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Best financial advisors in West Park, NY

Registered advisers within 25 miles of West Park, NY.

Offices
184
Firms
67
Combined AUM
$9.40T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,650,344 clients when Item 5C has a number
Avg / client
$3.55M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
B. RILEY WEALTH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
EDWARD JONES
MARSHALL + STERLING WEALTH ADVISORS, INC.
RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC

Investors

JOHN RICHARD SENCHAK
JAMES SCOTT MARXER
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
WILLIAM DONALD DUNSTAN
ALEXANDER PETER FREDERICK
DAVID WILLIAM FREDERICK
MARK JOSEPH VESELY
Mark Joseph Vesely
ROBERT WAYNE TERRY
Peter Andrew LeRose
CHINTAN HARIPRAKASH SHUKLA
PATRICK JOHN FORD
CARLOS ANTONIO PEREZ
MICHAEL STAREGO
MICHAEL HENRY BAUTISTA
STEVEN MICHAEL KNAPP
Collin Patrick Ford
SARAH ASHLEY BABCOCK
JOHN ANTHONY VITA
John Anthony Vita
DANIEL TARRANT
Adam Breault
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
Stephen Anthony Valentino
CRAIG MATTHEW PESCE
TIMOTHY L PAULSON
Devin MICHAEL McGill
DEAN A LYSENKO
Kelsey Ruth Ponesse
Matthew Larkin DeHond
JESSE David UTTENDORFER
DAWN ANNE MCMENAMIN
JOHANNES DANKER BRAND
MICHAEL FERRARO RODRIGUEZ
Ricardo Ventura
Kenneth Simon
DANIEL GREGORY TUCKER
JAMES DAVID HASKINS
MARK EDWARD CHOINSKI
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS

Within 25 miles of West Park, NY, Best Investors lists 67 registered investment advisory firms with 184 offices nearby, managing about $9.40T in combined regulatory AUM across 2,650,344 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 West Park

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