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Best financial advisors in Pawling, NY

Registered advisers within 25 miles of Pawling, NY.

Offices
297
Firms
103
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,459 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

BOURNE LENT ASSET MANAGAMENT, INC.
KEY INVESTMENT SERVICES LLC
BLUE ELM ADVISORS
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
SHEPHERD KAPLAN LLC
EAGLE STRATEGIES LLC
EQUITY SERVICES, INC.
OSAIC WEALTH, INC.
MOUNTAIN PASS PLANNING
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.

Investors

DONALD WINTHROP BOURNE
Jeremy James Falcone
Eric Reed McKean
RICHARD DONALD MCKEAN
LYLE CURTIS ROBERTS
ROSEMARY BUTLER
LOURDES N CARDENAS
FRANCIS ST AMAND
Ivan Shiffman
Luis A. Abella
William C Greeley
PATRICE BORGESE
EDWIN COOPER GRISWOLD
JOSEPH A ARMISTO
Kenneth Peter Harper
MICHELLE PAULETTE HAASS
RICHARD ALLEN
SAMUEL ALLEN
JAMES JOHN DEVICO
John Leigh
David W Murry
LYNN MEREDITH BRABAN
BRIAN EDWARD GAINE
MICHAEL WILLIAM BAKKER
WILLIAM ANTHONY DWYER
JOSEPH PILLOT

Within 25 miles of Pawling, NY, Best Investors lists 103 registered investment advisory firms with 297 offices nearby, managing about $11.9T in combined regulatory AUM across 2,758,459 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 Pawling

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