Best financial advisors in Sparrowbush, NY

Registered advisers within 25 miles of Sparrowbush, NY.

Offices

73

Firms

29

Combined AUM

$7.44T

Firm-wide filings, not assets booked only here

Clients

1.16M

1,156,594 clients when Item 5C has a number

Avg / client

$6.44M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

20 E Main St
Port Jervis, NY 12771

EDWARD JONES

139 Pike St
Port Jervis, NY 12771-1807

LPL FINANCIAL LLC

17 EAST MAIN STREET
PORT JERVIS, NY 12771

STATE FARM INVESTMENT MANAGEMENT CORP.

22 Route 6 L1
Port Jervis, NY 12771

BIONDO INVESTMENT ADVISORS LLC

540 ROUTE 6 & 209
MILFORD, PA 18337

WELLS FARGO CLEARING SERVICES, LLC

104 WEST HIGH ST STE 1A
MILFORD, PA 18337

PFS INVESTMENTS INC.

115 7TH ST
MILFORD, PA 18337

LPL FINANCIAL LLC

201 WATER ST STE 5
MILFORD, PA 18337-1246

CENTAURUS FINANCIAL, INC.

311 E. HARFORD STREET
MILFORD, PA 18337

STATE FARM INVESTMENT MANAGEMENT CORP.

505 W Harford St
Milford, PA 18337

LPL FINANCIAL LLC

16 DEWITT RD
SUSSEX, NJ 07461-3704

12.8 miles away

PROSPERA FINANCIAL SERVICES, INC.

196 BRIDGEVILLE RD
MONTICELLO, NY 12701

14.6 miles away

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

14.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

14.7 miles away

EDWARD JONES

202 U S HWY 206 SUITE B
BRANCHVILLE, NJ 07826

EDWARD JONES

13 JAMES P KELLY WAY SUITE B
MIDDLETOWN, NY 10940

15.5 miles away

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

15.6 miles away

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

16.1 miles away

LPL FINANCIAL LLC

4446 ROUTE 42
MONTICELLO, NY 12701

16.1 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

BIONDO INVESTMENT ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

PFS INVESTMENTS INC.

CENTAURUS FINANCIAL, INC.

PROSPERA FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT ADVISERS LLC

PRINCIPAL SECURITIES, INC.

Investors

JAMES KEITH DEMMER

Ulana Marie Emerson

SCOTT RICHARD ONOFRY

Joel Mermelstein

ALEXANDRA GENE TALLMAN-VIGILANTE

JENNIFER L JARVIS

CASEY HUNTER PISANO

Luke Allen Barbalich

Joseph William Daly

KARL AUGUSTUS WAGNER

JOSEPH PETER BIONDO

SCOTT ALAN GOGINSKY

NICOLE ANN DUTKUS

JOSEPH RALPH BIONDO

GENEVIEVE CATHERINE SULLIVAN-CORNELL

PETER VINCENT SMITH

MATTHEW THORNE NEWMAN

JOHN GERARD MCMULLEN

RICHARD EDWIN JOHN

TIMOTHY MICHAEL SMITH

GEORGE STEWARD SIRACUSE

JOSEPH LOUIS KOPEC

LINDA JANE BARRIGER

Timothy Michael Dalton

Thomas J Drongoski

Tamara Daria Washalski

Eric S. Sappington

PAUL FRANK DELNEGRO

LORI CHRISTINE SIPOS

Within 25 miles of Sparrowbush, NY, Best Investors lists 29 registered investment advisory firms with 73 offices nearby, managing about $7.44T in combined regulatory AUM across 1,156,594 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 Sparrowbush

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM