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Best financial advisors in Wappingers Falls, NY

Registered advisers within 25 miles of Wappingers Falls, NY.

Offices
252
Firms
88
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,723,347 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
QUINT INVESTMENTS AND INSURANCE
SAGE INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
FSC WEALTH ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
VOYA FINANCIAL ADVISORS, INC.
CIRCLE N ADVISORS, LLC
MURPHY WEALTH MANAGEMENT GROUP
CETERA INVESTMENT ADVISERS LLC

Investors

Mauro Agustin Parra
DANIEL E CWIK
CHRISTOPHER CRAIG CANTELE
JENNIFER DELANEY
BRENDYNN JOHN KELLY
PAULA THERESA AVENI
WILLIAM JOSEPH FAVARO
SUHAIR MARJI
Tamote Chin
MICHAEL WERNER STOCK
SILVESTRO RAYMOND FABRIZIO
WAYNE RICHARD QUINT
David Maurice Zastenchik
Derek Jude DiMaso
DANIEL J GOODWIN
Nancy A. Coenen
JASON KORMES
JOSEPH FRANCIS CHRISTIANA
WILLIAM J PEPE
Joseph Guarneri
JERRY JAMES SCHUDER
CHARLES B. LEVINSON
Brian William Daly
ANTONIO PICCOLINO
LAURIE ANN BRENT SCHIAVONE
JAMES MICHAEL COMBLO
Elizabeth Tatis Arcara
JEFFREY ARNOLD SCOTT
ROBERT EVAN CIPRIANO
KIMBERLY ANNE CONTELMO
CHRISTINE MARIE MURPHY
GREGORY GEORGE ANTONAKOS
Lucas William Ward
BRANDON TYLER VANCE
Mana Sims
KENNETH BRUCE LEMENZE
CONNOR PETER BRIGGS
Matthew Francis Brady
DANIEL JAMES MURPHY
SCOTT RICHARD RUPPERT
GEORGE POGYO
KEITH MICHAEL PRESTON
CHARLES PROBART MEDLICOTT
ANDREW Charles MEDLICOTT

Within 25 miles of Wappingers Falls, NY, Best Investors lists 88 registered investment advisory firms with 252 offices nearby, managing about $10.3T in combined regulatory AUM across 2,723,347 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 Wappingers Falls

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