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Best financial advisors in Sterling Forest, NY

Registered advisers within 25 miles of Sterling Forest, NY.

Offices
731
Firms
238
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
1.95M
1,948,077 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

SUPPORTIVE FINANCIAL, LLC
PNC WEALTH MANAGEMENT LLC
NCM CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CORRADO ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
ON INVESTMENT MANAGEMENT CO
GUARDIAN WEALTH PARTNERS, LLC
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JOSEPH IOANNIS KORONAKIS
JAMES Vincent ROTONDO
TAYLOR J. THOMAS
NICHOLAS SEBASTIAN LAVERGHETTA
MIRI Y UPTON
KYLE JASON HAMER
David S Laster
Allen S Laster
Jeffrey R Astor
RICHARD LAWRENCE BROWN
BRIAN ALLEN DOWERY
Michael Lentini
James Paul Farrell
JEFFREY WILSON
MICHAEL SADOWSKI
MARK ANTHONY CORRADO
DANIEL PAUL ROSASCHI
LISA A. BALSAMO
Barry Strobel
Cristhian Alexander Perez
CRAIG RICHARD CUTLER
RICHARD ALAN CUTLER
Christopher Franzese
Gregory T Ruppel
CHERYL LOMBARDONI
DOUGLAS VERDUIN
MARY JANE CALLAGHAN
RUAIRI ONEILL
SILVIA SILVER
JUSTIN CERRITELLI
SALVATORE LEONE
TIMOTHY MURPHY
JOHN SACHARIAH
STEPHEN MICHAEL INGLESINO
CAREN CHABORA
Bryant Mathurin
Vruti Patel
MICHAEL E MENDEZ
John Paul Orlikowski
KRISTJAN SOKOLI
ELISE LAM
JOSE ANTONIO MARTINEZ
ANAND THAKKAR
JENNA LYNN RODES
ENMANUEL PEREZ-MENDOZA
ELIZABETH ANN BUSSANICH
JASON JONATHAN WALLACH
Roel J Perez
JUSTIN SPAGNUOLO
Kevin James Brodbeck
Andrew Brian Mischel
Michael Littmann
STEPHEN ROSS RINALDI
Aaron Glauber
SIMON WEINSTOCK
YEHUDA LEIB FLOHR

Within 25 miles of Sterling Forest, NY, Best Investors lists 238 registered investment advisory firms with 731 offices nearby, managing about $13.4T in combined regulatory AUM across 1,948,077 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 Sterling Forest

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM