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Best financial advisors in Valley Cottage, NY

Registered advisers within 25 miles of Valley Cottage, NY.

Offices
2,282
Firms
1,276
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,164,447 clients when Item 5C has a number
Avg / client
$7.59M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EMPOWER ADVISORY GROUP, LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
O'BRIEN CAPITAL MANAGEMENT, INC.
SANSKAR ADVISORS, INC.
4SIGHT ADVISORS LLC
GWN SECURITIES INC.
MONEY CONCEPTS CAPITAL CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

Joseph S. Dailey
MICHAEL ROBERT TOMLIN
EVAN GRIFFITH GALBRAITH
JOHN NATOLI
LANDON S TAN
JOHN MATHEW O'BRIEN
JAY TAPARIA
BENJAMIN THOMAS
MELISSA M BLASZCZYK
LEE RICHARD ROSENWASSER
FRAN MARCIE WOLFSON-KEEGAN
Anthony G Pirro
Chadley Lazreg
Frank J Cifuni
Richard George Frantz
Nancy E Greene
TOMOMI ARATA TRUDELL
Louis Ferriello
Andrew John Caputo
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
Laurel D Wilson
DOMINICK JOHN RIOLO
FRANK A RIOLO
LANCE EUGENE MCGINNIS
LISA BETH SHERMAN
MICHAEL J DEFILIPPIS
ABRAHAM Avi MIZRAHI
RAYMOND CHARLES CHERA
SCOTT DAVID JOHNSTON
Malka Lieblich

Within 25 miles of Valley Cottage, NY, Best Investors lists 1,276 registered investment advisory firms with 2,282 offices nearby, managing about $24.0T in combined regulatory AUM across 3,164,447 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 Valley Cottage

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM