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Best financial advisors in Valhalla, NY

Registered advisers within 25 miles of Valhalla, NY.

Offices
3,943
Firms
2,463
Combined AUM
$42.3T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,734,357 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROWNSON, REHMUS & FOXWORTH, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
VOYA FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
MML INVESTORS SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

JONATHAN DICENT
DONALD MICHAEL VUJNOVICH
MICHAEL SCOTT SETTLER
JOSEPH JAMES FARRELL
Christian Blaze Iurato
Marc Robert Rienas
JOSHUA DANIEL BROWN
RONALD ALSTON RIENAS
ROBERT GREGORY MENNONA
JOHN MICHAEL LAFFERTY
Stephon Watson
Richard C. Schmidt
Paul Goodfellow
JAMES R CIROCCO
PASQUALE PALUMBO
CHRISTOPHER PAUL CALABRO
Dylan Mark Roche
STEVEN JOEL LASKY
Eileen Suppo
Oliver Isaac Davis
THURMAN JR RANSOM
JAMES ALFRED ANGELONE
ELIA SALVATORE DURSO
EUGENE PATRICK LEYDEN
JARED MITCHELL FEINBERG
GREGORY EUGENE LONG
Innocent Bamituni Enaye
GIOVANNI GRANDE
ORLANDO VASQUEZ
MAYOBANE HERNANDEZ
MICHAEL GOMEZ
SANDEEP SINGH
GUILLERMO LEON
Andrew DiNardo
David Balkcom
ANTHONY JACK ANNUNZIATA
JEFFREY M KLEIN
MICHAEL PAUL DARRAGH
ANTHONY LEONARDO MAIUOLO
BENJAMIN SOCCODATO
PIETRO SALVATORE RUGGERI
VINCENT JOHN CUCUZZA
THOMAS HENRY GWIN
Jared Mitchell Chin
Daniel Justin Solazzo
Kevin Barry Power
Anna Gabrielle Day
Jason Joseph Said
Anthony Joseph Gallucci
Roberto P Pennella
Shane Spencer Smith
Tyler Kersey Charles Glasson
Jackson Kuwata
PAUL FRANCIS RUGGIERO
PAUL TREISTMAN
MATTHEW STANLEY SINCLAIR
SCOTT JOSEPH MENTA
ANTHONY CHARLES BARTOLINI
LISA ROBIN DUDELSON
VINCENT JAMES PAONE
NICOLAOS KAVALLIERATOS
EUGENE A PEYSAKH
MATTHEW SULLIVAN
SCOTT M TURNER
CHRISTOPHER KIM
ALESSANDRO CARINGI
Timothy J Loeffler
Ryan James Wright
PATRICK Thomas GALLAGHER
Stephen James Flamio
Joshua Joseph Felice
Frank Joseph Newman
Matias L Morales
Gabriel Palacios
Michael Brand
John Nelson Walker
Michael N Kouroupakis
Kris Martini
JACOB COLEMAN
John Michael Arminio
DAVID JAY GOLDWASSER
LOUIS MICHAEL ELIASOF
SUSY LI YOUNG CHANG
MICHAEL JOSEPH LAVALLEY
STEVEN THOMAS KLIMASZEWSKI
Kenneth Frank DiCairano
MAURO CARINGI
ROBERT SCOTT COHEN
BRENDAN KEOHANE
RICHARD JORGE
WILLIAM ALAN EDELSON
WILLIAM MARK NORKIN
CHRIS KAMPITSIS
SAMUEL HAWKS GOODHUE
VERONICA HILLARI CARRASQUILLO
VINCENT PETER DELROSSO
DAVID CHRISTOPHER JONES
Joseph Vincent Giudice
Anthony Nicholas Pires
Nicholas Carmine Fiore
MICHAEL STEPHEN FARRELL
JOSEPH EDWARD OBRIEN
Catherine Joan Clarke
Salvatore Cava Piro
Kyle Michael Gambert
Dariusz Corbey
CHRISTINA STEPHANIE DZIADZIO
GEORGE STEVEN SINNOTT
CHARLES WILLIAM THELA
Andrew Brief
VIVIAN STEINBERG COHN
Daniel Marcus Steinberg
GAIL M SIMONS
GIDEON MAX COHN

Within 25 miles of Valhalla, NY, Best Investors lists 2,463 registered investment advisory firms with 3,943 offices nearby, managing about $42.3T in combined regulatory AUM across 3,734,357 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 Valhalla

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM