Best financial advisors in Wassaic, NY

Registered advisers within 25 miles of Wassaic, NY.

Offices

147

Firms

57

Combined AUM

$9.31T

Firm-wide filings, not assets booked only here

Clients

2.54M

2,543,749 clients when Item 5C has a number

Avg / client

$3.66M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

3699 RT 44 STE 1
Millbrook, NY 12545

SEAHORSE FINANCIAL ADVISERS INC.

52 FRONT ST.
MILLBROOK, NY 12545

HANSEATIC CORPORATION

59 FRONT STREET
MILLBROOK, NY 12545

LPL FINANCIAL LLC

50 N MAIN ST
KENT, CT 06757

COMMONWEALTH FINANCIAL NETWORK

758 Hunns Lake Road
Stanfordville, NY 12581

LPL FINANCIAL LLC

6 GAY STREET
SHARON, CT 06069

OPPENHEIMER + CLOSE, LLC

17 Juniper Ledge Lane
Lakeville, CT 06039

10.2 miles away

LIFEMARK SECURITIES CORP.

45 NORTH AVE.
PLEASANT VALLEY, NY 12569

13.2 miles away

LPL FINANCIAL LLC

12 NORTH AVE
PLEASANT VALLEY, NY 12569

13.3 miles away

J.P. MORGAN SECURITIES LLC

1600 MAIN ST., SUITE 14
PLEASANT VALLEY, NY 12569

13.3 miles away

MAIN STREET RESEARCH LLC

342 MAIN STREET
LAKEVILLE, CT 06039

13.4 miles away

BANTAM INC.

107 EAST MEADOWBROOK LANE
STAATSBURG, NY 12580

13.5 miles away

EDWARD JONES

1540 Route 44 Main Street
Pleasant Valley, NY 12569

13.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1342 ROUTE 55
LAGRANGEVILLE, NY 12540-5113

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1145 ROUTE 55 Suite #2
LAGRANGEVILLE, NY 12540

14.4 miles away

EDWARD JONES

1133 ROUTE 55 NORTH BUILDING SUITE B
LAGRANGEVILLE, NY 12540

14.5 miles away

EIA INVESTMENTS LLC

60 BUNKER HILL ROAD
SALISBURY, CT 06068

15.2 miles away

LPL ENTERPRISE, LLC

331 GREENHAVEN ROAD
POUGHGUAG, NY 12570

15.4 miles away

EDWARD JONES

938 DUTCHESS TURNPIKE
POUGHKEEPSIE, NY 12603

16.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

488 FREEDOM PLAINS RD., FREEDOM EXECUTIVE PARK SUITE 105
POUGHKEEPSIE, NY 12603

16.5 miles away

Firms

SEAHORSE FINANCIAL ADVISERS INC.

HANSEATIC CORPORATION

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

OPPENHEIMER + CLOSE, LLC

LIFEMARK SECURITIES CORP.

J.P. MORGAN SECURITIES LLC

MAIN STREET RESEARCH LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EIA INVESTMENTS LLC

LPL ENTERPRISE, LLC

Investors

Kimberly Barnett

EDVARD JORGENSEN

MICHELE DIANE PRLICH

WARREN MICHAEL COHEN

SANDRA CERQUEIRA

PHILIP VICTOR OPPENHEIMER

SAMANTHA BRANDON BEVERLEY

LYNDA ANN BEISNER

OMAR BENVENUTO CARNECCHIA

HENRIQUE CATALDI

Michael John Sondag

JAMES EDMUND DEMMERT

Jacob Lionel Margo

AARON MICHAEL STERN

BENJAMIN B ARMELLINI

Stephanie Hawk Andersen

Natalie Elaine McMahon

Roman Tyler LeFebure

Jacob Adam Swartz

Elizabeth Irene Baldassari

LILY NICOLE TAFT

Peter A Fiorita

Alexandra Mary Rooney

JOHN JOSEPH DUVAL

Peter Stephen Russell

ERIC THOMAS TRADITI

ERIC JOHN PLESE

Jeremy William Angevine

ANTHONY ARTHUR COLLINS

LYLE CURTIS ROBERTS

Dominick E Profaci

Chelsea T Hanlon

JUSTIN JAMES SEMKE

Mark Benjamin Cukaj

Within 25 miles of Wassaic, NY, Best Investors lists 57 registered investment advisory firms with 147 offices nearby, managing about $9.31T in combined regulatory AUM across 2,543,749 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 Wassaic

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM