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Best financial advisors in Patterson, NY

Registered advisers within 25 miles of Patterson, NY.

Offices
395
Firms
147
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,760,537 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

BOURNE LENT ASSET MANAGAMENT, INC.
KEY INVESTMENT SERVICES LLC
INTEGRATED WEALTH CONCEPTS LLC
SHEPHERD KAPLAN LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
BLUE ELM ADVISORS
J.P. MORGAN SECURITIES LLC
EDWARD JONES
EQUITY SERVICES, INC.
MCGRATH WEALTHCARE, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
INFINITI WEALTH MANAGEMENT
108 BIOCAPITAL GROWTH FUND, LP

Investors

DONALD WINTHROP BOURNE
Jeremy James Falcone
PATRICE BORGESE
EDWIN COOPER GRISWOLD
JOSEPH A ARMISTO
Kenneth Peter Harper
Paul G Lavelle
Shomari A Linton
RAYMOND KHOURY
JAMES DANIEL CARRION
Eric Reed McKean
RICHARD DONALD MCKEAN
BRUCE IACONO
Matthew J. Sullivan
Amanda Karaqi
William Martin Flash
WAYNE JOHN DEBELLO
Leo T McGrath
KEVIN ANDREW YOUNG
EDWARD DE LEON
JOHN CRAIG GRANA
Lewis John Grana
DENNIS MICHAEL TRACY
David Raymond Bergerson
BENN ANTHONY ALBRECHT
ROBERT THOMAS ANGEVINE
JEFFREY M SUSSMAN
LARRY ARINSBURG
James F Lubin
MICHAEL ANTHONY DURANTE
GEORGE JAMES WATERS

Within 25 miles of Patterson, NY, Best Investors lists 147 registered investment advisory firms with 395 offices nearby, managing about $12.0T in combined regulatory AUM across 2,760,537 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 Patterson

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