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Best financial advisors in Rhinecliff, NY

Registered advisers within 25 miles of Rhinecliff, NY.

Offices
124
Firms
52
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,544,468 clients when Item 5C has a number
Avg / client
$3.64M
Combined AUM ÷ clients

Nearby offices

Firms

DDO ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
COMMONWEALTH FINANCIAL NETWORK
MHI FUNDS, LLC
MILLER HOWARD INVESTMENTS INC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

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
Derek Alan Doyle
ANDREW HAAG BARON
MICHELLE R MARTIN
JEFFREY ALAN SCALES
Socrates George Leotsakos
DARLENE LEIGH PEDROSA
JUDD MARTIN PETERSON
SCOTT M MARDY
ANDREW EUGENE WILLIAMS
BRIAN C GINTY
DOINA MARIA PINTO
BARBARA DEIST BOCCUTO
TIMOTHY JOHN BARTHOLOMEW
PAUL RICHARD CONTE
DAVID ARTHUR GAGNON
WILLIAM PETER ZAIMES
BARBARA ANN GINTY
MARIANNE ELIZABETH HOBSON
STEPHEN MEHDI HAKIM
STEPHEN J MAZZEI
STEVEN PAUL DAWSON
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak

Within 25 miles of Rhinecliff, NY, Best Investors lists 52 registered investment advisory firms with 124 offices nearby, managing about $9.26T in combined regulatory AUM across 2,544,468 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 Rhinecliff

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