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Best financial advisors in Peekskill, NY

Registered advisers within 25 miles of Peekskill, NY.

Offices
1,195
Firms
598
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,145,366 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

HIGHTOWER ADVISORS, LLC
GREAT PATH PLANNING
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
SEACREST INVESTMENT MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
SAGE INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.

Investors

Anthony Croce
CHRISTOPHER CRAIG POLLARD
John Andrew McLoughlin
Nicholas Edward Shala
JASON ANDREW NETROSIO
MICHAEL B WOLFF
JEFFRY MARK ROSEN
JERRY NICHOLAS GIORDANO
MARC ANDREW STEIN
ANDREW L WOLFF
JOSEPH J PRAINO
WILLIAM LOUIS HYMAN
RONALD R LENIHAN
HOWARD ALAN SCHLOSS
JAMES DOUGLAS DICKEY
RUBEN CISNEROS
CARLOS GABRIEL MEJIA
Claudia Rivas
TONY SAEMAI
JASON LEE SEALE
WAYNE RAY WONG
HEATHER ANN HASTEY
CHRISTOPHER C NELSON
DANIEL CRAIG MOSKOW
DONALD WAYNE HUBBS
AMY LYNNE MCLANDRESS
JASON FERRIS JEUNG
ROBERT RAYMOND SAYLER
STEPHEN T TU
ERIK METVINER
RAYMOND ANTHONY PRUZINSKY
SUSAN BOCK
EDWARD MALACHY SULLIVAN
FRANCIS COOPER LAWRANCE
JACQUELINE PRUE
KENNETH METVINER
MICHAEL PATRICK DOWD
Orlando Rosario
JAMES EDWARD YARBROUGH
CHING MAN WONG
Joseph Anthony Duffy
PHILLIP SHETSEN
Gordon Haas
JOSE MANUEL MENDES
THOMAS JOHN DALTON
BRIAN ROBERT MANCUSI
Preetham Dhivakar
JOHN BATISTA PANNOZZO
Sarah Lucia Barbey
PAUL FRANCIS CAMMARERI
FRANK CHIODI
Andrew Louis Nickoletos
LAURIE ANN BRENT SCHIAVONE
Joseph Guarneri
JERRY JAMES SCHUDER
CHARLES B. LEVINSON
DERICK LEE PANTOJA
BRYAN WHIPPLE COVERT
RICHARD PAUL MARTIN
JACOB DANIEL DUNLAP
Bette Ellen Weiss
MICHAEL A COLLINS
JENNIFER PAOLICELLI
Armando Merino
MELISSA L HOURIHAN
PETER JD DEDEL
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
ANDREW JOSEPH MASSELLO

Within 25 miles of Peekskill, NY, Best Investors lists 598 registered investment advisory firms with 1,195 offices nearby, managing about $18.7T in combined regulatory AUM across 3,145,366 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 Peekskill

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM