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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

EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.
QUINT INVESTMENTS AND INSURANCE
OSAIC INSTITUTIONS, INC.
SAGE INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Investors

Peter Stephen Russell
OMAR BENVENUTO CARNECCHIA
LYNDA ANN BEISNER
LISA A TEVNAN
SAMANTHA BRANDON BEVERLEY
WAYNE RICHARD QUINT
David Maurice Zastenchik
Derek Jude DiMaso
DANIEL J GOODWIN
Nancy A. Coenen
JASON KORMES
JOSEPH FRANCIS CHRISTIANA
WILLIAM J PEPE
Brian William Daly
ANTONIO PICCOLINO
Joseph Guarneri
JERRY JAMES SCHUDER
CHARLES B. LEVINSON
Gerald Raymond Terwilleger
Jeremy William Angevine
ERIC JOHN PLESE
ERIC THOMAS TRADITI
Vaughn Feighan
SUHAIR MARJI
WILLIAM JOSEPH FAVARO
Mauro Agustin Parra
DANIEL E CWIK
CHRISTOPHER CRAIG CANTELE
JENNIFER DELANEY
BRENDYNN JOHN KELLY
PAULA THERESA AVENI
LAURIE ANN BRENT SCHIAVONE
Tamote Chin
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
Peter Andrew LeRose
MICHAEL WERNER STOCK
SILVESTRO RAYMOND FABRIZIO

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