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Best financial advisors in Saugerties, NY

Registered advisers within 25 miles of Saugerties, NY.

Offices
64
Firms
33
Combined AUM
$8.69T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,472,851 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

TACONIC ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
MILLER HOWARD INVESTMENTS INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
LINCOLN INVESTMENT
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
RYEFIELD CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

MEREDITH WILSON BRIGGS
Rebeca Irene Cotton
JOHN ALEXANDER KELLY
Justin Staie
Erin Mary Clancy
Cory J Espejo
GABRIEL SAKELLARIDIS
LOWELL GLASER MILLER
Jennifer M Harrigfeld
MICHAEL WILLIAM RISKO
MICHAEL BRUCE LAMONDA
Colton William Crump
JANE MARIE MCCARTHY
ALAN E. LAX
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak
TIMOTHY JOHN BARTHOLOMEW
ANDREW EUGENE WILLIAMS
Shyanna Dawn Curless
DOINA MARIA PINTO
BARBARA DEIST BOCCUTO
BRIAN C GINTY
RICHARD JOHN JEFFREYS
John Rahe
Alex Sette

Within 25 miles of Saugerties, NY, Best Investors lists 33 registered investment advisory firms with 64 offices nearby, managing about $8.69T in combined regulatory AUM across 1,472,851 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 Saugerties

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