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Best financial advisors in Tappan, NY

Registered advisers within 25 miles of Tappan, NY.

Offices
5,695
Firms
3,626
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,351 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

CZECH ASSET MANAGEMENT, L.P.
SHELTER GROWTH CAPITAL PARTNERS LLC
TITAN ADVISORS, LLC
WITT LAKE ASSET MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
PLATFORM TECHNOLOGY PARTNERS
URSULA MANAGEMENT, LLC
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
WELLINGTON SHIELDS & CO., LLC
HOF CAPITAL
BRUDERMAN PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
VOYAGER GLOBAL MANAGEMENT LP
ASCEND INTERPLAY, LLC
INTERPLAY VENTURES EARLY STAGE MANAGEMENT LLC
LUPA RIA INVESTMENT MANAGEMENT LLC
CLEARVIEW CAPITAL, L.P.

Investors

RYAN L TUFTS
GREGORY CURTIS MANNING
FIONA ALEXANDRA JACKMAN-WARD
JOSEPH GONZALEZ
JOSEMARY GUTIERREZ
JULISSA LOPEZ
Maria L. Blessing
GERI CUICCI
Elliana Dividu
PHILIP EVAN SARAVIS
Edward Pejanovic
ANTONIO HENRIQUE ALVES
GINA MARIE BERT-ZATTO
RICHARD DAVIDSON
George Johnson
ALANA ROSE MCMILLAN
John James Litke
MATTHEW RYAN SEGAL
Joseph Drew Spina
Patrick Kirley Moran
Nathaniel Turner Simkins
JEFFREY FILONE
PATRICK MICHAEL VAN ROTEN
MATTHEW S SHAPIRO
Stephen James Nicholas
JOHN PETER KELLY
JAMES EDWARD FAHEY
JAMES MATTHEW BRUDERMAN
ROBERT WILLIAM BRUDERMAN
Salvina Gambino
Paul Kim
FEI YE
Mark Peter Davis
Eli Graham
Edward Jin Kim
CHRIS YUBO ZHANG
Miho Rachel Common
EDWARD TALBOT DOHERTY
ANDREW JOSEPH LEAHY
RYAN C HUGHES