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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

TD PRIVATE CLIENT WEALTH LLC
LUNIN-PACK PLANNING AND ADVICE, LLC
EDWARD JONES
SAW MILL CAPITAL L.L.C.
STRATEGIC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORTIS CAPITAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Michael Littmann
Joshua Maurizio Comune
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
Jonathan Leigh Glaser
Liang Wang
ANTHONY JOHN DARIA
ALEX SOCOLOF
DAVID MARC KLEINER
DAVID CLEARY
John Dacey
Robert Weinberg
James M. Sbarra
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
BRANDON C MARGOLIS
MARK FIDELIO
THOMAS FRANCIS AGNEW
PATRICK JOSEPH DEVANEY
KATELYN MAE KOUMBEM
ERIC LESLIE KOHLMEIER
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
Janine Michelle Peck
SUSAN LINDA FRENKEL
Gina Diaz
Sean Tyler Martin
ELAINE X LIN
THOMAS MARTIN WYNNE
Elaine D Mosqueda
Binu Abraham
John G Schumacher
Peter Joseph LoPresti

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