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Best financial advisors in Sloatsburg, NY

Registered advisers within 25 miles of Sloatsburg, NY.

Offices
1,090
Firms
383
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,141,320 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

MBX CAPITAL
WEALTHCARE ADVISORY PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
L&L PARTNERS WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
VINEYARD QUANT MANAGEMENT LLC
DOVERMONT WEALTH & TAX SOLUTIONS
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CRE VENTURE CAPITAL, INC.
OSAIC WEALTH, INC.
INTEGRATED FINANCIAL CONSULTING, LLC

Investors

MARK WILLIAM LANGE
Dominic Alexander Loughlin
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
AJET METALIAJ
MICHAEL SACCARDO
CHRISTINE WEBER
ROHAN GEORGE JAMES
PAUL DAVID DIAZ
ANTHONY ROBERT SICILIANO
STEPHEN PATOTA
JOHN SAMUEL DECORSO
HOWARD GERSHMAN
JEROME CASOLA
MARTINO SICILIANO
DAVID ROSNER
LOUIS D ORAZIO
BARRY STUART GOLDBERG
PAUL VINCENT ORAZIO
NEAL ALAN DEUTSCH
Fatima B Ali Muhammed
LAWRENCE JAN ROSEN
ORAN YACOBI
Steven Fuchs
BENJAMIN JOSUE IRIZARRY
BRIAN ALLEN DOWERY
Michael Lentini
Adam Rosenblatt
DAVIS JAMES RIEMAN
JAMES MARC VORCHHEIMER

Within 25 miles of Sloatsburg, NY, Best Investors lists 383 registered investment advisory firms with 1,090 offices nearby, managing about $14.8T in combined regulatory AUM across 3,141,320 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 Sloatsburg

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 INVESCO ADVISERS, INC. 217 advisers $750B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM