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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

KESTRA ADVISORY SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
ASSET ADVISORY GROUP, INC.
CETERA INVESTMENT ADVISERS LLC
HV CAPITAL MANAGEMENT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
LPL ENTERPRISE, LLC
VALHUM ASSET MANAGEMENT, LLC
VALIC FINANCIAL ADVISORS, INC.
HIGHLAND FINANCIAL ADVISORS, LLC
MML INVESTORS SERVICES, LLC

Investors

MARY JANE CALLAGHAN
RUAIRI ONEILL
SILVIA SILVER
JUSTIN CERRITELLI
SALVATORE LEONE
TIMOTHY MURPHY
JOHN SACHARIAH
STEPHEN MICHAEL INGLESINO
CAREN CHABORA
Bryant Mathurin
Vruti Patel
MICHAEL E MENDEZ
John Paul Orlikowski
KRISTJAN SOKOLI
ELISE LAM
JOSE ANTONIO MARTINEZ
ANAND THAKKAR
JENNA LYNN RODES
ENMANUEL PEREZ-MENDOZA
ELIZABETH ANN BUSSANICH
JASON JONATHAN WALLACH
Roel J Perez
JUSTIN SPAGNUOLO
Kevin James Brodbeck
Andrew Brian Mischel
Michael Littmann
Erica Mosca
AMANDA ZOCH MCGRATH
RANDALL CHARLES EGAN
LAURA ANN INGRAFFEA
ROBERT JAMES BRUNO
PAUL BERNARD ZOCH
MARK ALAN LAZARCZYK
Melissa J. Mineau
RONALD PAULY MAYFIELD
John Joseph Occhipinti
Nicholas S Capezzuto
Kelley Jean Trilling
Jason Miles Burklow
KAROL TURNER
CHRISTOPHER MICHAEL ROTELLA
TIMOTHY MORGAN BURKLOW
JOHN PAUL BARBARY
ERIC R LEVENS
GEORGE RICHARD BARNES
NEIL FRANCIS BURKE
SUSAN LINDA FRENKEL
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
REED CHARLES FRAASA
Peter James O'Connor
DERRIK ROBERT WYNKOOP
GARRY MICHEL
DAWN MARIE SWEED
MATTHEW STEPHEN CLEMENT
PATRICK JAMES MCCARTHY

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