Best financial advisors in S Fallsburg, NY

Registered advisers within 25 miles of S Fallsburg, NY.

Offices

31

Firms

16

Combined AUM

$5.06T

Firm-wide filings, not assets booked only here

Clients

922K

922,426 clients when Item 5C has a number

Avg / client

$5.48M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

4446 ROUTE 42
MONTICELLO, NY 12701

PROSPERA FINANCIAL SERVICES, INC.

196 BRIDGEVILLE RD
MONTICELLO, NY 12701

STATE FARM INVESTMENT MANAGEMENT CORP.

6 Wierk Ave Suite 10
Liberty, NY 12754

KEY INVESTMENT SERVICES LLC

53 SOUTH MAIN ST
LIBERTY, NY 12754

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

11.5 miles away

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

12.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

12.3 miles away

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

18.1 miles away

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

18.3 miles away

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

18.5 miles away

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

18.6 miles away

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

19.2 miles away

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

19.2 miles away

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

20.8 miles away

EQUITABLE ADVISORS, LLC

22 MONTGOMERY STREET SUITE C
MIDDLETOWN, NY 10940

20.9 miles away

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

20.9 miles away

PFS INVESTMENTS INC.

19 DEWITT ST
MIDDLETOWN, NY 10940

21.1 miles away

PFS INVESTMENTS INC.

19 DEWITT ST STE A
MIDDLETOWN, NY 10940

21.1 miles away

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

21.4 miles away

Firms

LPL FINANCIAL LLC

PROSPERA FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT ADVISERS LLC

EQUITABLE ADVISORS, LLC

PFS INVESTMENTS INC.

Investors

LORI CHRISTINE SIPOS

LINDA JANE BARRIGER

Samantha Loughlin

CRAIG DALE CRUMP

ALAN BURT GOODMAN

Eric S. Sappington

Jarryd Paul Killian

CATHERINE M COOMBE

DANIEL MARK COUSE

SENTA LISA CURRAN

DARREN TODD MCCARTHY

Bonnie Jeanne Rule

CONNOR JAYMES COYLE

PAUL FRANK DELNEGRO

Stephanie Raine DeAngelis

Luigi James Fratto

Shawn William Behrent

Louis Joseph Algiere

Christopher Petrollese

Ashley Nicole Magen

Thomas Gunton Budington

Erick Edward Eichner

John Paul Recine

Steven J Trotta

SAMUELE DRAGONE

JOSEPH JOHN CAMPANELLA

ANDREW G WEYANT

PETER PHILLIP VANETTEN

NANCY FRANCIS WRIGHT

RACHEL HENDRICKS

MARY KAY MARTIN

MICHAEL ERIC BERLIN

THOMAS CARL AMMONS

Within 25 miles of S Fallsburg, NY, Best Investors lists 16 registered investment advisory firms with 31 offices nearby, managing about $5.06T in combined regulatory AUM across 922,426 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 S Fallsburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM