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Best financial advisors in Pleasant Valley, NY

Registered advisers within 25 miles of Pleasant Valley, NY.

Offices
200
Firms
74
Combined AUM
$9.58T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,720,040 clients when Item 5C has a number
Avg / client
$3.52M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
D'ARCANGELO FINANCIAL ADVISORS, LLC
SEAHORSE FINANCIAL ADVISERS INC.
HANSEATIC CORPORATION
B. RILEY WEALTH ADVISORS, INC.
TIMM FINANCIAL SERVICES

Investors

OMAR BENVENUTO CARNECCHIA
LYNDA ANN BEISNER
LISA A TEVNAN
SAMANTHA BRANDON BEVERLEY
Peter Stephen Russell
Dominick E Profaci
Chelsea T Hanlon
Jeremy William Angevine
ERIC JOHN PLESE
ERIC THOMAS TRADITI
Vaughn Feighan
JUSTIN JAMES SEMKE
Mark Benjamin Cukaj
MARTIN CUKAJ
Alexander Scott Morphet
STEVEN BRIAN JONES
MICHAEL CHRISTOPHER BETROS
THOMAS EMEEL BETROS
Laura Michelle Betros
Olivia R Santora
JAMES SCOTT MARXER
EDVARD JORGENSEN
MATTHEW ROY MEDDAUGH
KERRY MARIE PHELAN
Tyler Bates
ERIC BOJARCZUK
JOHN PAUL MOLLICA
JOSHUA WILLIAM STRATTON
KAVIAN BURKE
IRENE THERESA MONCK
KYLE MICHAEL ODELL
Gerardo Flores
Luke Timm
Frederick William Timm
SCOTT O WITHERSPOON

Within 25 miles of Pleasant Valley, NY, Best Investors lists 74 registered investment advisory firms with 200 offices nearby, managing about $9.58T in combined regulatory AUM across 2,720,040 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 Pleasant Valley

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