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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

EDWARD JONES
RYEFIELD CAPITAL, LLC
MAIN STREET RESEARCH LLC
EIA INVESTMENTS LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MHI FUNDS, LLC
MILLER HOWARD INVESTMENTS INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Peter Stephen Russell
ALAN E. LAX
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
ANTHONY ARTHUR COLLINS
JOHN RICHARD SENCHAK
TIMOTHY JOHN BARTHOLOMEW
ANDREW EUGENE WILLIAMS
MICHAEL WILLIAM RISKO
Jennifer M Harrigfeld
JAMES SCOTT MARXER
JUDD MARTIN PETERSON
SCOTT M MARDY
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak
Dominick E Profaci
Chelsea T Hanlon
Erin Mary Clancy
Cory J Espejo
BRIAN C GINTY
JOHN DEVIN HEITZMAN
PAUL RICHARD CONTE
DAVID ARTHUR GAGNON
ERIC THOMAS TRADITI
Vaughn Feighan

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