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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAUL M WILLIAMS LLC
LPL FINANCIAL LLC
EDWARD JONES
HOLLOW BROOK WEALTH MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MCGRATH WEALTHCARE, LLC
INFINITI WEALTH MANAGEMENT
OSAIC WEALTH, INC.
EQUITY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CANNISTRA FINANCIAL ADVISORS INC.

Investors

Pieter Daniel Loots
Paul Michael Williams
BENN ANTHONY ALBRECHT
David Raymond Bergerson
PHILIP ERNST RICHTER
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO
DAMIAN PAUL PETTA
Paul Koerner
Benito Moneta
EDWARD DE LEON
JOHN CRAIG GRANA
Lewis John Grana
Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla
Marie Agnes Green
DENNIS MICHAEL TRACY
Leo T McGrath
James F Lubin
MICHAEL ANTHONY DURANTE
GEORGE JAMES WATERS
ROBERT THOMAS ANGEVINE
JEFFREY M SUSSMAN
LARRY ARINSBURG
WAYNE JOHN DEBELLO
KEVIN ANDREW YOUNG
VICTOR JOSEPH CANNISTRA
NOAH Mahlon EBERHART

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