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Best financial advisors in Smithvle Flts, NY

Registered advisers within 25 miles of Smithvle Flts, NY.

Offices
72
Firms
30
Combined AUM
$8.30T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,168,659 clients when Item 5C has a number
Avg / client
$7.10M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
S.E.E.D. PLANNING GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY

Investors

KEVIN JAMES DUKE
JOHN MICHAEL PAULIN
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi
HOWARD CHRISTOPHER PALMER
MARTIN DEYO LAWSON
ERIN CATHERINE BRADY
LISA ROSE ANDERSON
Joseph P Brady
John David Karluk
KAHLIL ADAMES
EDWARD PETER YETSKO
Brianna Leah Sternkopf
Maria Wilhelm
Glenn C Gaydorus
J S FREEMAN
MATTHEW THOMAS WASSER
PATRICIA L PAPPAS-O'DAY
KAY ROZELLE MATHIAS
ROBERT W GARBADE
Alexis M George
James S Freeman
Joseph PETER Zuber
ANDREA BEDOSKY
WILLIAM EMMONS
MARY BETH DEPALMO GEORGE
ARMOND RICHARD GEORGE
JOANNE ELIZABETH JOHNSON
Laurence Gerard Claudia
JAMES PASQUALE NUNCIATO
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
Jason Donald Cicioni
ERIC HOWARD SCHNEIDER
FAITH L SIGLER
BRET ALEXANDER HARTMAN
Michael David Foster
JOHN FARRELL BORDAGES
MICHAEL R COSTANTINO
Austin Simon
LISA C PHILLIPS
TROY G SEBECK
Payton L Villecco
ERIC CREVELING
LORETTA M MACGARGLE
DONALD F EURILLO
DIANE MARIE LEARD
KATHLEEN ANN NEIL
JOHN RAYMOND MOSES
FREDERICK GENE COSTANTINO
D. MARK MACGARGLE
Adam Bruculere
NICHOLAS PETER MILLARD
RONALD DAVID WILLIAMSON
KEVIN OWEN EKSTROM
JEFFREY GLENN THATCHER

Within 25 miles of Smithvle Flts, NY, Best Investors lists 30 registered investment advisory firms with 72 offices nearby, managing about $8.30T in combined regulatory AUM across 1,168,659 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 Smithvle Flts

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM