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Best financial advisors in Otisville, NY

Registered advisers within 25 miles of Otisville, NY.

Offices
86
Firms
35
Combined AUM
$7.48T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,163,311 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jason Perry
Anthony Perez
MILES ANTHONY
PAUL FRANK DELNEGRO
Tamara Daria Washalski
Evan Kirsch
CONNOR JAYMES COYLE
Evan Kowalczyk
JEFFREY LITTLE
Stephanie Raine DeAngelis
Luigi James Fratto
Shawn William Behrent
Louis Joseph Algiere
Christopher Petrollese
Ashley Nicole Magen
Thomas Gunton Budington
Erick Edward Eichner
John Paul Recine
Steven J Trotta
JOSEPH JOHN CAMPANELLA
LEONARD CURCIO
ANDREW G WEYANT
RICHARD PEREZ
PETER PHILLIP VANETTEN
NANCY FRANCIS WRIGHT
KARLA GALAZZO
MICHAEL DECKER
RACHEL HENDRICKS
MARY KAY MARTIN
MICHAEL ERIC BERLIN
SAMUELE DRAGONE
Eric S. Sappington
THOMAS CARL AMMONS
SCOTT THOMAS KENDRICK
ALLISON L GAUDIO
Ryan John Coakley
Steven Campione
James Finnegan
Grace Craig Lutfy
Gregory JOSEPH Lutfy
Thomas J McGimpsey
KEVIN JAMES REGAN
DAVID JOSEPH KELLER
James J Bannon
Kieran P Kreider
JANNINE MARISA BARBOSA
Sarah DeGraw
WILLIAM JOSEPH KRIVICICH
Steven Candela
Derek S Dimino
JAMES KEITH DEMMER
SCOTT RICHARD ONOFRY
Ulana Marie Emerson
Anthony Michael Tangredi
Joel Mermelstein
CHARLES FRANK JACKSON TWOGUNS
MARGARET M LUCIDO
DARRELL ANTHONY WILLIAMS
BRIAN FULTON CARTER
NEAL ALAN WINTER
PAOLO SAGGESE
DAVID ROSNER
SAL GERARD LUCIDO
KAREN ANN MORRIS
FRANK D MATTHEWS