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Best financial advisors in Tarrytown, NY

Registered advisers within 25 miles of Tarrytown, NY.

Offices
4,645
Firms
3,009
Combined AUM
$49.9T
Firm-wide filings, not assets booked only here
Clients
4.43M
4,426,420 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

IDYLLIC PARTNERS MANAGER, LP
EAGLE STRATEGIES LLC
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
EDWARD JONES
CITIZENS PRIVATE WEALTH
THE CAPITAL PRESERVE, INC.
MARTONE CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINE WEALTH SOLUTIONS, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
PARK AVENUE SECURITIES LLC
FIFTH THIRD WEALTH ADVISORS LLC
BROWNSON, REHMUS & FOXWORTH, INC.
COMMONWEALTH FINANCIAL NETWORK
STRATOS WEALTH PARTNERS, LTD

Investors

Dom John Rodriguez
JHURIKO N THEN
MICHAEL EUGENE DI LORENZO
Matthew Carty
STEPHEN JAMES LAFORTE
TOBIAS M TOLINO
Robert A Varriano
RICHARD TINO SUAREZ
GEORGE PHILIP GIPP
Jeffrey Francis Cowley
Jeffrey James Egizi
Jonathan Bennassar Soto
MATTHEW RUFFALO
BRIAN FURLEITER
Jerald J Halverson
WILLIAM ANTHONY MARTONE
Daniel B O'Dowd
Leah Elizabeth Palladino
Austin Ray Hicks
Christopher Gerard Fahey
Bart Francis DiChiaro
DOUGLAS ALLAN LIPMAN
ROBERT HENRY FREIREICH
Leon Z Yuan
MICHAEL D HANS
ROY CORR
JEFFREY ALAN SUTTON
GIANNI DIFROSCIA
Paul Arbeit
Michael Brennan
DANIEL GRIJALVA
THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle
Luis F Fernandes
RAYMOND DENIS HEGARTY
DENISE McGinnis
Brendan Haynes
THOMAS JOHN HERKERT
SUSAN MARY GULLOTTA
Daniel Leskowitz
Michael R Herkert
RONALD JOHN BERKOWITZ
BARRETT WAYNE BUTLIEN
VIVIAN STEINBERG COHN
Daniel Marcus Steinberg
GAIL M SIMONS
GIDEON MAX COHN
LEONARD MARK SANDER
MICHAEL LAWRENCE SANDER
PAUL JOSEPH TRAMONTOZZI
SEAN PATRICK FRANKLIN

Within 25 miles of Tarrytown, NY, Best Investors lists 3,009 registered investment advisory firms with 4,645 offices nearby, managing about $49.9T in combined regulatory AUM across 4,426,420 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 Tarrytown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM