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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

MILLER HOWARD INVESTMENTS INC
PRENTICE INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPECT STREET HOLDINGS, LLC
LPL ENTERPRISE, LLC
BANTAM INC.

Investors

JUDD MARTIN PETERSON
SCOTT M MARDY
BARBARA ANN GINTY
MARIANNE ELIZABETH HOBSON
STEVEN PAUL DAWSON
PAUL RICHARD CONTE
DAVID ARTHUR GAGNON
GERALD WALLACE SANBORN
ERNEST RAYMOND SELKE
Michael Ferraro
WILLIAM PETER ZAIMES
STEPHEN MEHDI HAKIM
STEPHEN J MAZZEI
Cynthia Troeger
MARISSA INTERRANTE
FREDERICK PAUL WOODS
RICHARD DANIEL MARR
Christine Lynn Klee
SHAHEEN E SOLTANKHAH
Melanie Julia Hammond
KENNETH KIRK BEESMER
ERIC MARK JOHNSON
JONATHAN PHILIP MEIER
CHRISTOPHER C PENA
Christopher Ryan DeForest
Mitchell R Zapka
RHONDA LEE VIAPIANO
MICHELLE L REIHBANDT
ARTHUR DAVID STERN
MARGARET LOUISE MCLUCAS
JOHN ARTHUR HIGBEE
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
Alex Sette
John Rahe
RICHARD JOHN JEFFREYS
LYLE CURTIS ROBERTS
JOHN JOSEPH DUVAL
BRIAN C GINTY

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