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Best financial advisors in Somers, NY

Registered advisers within 25 miles of Somers, NY.

Offices
1,458
Firms
843
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,249,450 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
CARMINUCCI WEALTH MANAGEMENT
LPL FINANCIAL LLC
WEISS FINANCIAL GROUP LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPANO ADVISORY SERVICES INC.
KEY INVESTMENT SERVICES LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ATWOB
EDWARD JONES

Investors

Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Nicolette Thibault
Raymond John Passero
MICHAEL RICHARD CARMINUCCI
KEITH D WEISS
SCOTT G WEISS
JOSEPH JOHN MARINO
RAY V SPANO
Krishnan Harihara
JOHN RALPH NATALO
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
John Dacey
Robert Weinberg
James M. Sbarra
BRANDON C MARGOLIS
MARK FIDELIO
PATRICK JOSEPH DEVANEY
MICHAEL TOM
RICHARD TODD REBORI
Jay Allyn Durante
Steven G. Horowitz
Edward W. Dunn
Jonathan Leigh Glaser
Liang Wang

Within 25 miles of Somers, NY, Best Investors lists 843 registered investment advisory firms with 1,458 offices nearby, managing about $21.0T in combined regulatory AUM across 3,249,450 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 Somers

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM