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Best financial advisors in Pomona, NY

Registered advisers within 25 miles of Pomona, NY.

Offices
1,161
Firms
415
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,478 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
LUNIN-PACK PLANNING AND ADVICE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
HIGHLAND FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
BLUE OX CAPITAL MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDENBROOK CAPITAL, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KOHLBERG & COMPANY
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Todd J Vander Veer
Christopher John Del Campo
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
DIANE V. LINDSAY
ROGER ALLEN PIKUL
Daniel Louis Vobroucek
SANDEEPKUMAR MANGUBHAI PATEL
DARREN TODD MCCARTHY
CONNOR JAYMES COYLE
Christopher R Stern
Mohamed mohamed Bendary
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
TODD JACOB DATES
JENNIFER POLIDORI
GERARD C. O'CONNELL
MIGUEL A MUNOZ
RAMY HAKIM
Kenneth Menezes
Carlos Emanuel Del Rio-Madero
Adam Abida
JOYCE PATRICIA HUGGINS
DAVID HENRY BERNTSEN
CHRISTOPHER GEORGE FALCONER
John J Carroll
WAYNE SAMMARTINO
FREDERICKA LEVETTE CONNER
Scott J Hosier
Lydia Kotevski
ZOLTAN HERSKOVIC
BRYAN MICHAEL DUNST
Parker W Gundeck
TINU THOMPSON
JOSEPH MAROTTA
ZSUZSANNA VIVINO
MARY-ANN ABIDA
DOUGLAS C BILENSKI
KERRY L CARLO
Matthew R Millahn
MARK PICARDO
Giancarlo Colasuonno
GEORGE ZAKI
Benjamin Allen Krculic
Kyle Matthew Diaz
Christian Conroy McCall
Katiana Lynn Carter
Lance L Druckenmiller
WADE MITCHELL WOLFE
RALPH DANIEL DIAZ
SAMUEL GEORGE BRITTON
PAUL DAVID RENFRO
Daniel M Cooney
Thomas F Rocco
LUCAS SAILER
MICHAEL A POST
Charles Cain
Thiago NunesAntonio
Matthew Mais
LAWRENCE RUSSELL SAILER
MARIA T MYERS
JOHN MICHAEL COONEY
Brian Robert Deblinger
JENNIFER JIMENEZ
Rudenca K Blloshmi
NANCY GINA SALZBACH
TINA A SIRIGNANO
Nicholas Vincent Azzopardi
JOHN PETER DIKUN
JOSEPH VINCENT GOLDY
Joey Kenneth Casolaro
Sean Patrick Gallagher
EDWARD J LEACH
Lonniece McDonald
AnnaMarie Mock
GARY HENRY HIRSH
PATRICK JOSEPH GILMORE
Andrew K Han
JOSEPH TAVANO
GARY IVES NEUMANN
JOHN H MARSHALL
RODRIGO CURIEL
CHRISTIAN CARRILLO
DERICK LEE PANTOJA
RICHARD THOMAS RAGOLD
Brian Joseph Tegnander
Stephanie DeMatteo Manitaras
ALEXANDER STUART TAUB
BRAD JOSEPH WHITTED
ALLEN MARSHALL ZICK
EDWARD M. LYNCH
THOMAS MICHAEL GORMAN
STEVEN LEWIS SELLMAN
JANET LISA STAMATO
DAWN INEZ CASTRO
LAMBERTH PALMARES REYES
RUSS BRIAN SCHWARTZ
VINCENT A ROJAS
ROBERT MARSHALL JELDERKS
VICTOR MANUEL ROJAS
KENNETH THOMAS BRUNO
ROBERT DAVID TRAITZ

Within 25 miles of Pomona, NY, Best Investors lists 415 registered investment advisory firms with 1,161 offices nearby, managing about $16.2T in combined regulatory AUM across 3,158,478 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 Pomona

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM