Best financial advisors in Slate Hill, NY

Registered advisers within 25 miles of Slate Hill, NY.

Offices

116

Firms

46

Combined AUM

$8.04T

Firm-wide filings, not assets booked only here

Clients

1.29M

1,289,214 clients when Item 5C has a number

Avg / client

$6.24M

Combined AUM ÷ clients

Nearby offices

ORANGE INVESTMENT ADVISORS, INC.

117 GRAND STREET SUITE 201
GOSHEN, NY 10589

J.P. MORGAN SECURITIES LLC

100 CANAL STREET
GOSHEN, NY 10924

RAYMOND JAMES & ASSOCIATES, INC.

500 CANAL STREET
GOSHEN, NY 10924

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

CETERA INVESTMENT ADVISERS LLC

29 ST JOHN STREET
GOSHEN, NY 10924

AMERIPRISE FINANCIAL SERVICES, LLC

25 MAIN ST STE 3-2
GOSHEN, NY 10924-2144

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

210 Main Street
Goshen, NY 10924

OSAIC INSTITUTIONS, INC.

252 Main St
Goshen, NY 10924

GREAT PATH PLANNING

12 SCOTCHTOWN AVE
GOSHEN, NY 10924

PFS INVESTMENTS INC.

2277 GOSHEN TRPK BLDG B
MIDDLETOWN, NY 10941

STATE FARM INVESTMENT MANAGEMENT CORP.

22 Route 6 L1
Port Jervis, NY 12771

10.4 miles away

ALLSTATE FINANCIAL ADVISORS, LLC

69 Brookside Ave Ste 202
Chester, NY 10918-1308

10.5 miles away

LPL FINANCIAL LLC

13 WHEELER AVE
WARWICK, NY 10990

10.5 miles away

LPL ENTERPRISE, LLC

20 SPRING STREET SUITE 1A
WARWICK, NY 10990

10.5 miles away

LPL ENTERPRISE, LLC

3136 NYS RTE 207 SUITE 103
CAMPBELL HALL, NY 10916

10.6 miles away

EDWARD JONES

8 FORESTER AVENUE SUITE 100
WARWICK, NY 10990

10.6 miles away

PRIVATE ADVISOR GROUP, LLC

28 Rail Road Ave Suite 2B
Warwick, NY 10990

10.6 miles away

LPL FINANCIAL LLC

17 EAST MAIN STREET
PORT JERVIS, NY 12771

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

20 E Main St
Port Jervis, NY 12771

10.8 miles away

CETERA INVESTMENT ADVISERS LLC

10 OAKLAND AVE 2ND FLOOR
WARWICK, NY 10990

10.8 miles away

Firms

ORANGE INVESTMENT ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC INSTITUTIONS, INC.

GREAT PATH PLANNING

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

ALLSTATE FINANCIAL ADVISORS, LLC

LPL ENTERPRISE, LLC

PRIVATE ADVISOR GROUP, LLC

Investors

Curt Arri Schultzberg

Kashif Akbar Ali

Eric S. Sappington

JENNIFER SOFIA PUCCI

JASON MATTHEW PUCCI

JAMES MARTIN PUCCI

THOMAS CARL AMMONS

NOEL COURTNEY SPENCER

BRYAN WHIPPLE COVERT

RICHARD PAUL MARTIN

JACOB DANIEL DUNLAP

Bette Ellen Weiss

MICHAEL A COLLINS

JENNIFER PAOLICELLI

MELISSA L HOURIHAN

PAUL FRANCIS CAMMARERI

John Andrew McLoughlin

Nicholas Edward Shala

JASON ANDREW NETROSIO

CHRISTOPHER CRAIG POLLARD

CHARLES FRANK JACKSON TWOGUNS

MARGARET M LUCIDO

DARRELL ANTHONY WILLIAMS

BRIAN FULTON CARTER

NEAL ALAN WINTER

SAL GERARD LUCIDO

KAREN ANN MORRIS

FRANK D MATTHEWS

Joel Mermelstein

Peter Joseph LoPresti

CHRISTOPHER PETER LARKIN

ANN MARIE MOORE

DENNIS NICHOLAS CORDOVA

PETER W MC CORMACK

Peter Edward Katenkamp

Joseph Earl Schaefer

SCOTT RICHARD ONOFRY

JAMES KEITH DEMMER

HARVEY LEE BOWKS

Within 25 miles of Slate Hill, NY, Best Investors lists 46 registered investment advisory firms with 116 offices nearby, managing about $8.04T in combined regulatory AUM across 1,289,214 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 Slate Hill

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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