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Best financial advisors in Vassar College, NY

Registered advisers within 25 miles of Vassar College, NY.

Offices
203
Firms
74
Combined AUM
$9.57T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,720,041 clients when Item 5C has a number
Avg / client
$3.52M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
D'ARCANGELO FINANCIAL ADVISORS, LLC
TIMM FINANCIAL SERVICES
B. RILEY WEALTH ADVISORS, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MARSHALL + STERLING WEALTH ADVISORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
RFG ADVISORY, LLC

Investors

MATTHEW ROY MEDDAUGH
KERRY MARIE PHELAN
Tyler Bates
MICHAEL CHRISTOPHER BETROS
THOMAS EMEEL BETROS
Laura Michelle Betros
Olivia R Santora
Luke Timm
Frederick William Timm
KAVIAN BURKE
IRENE THERESA MONCK
KYLE MICHAEL ODELL
Gerardo Flores
ERIC BOJARCZUK
JOHN PAUL MOLLICA
JOSHUA WILLIAM STRATTON
SCOTT O WITHERSPOON
DANIEL GREGORY TUCKER
JAMES DAVID HASKINS
MARK EDWARD CHOINSKI
JUSTIN JAMES SEMKE
Mark Benjamin Cukaj
MARTIN CUKAJ
Dominick E Profaci
Chelsea T Hanlon
DAWN ANNE MCMENAMIN
JOHANNES DANKER BRAND
MICHAEL FERRARO RODRIGUEZ
Ricardo Ventura
Kenneth Simon
Stephen Anthony Valentino
CRAIG MATTHEW PESCE
TIMOTHY L PAULSON
Devin MICHAEL McGill
DEAN A LYSENKO
Kelsey Ruth Ponesse
Matthew Larkin DeHond
JESSE David UTTENDORFER
ERICA J SALZMANN-TALBI
LORI CARIFFE COOMBS
KENNETH JAMES MC CORMICK
ROBERT ROBUSTELLI
KIMBERLY LYNN KOENIG
Randall Gerardes
JAMES WALKER
RITA CATHERINE GAFFNEY-LABARGE
SARAH EILEEN CUOZZO
DAVID A LAMBERT
Christopher A Coppola
FRANCIS D VENEZIA
ANTONIO G COPPOLA
PATRICK JOHN FORD
CARLOS ANTONIO PEREZ
MICHAEL STAREGO
MICHAEL HENRY BAUTISTA
STEVEN MICHAEL KNAPP
Collin Patrick Ford
SARAH ASHLEY BABCOCK

Within 25 miles of Vassar College, NY, Best Investors lists 74 registered investment advisory firms with 203 offices nearby, managing about $9.57T in combined regulatory AUM across 2,720,041 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 Vassar College

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