Best Financial Advisors in South Fallsburg, NY

Within 25 miles of South Fallsburg, NY, Best Investors lists 16 registered investment advisory firms with 31 offices nearby, managing about $5.06T in combined regulatory AUM across 922,426 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 South Fallsburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM

Nearby offices

EDWARD JONES

BENKEI ASSET MANAGEMENT

PFS INVESTMENTS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KESTRA PRIVATE WEALTH SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

EDWARD JONES

THE AMERIFLEX GROUP

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Firms

Investors

Largest firms in South Fallsburg