Best financial advisors in Thompsonville, NY

Registered advisers within 25 miles of Thompsonville, NY.

Offices

50

Firms

26

Combined AUM

$6.52T

Firm-wide filings, not assets booked only here

Clients

1.13M

1,130,295 clients when Item 5C has a number

Avg / client

$5.76M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

4446 ROUTE 42
MONTICELLO, NY 12701

PROSPERA FINANCIAL SERVICES, INC.

196 BRIDGEVILLE RD
MONTICELLO, NY 12701

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

10.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

6 Wierk Ave Suite 10
Liberty, NY 12754

10.4 miles away

KEY INVESTMENT SERVICES LLC

53 SOUTH MAIN ST
LIBERTY, NY 12754

10.5 miles away

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

12.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

16.9 miles away

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

17.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

17.5 miles away

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

17.7 miles away

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

17.7 miles away

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

17.9 miles away

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

18.2 miles away

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

19.1 miles away

EQUITABLE ADVISORS, LLC

22 MONTGOMERY STREET SUITE C
MIDDLETOWN, NY 10940

19.3 miles away

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

19.3 miles away

PFS INVESTMENTS INC.

19 DEWITT ST
MIDDLETOWN, NY 10940

19.4 miles away

PFS INVESTMENTS INC.

19 DEWITT ST STE A
MIDDLETOWN, NY 10940

19.4 miles away

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

19.9 miles away

Firms

LPL FINANCIAL LLC

PROSPERA FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

EQUITABLE ADVISORS, LLC

PFS INVESTMENTS INC.

Investors

LORI CHRISTINE SIPOS

LINDA JANE BARRIGER

Eric S. Sappington

Samantha Loughlin

CRAIG DALE CRUMP

ALAN BURT GOODMAN

Jarryd Paul Killian

CATHERINE M COOMBE

DANIEL MARK COUSE

CONNOR JAYMES COYLE

SENTA LISA CURRAN

DARREN TODD MCCARTHY

Bonnie Jeanne Rule

PAUL FRANK DELNEGRO

Stephanie Raine DeAngelis

Luigi James Fratto

Shawn William Behrent

Louis Joseph Algiere

Christopher Petrollese

Ashley Nicole Magen

Thomas Gunton Budington

Erick Edward Eichner

John Paul Recine

Steven J Trotta

SAMUELE DRAGONE

JOSEPH JOHN CAMPANELLA

ANDREW G WEYANT

PETER PHILLIP VANETTEN

NANCY FRANCIS WRIGHT

RACHEL HENDRICKS

MARY KAY MARTIN

MICHAEL ERIC BERLIN

THOMAS CARL AMMONS

Within 25 miles of Thompsonville, NY, Best Investors lists 26 registered investment advisory firms with 50 offices nearby, managing about $6.52T in combined regulatory AUM across 1,130,295 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 Thompsonville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM