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Best financial advisors in Pine Plains, NY

Registered advisers within 25 miles of Pine Plains, NY.

Offices
102
Firms
47
Combined AUM
$9.16T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,521,873 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
OPPENHEIMER + CLOSE, LLC
MAIN STREET RESEARCH LLC
EIA INVESTMENTS LLC
RYEFIELD CAPITAL, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BANTAM INC.
HANSEATIC CORPORATION
SEAHORSE FINANCIAL ADVISERS INC.
JOHN G. ULLMAN & ASSOCIATES, INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

WARREN MICHAEL COHEN
JOHN DEVIN HEITZMAN
PHILIP VICTOR OPPENHEIMER
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
ANTHONY ARTHUR COLLINS
ALAN E. LAX
SANDRA CERQUEIRA
JANE MARIE MCCARTHY
Colton William Crump
DOINA MARIA PINTO
BARBARA DEIST BOCCUTO
Kimberly Barnett
JOHN JOSEPH DUVAL
DARLENE LEIGH PEDROSA
JEFFREY ALAN SCALES
Socrates George Leotsakos
EDVARD JORGENSEN
MICHELLE R MARTIN
Derek Alan Doyle
ANDREW HAAG BARON
EDWARD JAMES MERCIER
Cliff Anderson
RICHARD P TREU
LORI WOOD TIETJEN
SUSAN MARIE GREENE
JACQUELYN KELLY RAE
NINA SUE HILL
WILLIAM JAMES RAE
CHRISTOPHER THOMAS FENTON

Within 25 miles of Pine Plains, NY, Best Investors lists 47 registered investment advisory firms with 102 offices nearby, managing about $9.16T in combined regulatory AUM across 1,521,873 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 Plains

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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