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Best financial advisors in Poughkeepsie, NY

Registered advisers within 25 miles of Poughkeepsie, NY.

Offices
211
Firms
73
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,736,684 clients when Item 5C has a number
Avg / client
$3.99M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
MARSHALL + STERLING WEALTH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
D'ARCANGELO FINANCIAL ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
TIMM FINANCIAL SERVICES

Investors

ERIC BOJARCZUK
JOHN PAUL MOLLICA
JOSHUA WILLIAM STRATTON
KAVIAN BURKE
IRENE THERESA MONCK
KYLE MICHAEL ODELL
Gerardo Flores
DANIEL GREGORY TUCKER
JAMES DAVID HASKINS
MARK EDWARD CHOINSKI
DAWN ANNE MCMENAMIN
JOHANNES DANKER BRAND
MICHAEL FERRARO RODRIGUEZ
Stephen Anthony Valentino
CRAIG MATTHEW PESCE
TIMOTHY L PAULSON
Devin MICHAEL McGill
DEAN A LYSENKO
Kelsey Ruth Ponesse
Matthew Larkin DeHond
JESSE David UTTENDORFER
Ricardo Ventura
Kenneth Simon
PATRICK JOHN FORD
CARLOS ANTONIO PEREZ
MICHAEL STAREGO
MICHAEL HENRY BAUTISTA
STEVEN MICHAEL KNAPP
Collin Patrick Ford
SARAH ASHLEY BABCOCK
JOHN ANTHONY VITA
John Anthony Vita
DANIEL TARRANT
Adam Breault
MATTHEW ROY MEDDAUGH
KERRY MARIE PHELAN
Tyler Bates
ROBERT WAYNE TERRY
MICHAEL CHRISTOPHER BETROS
THOMAS EMEEL BETROS
Laura Michelle Betros
Olivia R Santora
JASON ANDREW NETROSIO
JOSEPH PILLOT
Joseph E Miller
CHINTAN HARIPRAKASH SHUKLA
MARK JOSEPH VESELY
Mark Joseph Vesely
Luke Timm
Frederick William Timm

Within 25 miles of Poughkeepsie, NY, Best Investors lists 73 registered investment advisory firms with 211 offices nearby, managing about $10.9T in combined regulatory AUM across 2,736,684 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 Poughkeepsie

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM