Best Investors Account Sign in

Best financial advisors in Wallkill, NY

Registered advisers within 25 miles of Wallkill, NY.

Offices
215
Firms
74
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,045,077 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
BENKEI ASSET MANAGEMENT
THE AMERIFLEX GROUP
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
HV CAPITAL MANAGEMENT
TRUNORTH FINANCIAL LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
VOYA FINANCIAL ADVISORS, INC.

Investors

Margaret Seelbach Schimmelpfennig
MICHELLE M RAWL
ANNE MARGARET CURCI
LOUIS NICHOLAS CURCI
TAKUYA ARAI
ANTHONY JOSEPH BARRESE
Alex Barrese
DERRIK ROBERT WYNKOOP
GARRY MICHEL
DAWN MARIE SWEED
MATTHEW JAY CARUSO
ALBERT JOHN DELORENZO
AMAN GOEL
Bonnie Jeanne Rule
ALI IFTIKHAR
Manolito Dizon
Nicholas Scott Brown
SENTA LISA CURRAN
DARREN TODD MCCARTHY
MARK ALAN LAZARCZYK
Melissa J. Mineau
RONALD PAULY MAYFIELD
Shawn Erickson
MICHAEL VINCENT PORPORA
RICHARD CHARLES DECKER
TAVISH LAIDLAW
Dave Grimes
Max William That
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS
Peter Andrew LeRose
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
FRANK EDWARD BOOTH
ANDREA L BROWN

Within 25 miles of Wallkill, NY, Best Investors lists 74 registered investment advisory firms with 215 offices nearby, managing about $10.5T in combined regulatory AUM across 3,045,077 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 Wallkill

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM