Best Investors Account Sign in

Best financial advisors in Washingtonville, NY

Registered advisers within 25 miles of Washingtonville, NY.

Offices
295
Firms
99
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,756,451 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
GUARDIAN WEALTH PARTNERS, LLC
B. RILEY WEALTH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
HV CAPITAL MANAGEMENT

Investors

Janine Michelle Peck
PAUL JOSEPH FERRIGNO
NICHOLAS MIRECKI
PATRICK M FERRIGNO
GREGORY MIRECKI
NICOLETTE JOAN HARNEY
MICHAEL VINCENT PORPORA
PHILLIP IAN WILLIAMS
Bryan Rourke
BRENDA ANN HEITMULLER
Tyler Miller
Anthony Vito DiGennaro
Charles Ryan Betcher
SIMON WEINSTOCK
YEHUDA LEIB FLOHR
Aaron Glauber
KENNETH GARY COPANS
Michael Del Grosso
Edward Kerrisk
CRISTIAN BIONDI
Gerard MICHAEL MORRA
AMAN GOEL
CHRISTOPHER TUCCIARIELLO
KEVIN JAMES MULQUEEN
Robert Peter Priore
Michael Peter Sarubbi
SCOTT CHARLES MORROW
LAWRENCE SCOTT VANDEMARK
Anibal Cruz
PETER W MC CORMACK
Peter Edward Katenkamp
MARK ALAN LAZARCZYK
Melissa J. Mineau
RONALD PAULY MAYFIELD
DOUGLAS MICHAEL STERNEMANN
DERRIK ROBERT WYNKOOP

Within 25 miles of Washingtonville, NY, Best Investors lists 99 registered investment advisory firms with 295 offices nearby, managing about $12.2T in combined regulatory AUM across 2,756,451 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 Washingtonville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM