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Best financial advisors in Putnam Valley, NY

Registered advisers within 25 miles of Putnam Valley, NY.

Offices
563
Firms
207
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,040 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

JOSEPH P. LUCIA & ASSOCIATES, LLC
J.P. MORGAN SECURITIES LLC
HUDSON PORTFOLIO MANAGEMENT LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
LUNIN-PACK PLANNING AND ADVICE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPANO ADVISORY SERVICES INC.
WEISS FINANCIAL GROUP LLC
KEY INVESTMENT SERVICES LLC
MAGNOLIA CAPITAL MANAGEMENT
OSAIC INSTITUTIONS, INC.
EDWARD JONES
PRENTICE INVESTMENT MANAGEMENT, LLC
OSAIC WEALTH, INC.

Investors

JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
Nicolette Thibault
BYRON SCHOENDORF STINSON
TOYKEN YEE
Raymond John Passero
NOAH Mahlon EBERHART
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
JOSEPH JOHN MARINO
RAY V SPANO
KEITH D WEISS
SCOTT G WEISS
Krishnan Harihara
Dawn Faigle
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO
Paul Koerner
Benito Moneta
Marie Agnes Green
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez
RICHARD ALLEN
SAMUEL ALLEN

Within 25 miles of Putnam Valley, NY, Best Investors lists 207 registered investment advisory firms with 563 offices nearby, managing about $12.6T in combined regulatory AUM across 2,761,040 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 Putnam 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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM