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Best financial advisors in Rhinebeck, NY

Registered advisers within 25 miles of Rhinebeck, NY.

Offices
134
Firms
56
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,544,474 clients when Item 5C has a number
Avg / client
$3.64M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JOHN G. ULLMAN & ASSOCIATES, INC
COMMONWEALTH FINANCIAL NETWORK
DDO ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
BANTAM INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MHI FUNDS, LLC
MILLER HOWARD INVESTMENTS INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

DARLENE LEIGH PEDROSA
Derek Alan Doyle
ANDREW HAAG BARON
JEFFREY ALAN SCALES
Socrates George Leotsakos
DANIEL A D'ORDINE
CHRISTOPHER THOMAS FENTON
EDWARD JAMES MERCIER
Cliff Anderson
RICHARD P TREU
LORI WOOD TIETJEN
SUSAN MARIE GREENE
JACQUELYN KELLY RAE
NINA SUE HILL
WILLIAM JAMES RAE
DOINA MARIA PINTO
BARBARA DEIST BOCCUTO
MICHELLE R MARTIN
JANE MARIE MCCARTHY
Colton William Crump
JOHN JOSEPH DUVAL
TIMOTHY JOHN BARTHOLOMEW
ANDREW EUGENE WILLIAMS
JUDD MARTIN PETERSON
SCOTT M MARDY
MICHAEL WILLIAM RISKO
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak
Jennifer M Harrigfeld
BRIAN C GINTY

Within 25 miles of Rhinebeck, NY, Best Investors lists 56 registered investment advisory firms with 134 offices nearby, managing about $9.26T in combined regulatory AUM across 2,544,474 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 Rhinebeck

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