMarco
ANETTE SUSAN FORDE
Alexander N Constantine
Kevin Amendola
CHRISTINA MARIE AURIEMMA TOTARO
RYAN EDWARD NEFF
BRIAN THOMPSON
NURIAN PAZ
William G. Wells Askew
NAZMI SEJDIJA
John Lin
John Mizrahi
ANUJ D DESAI
MOTE ZAWALUNOW
ROBERT TERENCE WRIGHT
EDWARD MARTIN RODRIGUEZ
SWATI B HOFMANN
Joshua U. Allen
Mariam A Kiani
JIE JIE HU
RASHAD LAMAR BROWN
Jonathan Orazio Godoy
Owen Prendergast
Sarah Hardenbergh
Michael Greco
Travis Romeo
Cailey Patterson
Adam Naanaa
Nicole Lisa Canada
Xiaoran Yuan
Alexandra Gray Arp
Zachary Daniel Grossbard
Michael Quach
Jane Au-Yeung
Gary G Ottomanelli
Kenneth C Gates
Ryan A. Jackson
Jerrod Lee Pace
JASON M EVANGELOU
CARLOS I GOMEZ
MATAN MICHAEL FRENKEL
FRITZ JOHN INNOCENT
Maria Gabriela Gortaire
Robert T. Hicks
Nadine Narolsky
JOHN BLUE
Richard A. Abaunza Hernandez
Joseph Anthony Stufano
Richard Jang
Thomas James DeVito
Matthew P. Bettenhausen
Justin M. Kaplan
Matthew Ryan Werther
Patrick LoRusso
Jack Santini
Eliyahu Ishakis
Dominic A. Mandarino
Victoria Pierce
JASON CHANG
Lucia V Lena
ROOSEVELT CLAIRJOUR
Christopher Lee
Geoffrey Paul Tully
Genna Heinrich
Brandon Findel
Reece E Musick
Joseph Minaudo
Henry Walker Householter
Christopher Angolia
Alexander Efstratios Lambos
Dominic Michael Taylor
Ely Gluzman
Giancarlo Raspanti
Ethan Joseph Taub
Jason Gonzalez

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