Best financial advisors in The Vly, NY

Registered advisers within 25 miles of The Vly, NY.

Offices

125

Firms

51

Combined AUM

$9.33T

Firm-wide filings, not assets booked only here

Clients

2.54M

2,538,601 clients when Item 5C has a number

Avg / client

$3.68M

Combined AUM ÷ clients

Nearby offices

PROSPECT STREET HOLDINGS, LLC

8 N FRONT STREET
KINGSTON, NY 12401

CETERA INVESTMENT ADVISERS LLC

70 N. PUTT CORNERS RD
NEW PALTZ, NY 12561

THE AMERIFLEX GROUP

148 Guilford Schoolhouse Road
New Paltz, NY 12561

EDWARD JONES

243 MAIN STREET #100
NEW PALTZ, NY 12561

LINCOLN INVESTMENT

KINGSWOOD PARK BUSINESS CENTER 33 BASIN ROAD, SUITE 6
WEST HURLEY, NY 12491

MHI FUNDS, LLC

45 PINE GROVE AVE SUITE 301
KINGSTON, NY 12401

MILLER HOWARD INVESTMENTS INC

45 PINE GROVE AVE SUITE 301
KINGSTON, NY 12401

MILLER HOWARD INVESTMENTS INC

45 Pine Grove Avenue Suite 305
Kingston, NY 12401

BENKEI ASSET MANAGEMENT

3130 ROUTE 44/55
GARDINER, NY 12525

10.1 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

325 ALBANY AVE [SATELLITE]
KINGSTON, NY 12401

10.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

553 Albany Ave
Kingston, NY 12401

10.8 miles away

LPL FINANCIAL LLC

1099 MORTON BLVD
KINGSTON, NY 12401

11.7 miles away

OSAIC INSTITUTIONS, INC.

2 Miron Lane
Kingston, NY 12401

11.8 miles away

OSAIC INSTITUTIONS, INC.

1296 ULSTER AVE.
KINGSTON, NY 12401

12.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1343 ULSTER AVENUE
KINGSTON, NY 12401

12.2 miles away

EDWARD JONES

1571 ULSTER AVENUE SUITE 2
LAKE KATRINE, NY 12449

12.6 miles away

LPL FINANCIAL LLC

100 TINKER ST
WOODSTOCK, NY 12498

12.6 miles away

MILLER HOWARD INVESTMENTS INC

324 UPPER BYRDCLIFFE ROAD
WOODSTOCK, NY 12498

13.5 miles away

DDO ADVISORY SERVICES, LLC

6369 MILL STREET SUITE 209
RHINEBECK, NY 12572

14.3 miles away

LPL FINANCIAL LLC

6375 MILL STREET
RHINEBECK, NY 12572

14.3 miles away

Firms

PROSPECT STREET HOLDINGS, LLC

CETERA INVESTMENT ADVISERS LLC

THE AMERIFLEX GROUP

LINCOLN INVESTMENT

MILLER HOWARD INVESTMENTS INC

BENKEI ASSET MANAGEMENT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DDO ADVISORY SERVICES, LLC

Investors

MARC ALAN SCHAIN

William Winters

Krista Nicole Woodke

PATRICK JOSEPH FILLETTE

SHAWN SHAUGHNESSY

ANTHONY JOSEPH BARRESE

Peter Andrew LeRose

MICHAEL BRUCE LAMONDA

JUDD MARTIN PETERSON

ANDREW EUGENE WILLIAMS

JOHN DANIEL CUBITO

SALVATORE BOCCHIMUZZO

DANIEL C MCDONOUGH

Corey Nicholas Hudak

TIMOTHY JOHN BARTHOLOMEW

MICHAEL WILLIAM RISKO

Jennifer M Harrigfeld

Erin Mary Clancy

GABRIEL SAKELLARIDIS

LOWELL GLASER MILLER

DANIEL A D'ORDINE

CHRISTOPHER THOMAS FENTON

Within 25 miles of The Vly, NY, Best Investors lists 51 registered investment advisory firms with 125 offices nearby, managing about $9.33T in combined regulatory AUM across 2,538,601 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 The Vly

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM