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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

CRYPTO NATIVE CAPITAL, LLC
STRATEGIC ADVISERS LLC
ROUND HILL CH SPV MANAGER LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PEGASUS CAPITAL ADVISORS, L.P.
STOLAR CAPITAL INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
67 CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
HEALTHCARE ROYALTY MANAGEMENT, LLC
BROADVIEW REAL ESTATE PARTNERS, LLC
CHAPFORD CAPITAL GROUP

Investors

OMAR LINARES
WILLIAM CLEARY
LINDA ANN SCHOFF COLETTI
STEVEN ERNESTO FRANCO
DANIEL R. WIDAS
AMBER B OKIN
JOHN C. DROWNE
CHRISTIAN J. CONNOLLY
DAVID CEFALONI
MICHAEL ANDRE' CAPPIELLO
AGATA LAMBOS
HEIDI SCALI
MUHAMMAD FAHAD AHMED
JAMES WALTER STEPHENS
SARAH KELLY BATTISTA
EDIK ESKANDARIAN
Michael Bucci
Matthew Smith
FRANCISCO JAVIER CABRAL
Ross Mannino
THOMAS DUNCAN MC CANDLESS
SUSANA VIDAN
JULIENNE REDMOND
CHRISTOPHER YADRE
TIFFANY ALI
DONA ZAPPULLA
OWEN AYOTTE
LILLIAM S. ARAQUE
BRADFORD ALAN LITCHFIELD
VICTOR JOHN MIZZARO
LEILAND STEVENS
EDWARD FENNESSEY
CHRISTOPHER JOHN GONZALEZ
PEG M DAVIDSON
Khalila-Taji Brokos
LOVE K MALHOTRA
MACKENSON NOTUS
ESTERINO ZARLENGA
NOAH ROBERT SANDERS
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
ROBERT JAMES BAPTIST
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
JAMES GERARD PONTONE

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