Best Investors Account Sign in

Best financial advisors in Philipstown, NY

Registered advisers within 25 miles of Philipstown, NY.

Offices
401
Firms
140
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,676 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

LUNIN-PACK PLANNING AND ADVICE, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MURPHY WEALTH MANAGEMENT GROUP
CETERA INVESTMENT ADVISERS LLC
MAGNOLIA CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CIRCLE N ADVISORS, LLC
FSC WEALTH ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
PARK AVENUE SECURITIES LLC
EDWARD JONES
HUDSON PORTFOLIO MANAGEMENT LLC

Investors

JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
ANTHONY PETER JUNJULAS
Jovan Fryar
CONNOR PETER BRIGGS
Matthew Francis Brady
DANIEL JAMES MURPHY
SCOTT RICHARD RUPPERT
GEORGE POGYO
KEITH MICHAEL PRESTON
CHARLES PROBART MEDLICOTT
ANDREW Charles MEDLICOTT
CALVIN EUGENE NELSON
CHARU ASHAR
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL
Jeffrey Spillane
CHRISTINE MARIE MURPHY
JAMES MICHAEL COMBLO
Elizabeth Tatis Arcara
JEFFREY ARNOLD SCOTT
ROBERT EVAN CIPRIANO
RAJAN KUMAR
ANDREA ELIZABETH COLADARCI
Pranav Rao
ADAM GARTSIDE
JIMMY JAMES KUKA
CHASE ALLAN SMITH
JAMES MATHEW BRANDEMARTE
Thomas E Stritt
ANDRE JESUS ST.LOUIS
BRENDA MARIE HOTALING
JOSEPH M SCIABICA
Michael Peter Sarubbi
Thomas John Geoghegan
BYRON SCHOENDORF STINSON
TOYKEN YEE

Within 25 miles of Philipstown, NY, Best Investors lists 140 registered investment advisory firms with 401 offices nearby, managing about $12.1T in combined regulatory AUM across 2,755,676 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 Philipstown

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