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Best financial advisors in Stony Point, NY

Registered advisers within 25 miles of Stony Point, NY.

Offices
966
Firms
364
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,125 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ROVENTINI FINANCIAL SERVICES, INC
B. RILEY WEALTH ADVISORS, INC.
EMPIRE STATE WEALTH ADVISORS INC
MAIN STREET ASSET MANAGEMENT LLC
EDWARD JONES

Investors

Peter James O'Connor
Erica Mosca
MATTHEW STEPHEN CLEMENT
PATRICK JAMES MCCARTHY
PETER AUGUST ZAGROBELNY
SHLOMO SCHMALZ
BRIAN ALLEN DOWERY
Michael Lentini
PACE SORSCHER
BERYL EPHRAIM SORSCHER
Zachary S DeMinno
CHANICE OLGA SEDA
SHELDON CAZOE
MARK R GRAHAM
HUAN YUAN CHEN
BRIAN PAUL KOPILAK
LISBEL ANTONIA ROSARIO
ZACHARY NJOGA
PHILIP C ROVENTINI
GREGORY GEORGE SCRYDLOFF
HOWARD BRUCE BRACHFELD
VINCENT DEDOMINICIS
MICHAEL SALMON
ARDELL ROAN
PATRICK HARDING
LUCIANO DELA CRUZ
James P Kivlehan
KENNETH CARTER
ELIEZER GEWIRTZMAN
ERGUIS MERTIRI
Pierre Johnson

Within 25 miles of Stony Point, NY, Best Investors lists 364 registered investment advisory firms with 966 offices nearby, managing about $16.1T in combined regulatory AUM across 3,158,125 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 Stony Point

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM