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Best financial advisors in Rock Tavern, NY

Registered advisers within 25 miles of Rock Tavern, NY.

Offices
255
Firms
83
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,726,097 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
HV CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
B. RILEY WEALTH ADVISORS, INC.
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Janine Michelle Peck
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
MARK ALAN LAZARCZYK
Melissa J. Mineau
RONALD PAULY MAYFIELD
MICHAEL VINCENT PORPORA
DERRIK ROBERT WYNKOOP
GARRY MICHEL
DAWN MARIE SWEED
MATTHEW JAY CARUSO
ALBERT JOHN DELORENZO
AMAN GOEL
SCOTT CHARLES MORROW
LAWRENCE SCOTT VANDEMARK
KENNETH GARY COPANS
Gerard MICHAEL MORRA
CHRISTOPHER TUCCIARIELLO
KEVIN JAMES MULQUEEN
PHILLIP IAN WILLIAMS
Bryan Rourke
PETER W MC CORMACK
Peter Edward Katenkamp
BRENDA ANN HEITMULLER
Tyler Miller
Vincent Thomas Coscette
Joseph Theodore Mecenas
Hayden Bell
Augusto Pasquale La Torre
Anthony Vito DiGennaro
Charles Ryan Betcher
Charles L Blue

Within 25 miles of Rock Tavern, NY, Best Investors lists 83 registered investment advisory firms with 255 offices nearby, managing about $10.3T in combined regulatory AUM across 2,726,097 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 Rock Tavern

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM