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Best financial advisors in Stanfordville, NY

Registered advisers within 25 miles of Stanfordville, NY.

Offices
133
Firms
54
Combined AUM
$9.25T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,543,982 clients when Item 5C has a number
Avg / client
$3.64M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
BANTAM INC.
EDWARD JONES
HANSEATIC CORPORATION
SEAHORSE FINANCIAL ADVISERS INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JOHN G. ULLMAN & ASSOCIATES, INC
DDO ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
KEY INVESTMENT SERVICES LLC
OPPENHEIMER + CLOSE, LLC
LIFEMARK SECURITIES CORP.
J.P. MORGAN SECURITIES LLC

Investors

WARREN MICHAEL COHEN
JOHN JOSEPH DUVAL
Kimberly Barnett
EDVARD JORGENSEN
DARLENE LEIGH PEDROSA
DOINA MARIA PINTO
BARBARA DEIST BOCCUTO
JEFFREY ALAN SCALES
Socrates George Leotsakos
Derek Alan Doyle
ANDREW HAAG BARON
DANIEL A D'ORDINE
CHRISTOPHER THOMAS FENTON
JANE MARIE MCCARTHY
EDWARD JAMES MERCIER
Cliff Anderson
RICHARD P TREU
LORI WOOD TIETJEN
SUSAN MARIE GREENE
JACQUELYN KELLY RAE
NINA SUE HILL
WILLIAM JAMES RAE
Colton William Crump
MICHELLE R MARTIN
SANDRA CERQUEIRA
PHILIP VICTOR OPPENHEIMER
SAMANTHA BRANDON BEVERLEY
LYNDA ANN BEISNER
LISA A TEVNAN
OMAR BENVENUTO CARNECCHIA

Within 25 miles of Stanfordville, NY, Best Investors lists 54 registered investment advisory firms with 133 offices nearby, managing about $9.25T in combined regulatory AUM across 2,543,982 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 Stanfordville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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