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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

C & C FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RGA INVESTMENT ADVISORS, LLC
MODOO STRATEGY LLC
PFS INVESTMENTS INC.
STONE HILL FIDUCIARY MANAGEMENT, LLC
PALUMBO WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
SPANO ADVISORY SERVICES INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ALFRED DILAMANI
FAWAZ GHANNAM
JASON MATTHEW GILBERT
John A Foote
GWENDOLYN B WILLIAMS
PHILIP G PALUMBO
DOUGLAS ROBERT AUGENTHALER
KILLANA P WILLIAMS
Stephen Jarret Engel
PETER DIZDAR
LEO THOMAS KEHOE
BASSEM SAMIR BENJAMIN
Marvin Benak
AMANDA M BARCLAY
ERIC SCOTT GOODMAN
Michael Palmer
DANNY XIAO-DI HU
KELLY ANN BRIDGWOOD
BRIAN CHRISTOPHER O'LEARY
NILS ROBERT BOSCH
Jiachen Cai
William Jin
SETH BRADLEY KAPLAN
Jacqueline A Knoll
MICHAEL HOWARD KNOLL
Christine M Savarese
David F Morrisey
THOMAS PATRICK SCHALK
JOSEPH SALVATORE GRIECO
KEITH B MCCORMACK
RUSHAN MICHELLE SAWH
TRACEY BIERMAN
Dennis WALTER Singh
CHRISTIAN HAROLD AXELSON
Frank Falco
TERENCE M HIGGINS
MATT TARIN
Ryan C Olsen
Edward Lizotte
Judith A Ringel
Peter Raymond Ferrante
Frank Joseph Grieco
Stacey Kitay
JACOB A EPSTEIN
Abir Guha
RICHARD ANTHONY DILEONARDO
BRIAN JOSEPH CROUTIER
Gary NEIL Ringel
Robert Di Lorenzo
Mandy Judith Wolk
SIMONE ANTIONETTE GLENN
Camillo JOSEPH D'angelo
Mark V Alberti
SUZANNE M RAGHOONANAN
VINCENT DOMINIC GRIECO
Victoria Z Smallberg
Pooja Ajit Vyas
Frank A Lauretti
Matthew Thomas Swanson
SHARON MARGO ZELEZNIK
GLENDA BRENETTA ROSS
William Tripodo
SCOTT DAVID CURTIS
EDNA EIDELBERG
KEVIN ROBERT ONEILL
ZUO JIA BLACK
SUZANNE CAROL KLUSNER
Susan NICOLETTI Preslier
Cailey Claire Welch
Emanuel Yakheeye Alyaszadeh-Cohen
TIMOTHY PETER HARDING
JASON LEE
JESSICA LEE FERARES
Joseph J. Cifarelli
PATRICK BERNARD LOUGH
VICTOR CEPEDA
Cristian I. Rojas
Eric Fuentes
RAY V SPANO
FRANK ANTHONY CANGELOSI
Paul D Leesman
ALAN EDWARD PALAZZO
RICHARD M PATTERSON

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