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Best financial advisors in West Point, NY

Registered advisers within 25 miles of West Point, NY.

Offices
535
Firms
191
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,762,299 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

HUDSON PORTFOLIO MANAGEMENT LLC
MAGNOLIA CAPITAL MANAGEMENT
LUNIN-PACK PLANNING AND ADVICE, LLC
PRENTICE INVESTMENT MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
PRIVATE ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
PARK AVENUE SECURITIES LLC
J.P. MORGAN SECURITIES LLC

Investors

BYRON SCHOENDORF STINSON
TOYKEN YEE
Tamar Cunningham Stubbs
T. JEFFERSON COLEMAN CUNNINGHAM
THOMAS Jefferson CUNNINGHAM
CAROL ANN POWELL
JESSE NMN LUNIN-PACK
ELISABETH ARIEL NEUBERG
Robert Peter Priore
Michael Peter Sarubbi
Anthony Vito DiGennaro
Charles Ryan Betcher
Tyler Miller
BRENDA ANN HEITMULLER
PHILLIP IAN WILLIAMS
Bryan Rourke
Anibal Cruz
Ilana C Stern
Zachary Scott Ruttenberg
DANIEL VINCENT GIAIMO
PATRICK LENNON
Gerard MICHAEL MORRA
AMAN GOEL
CHRISTOPHER TUCCIARIELLO
KEVIN JAMES MULQUEEN
RAJAN KUMAR
ANDREA ELIZABETH COLADARCI
Pranav Rao
ADAM GARTSIDE
JIMMY JAMES KUKA
CHASE ALLAN SMITH
JAMES MATHEW BRANDEMARTE
ANDRE JESUS ST.LOUIS
BRENDA MARIE HOTALING
JOSEPH M SCIABICA
Luisa Cecilia Paltin Zhingri
Frank J. Rodriguez

Within 25 miles of West Point, NY, Best Investors lists 191 registered investment advisory firms with 535 offices nearby, managing about $12.6T in combined regulatory AUM across 2,762,299 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 Point

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