Best financial advisors in Pine Bush, NY

Registered advisers within 25 miles of Pine Bush, NY.

Offices

163

Firms

62

Combined AUM

$9.55T

Firm-wide filings, not assets booked only here

Clients

2.72M

2,716,851 clients when Item 5C has a number

Avg / client

$3.52M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

BENKEI ASSET MANAGEMENT

3130 ROUTE 44/55
GARDINER, NY 12525

THE AMERIFLEX GROUP

148 Guilford Schoolhouse Road
New Paltz, NY 12561

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

CETERA INVESTMENT ADVISERS LLC

15 SCOTT'S CORNERS DRIVE
MONTGOMERY, NY 12549

CETERA INVESTMENT ADVISERS LLC

15 SCOTTS CORNER DRIVE
MONTGOMERY, NY 12549

HV CAPITAL MANAGEMENT

2134 STATE ROUTE 208 SUITE 4
MONTGOMERY, NY 12549

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

11.5 miles away

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

11.9 miles away

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

PFS INVESTMENTS INC.

2277 GOSHEN TRPK BLDG B
MIDDLETOWN, NY 10941

LPL FINANCIAL LLC

276 ROUTE 17K
NEWBURGH, NY 12550-2318

12.7 miles away

EAGLE STRATEGIES LLC

255 ROUTE 17K
NEWBURGH, NY 12550

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

90 CRYSTAL RUN RD
MIDDLETOWN, NY 10941

KESTRA PRIVATE WEALTH SERVICES, LLC

90 Crystal Run Road Suite 101
Middletown, NY 10941

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

13.1 miles away

Firms

OSAIC WEALTH, INC.

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

BENKEI ASSET MANAGEMENT

THE AMERIFLEX GROUP

CETERA INVESTMENT ADVISERS LLC

HV CAPITAL MANAGEMENT

PRINCIPAL SECURITIES, INC.

PFS INVESTMENTS INC.

EAGLE STRATEGIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

SENTA LISA CURRAN

DARREN TODD MCCARTHY

Bonnie Jeanne Rule

Jarryd Paul Killian

CATHERINE M COOMBE

DANIEL MARK COUSE

ANTHONY JOSEPH BARRESE

Eric S. Sappington

DERRIK ROBERT WYNKOOP

DAWN MARIE SWEED

MARK ALAN LAZARCZYK

Melissa J. Mineau

RONALD PAULY MAYFIELD

THOMAS CARL AMMONS

CONNOR JAYMES COYLE

CHARLES FRANK JACKSON TWOGUNS

MARGARET M LUCIDO

DARRELL ANTHONY WILLIAMS

BRIAN FULTON CARTER

NEAL ALAN WINTER

SAL GERARD LUCIDO

KAREN ANN MORRIS

FRANK D MATTHEWS

MATTHEW JAY CARUSO

ALBERT JOHN DELORENZO

SCOTT THOMAS KENDRICK

ALLISON L GAUDIO

Ryan John Coakley

Steven Campione

Grace Craig Lutfy

Gregory JOSEPH Lutfy

Thomas J McGimpsey

KEVIN JAMES REGAN

DAVID JOSEPH KELLER

Kieran P Kreider

JANNINE MARISA BARBOSA

WILLIAM JOSEPH KRIVICICH

SAMUELE DRAGONE

Within 25 miles of Pine Bush, NY, Best Investors lists 62 registered investment advisory firms with 163 offices nearby, managing about $9.55T in combined regulatory AUM across 2,716,851 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 Pine Bush

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM