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Best financial advisors in Painted Post, NY

Registered advisers within 25 miles of Painted Post, NY.

Offices
37
Firms
24
Combined AUM
$7.76T
Firm-wide filings, not assets booked only here
Clients
829K
829,411 clients when Item 5C has a number
Avg / client
$9.36M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALSWORTH CAPITAL MANAGEMENT, LLC
LAKE ROAD ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
ROOTED PLANNING GROUP
BCK PARTNERS, INC.
BURNS MATTESON CAPITAL MANAGEMENT, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
SOCHA FINANCIAL GROUP, LLC
LPL ENTERPRISE, LLC

Investors

Jennifer Anderson
Chelsea Noel Landolf
Paul Joseph Huonker
KRISTIN CARY HARRINGTON
MADISON ROSE EIGHMEY
Ryan Timothy Hughes
AMY LYNN Brouneus
LAURA LYNNE SUMNER
Jessica Sue Jackson
William Douglas Roe
SABRINA ANN CHILSON
MICHAEL CHARLES O'BRIEN
SHANE MICHAEL ALSWORTH
PAUL VINCENT SYDLANSKY
Hayley Pamela Haslett
RYAN D BARDEN
MARK WILLIAM CORNFIELD
MARCO HICKEY
Mira Hailu Martinez
Matthew Smith
NICHOLAS MATHEW LAPUMA
AMY ELIZABETH IRVINE
KATRINA MARIE WELKER
Rebekah Elizabeth Eason
SARAH JEAN CREATH
JAMES ALLEN KAFFENBARGER
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
Shawn Stephen Twigg
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy
AMANDA LEE HERRICK SMITH
DARREN LEE WILCOX
TODD A BROST
Jakob Parker Brost
Jase Hollenbeck Merrill
Susan Lynn Ford
Lynda Jean Lander
JUDITH ANN PALUMBO
KATHRYN WRIGHT GERWIG
JASON DANIEL NICKERSON
PETER JAMES WINNETT
Sarah Emily Johanna Collier
Lisa Anne Caracci
Daniel Aaron Coakwell
Alexander T Chacho
Logan Joshua Dibble
Joseph Thomas Ashton
JOHN CARL NOLT
Noah Kravitz
JONATHAN LORNE KRAVITZ
PAUL MATTHEW SYPHER
CHRISTOPHER WILLIAM SAUNDERS
Jonathan Michael Lerche
Debra Jean Butters
JOHN HUDSON BRAND
PETER STUART SCHWEIZER

Within 25 miles of Painted Post, NY, Best Investors lists 24 registered investment advisory firms with 37 offices nearby, managing about $7.76T in combined regulatory AUM across 829,411 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 Painted Post

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM