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Best financial advisors in Warwick, NY

Registered advisers within 25 miles of Warwick, NY.

Offices
401
Firms
129
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,333,163 clients when Item 5C has a number
Avg / client
$7.84M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MAGELLAN FINANCIAL SOLUTIONS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
ORANGE INVESTMENT ADVISORS, INC.

Investors

CHRISTOPHER PETER LARKIN
ANN MARIE MOORE
DENNIS NICHOLAS CORDOVA
Joseph Earl Schaefer
Ryan P O'Leary
Ryan Bedross
SUSAN PERRY
HARVEY LEE BOWKS
RAUL PETER BERINA
ROBERT GERARD COFFEY
Peter William Sears
CRISTIAN BIONDI
MARVA BRITTON
Peter Joseph LoPresti
DIANE V. LINDSAY
ROGER ALLEN PIKUL
Daniel Louis Vobroucek
SANDEEPKUMAR MANGUBHAI PATEL
DARREN TODD MCCARTHY
CONNOR JAYMES COYLE
ANTHONY CLINO PESCE
Brian Joseph Tegnander
Stephanie DeMatteo Manitaras
ALEXANDER STUART TAUB
BRAD JOSEPH WHITTED
ALLEN MARSHALL ZICK
EDWARD M. LYNCH
THOMAS MICHAEL GORMAN
Anthony Michael Tangredi
NICHOLAS SIMON TUCK
ANTHONY LAWRENCE NATRELLA
WILLIAM JOHN NIEDERAUER
JESSICA XOCHITL LORUBBIO
ROBERT CEPEDA
Brent Thomas Mentro
DAVID DOMINIC PANEBIANCO
SVIATLANA MASLAVA
MICHAEL MAURICE RUNDLE
JAMES MATTHEW SERKES
Bryan Scott Scheels
CHARLES JOHN RAND-RICCARDI
Hillary Esther Martinez
STEVEN RICHARD MAURER
STEPHEN RICHARD SOPER
Curt Arri Schultzberg

Within 25 miles of Warwick, NY, Best Investors lists 129 registered investment advisory firms with 401 offices nearby, managing about $10.5T in combined regulatory AUM across 1,333,163 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 Warwick

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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