Best financial advisors in Westtown, NY

Registered advisers within 25 miles of Westtown, NY.

Offices

119

Firms

49

Combined AUM

$7.89T

Firm-wide filings, not assets booked only here

Clients

1.24M

1,244,179 clients when Item 5C has a number

Avg / client

$6.34M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

16 DEWITT RD
SUSSEX, NJ 07461-3704

STATE FARM INVESTMENT MANAGEMENT CORP.

22 Route 6 L1
Port Jervis, NY 12771

LPL FINANCIAL LLC

17 EAST MAIN STREET
PORT JERVIS, NY 12771

STATE FARM INVESTMENT MANAGEMENT CORP.

20 E Main St
Port Jervis, NY 12771

EDWARD JONES

139 Pike St
Port Jervis, NY 12771-1807

EDWARD JONES

13 JAMES P KELLY WAY SUITE B
MIDDLETOWN, NY 10940

LPL ENTERPRISE, LLC

529 RT 515 SUITE 202 A AND B
VERNON, NJ 07462

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2679 Route 17M Suite C
Goshen, NY 10924

J.P. MORGAN SECURITIES LLC

146 US HWY 94 S
WARWICK, NY 10990

10.3 miles away

LPL ENTERPRISE, LLC

20 SPRING STREET SUITE 1A
WARWICK, NY 10990

10.4 miles away

LPL FINANCIAL LLC

13 WHEELER AVE
WARWICK, NY 10990

10.5 miles away

PRIVATE ADVISOR GROUP, LLC

28 Rail Road Ave Suite 2B
Warwick, NY 10990

10.5 miles away

MAGELLAN FINANCIAL SOLUTIONS LLC

13 OAKLAND AVENUE
WARWICK, NY 10990

10.6 miles away

CETERA INVESTMENT ADVISERS LLC

10 OAKLAND AVE 2ND FLOOR
WARWICK, NY 10990

10.6 miles away

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

10.6 miles away

EDWARD JONES

8 FORESTER AVENUE SUITE 100
WARWICK, NY 10990

10.6 miles away

OSAIC WEALTH, INC.

2354 STATE ROUTE 17A
GOSHEN, NY 10924

10.7 miles away

EQUITABLE ADVISORS, LLC

22 MONTGOMERY STREET SUITE C
MIDDLETOWN, NY 10940

10.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

10.8 miles away

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

10.9 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

PRIVATE ADVISOR GROUP, LLC

MAGELLAN FINANCIAL SOLUTIONS LLC

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOSEPH LOUIS KOPEC

Joel Mermelstein

SCOTT RICHARD ONOFRY

JAMES KEITH DEMMER

Ulana Marie Emerson

Tamara Daria Washalski

ANTHONY CLINO PESCE

Anthony Michael Tangredi

Peter William Sears

CRISTIAN BIONDI

DENNIS NICHOLAS CORDOVA

CHRISTOPHER PETER LARKIN

ANN MARIE MOORE

RAUL PETER BERINA

HARVEY LEE BOWKS

PAUL FRANK DELNEGRO

Joseph Earl Schaefer

DIANE V. LINDSAY

ROGER ALLEN PIKUL

Daniel Louis Vobroucek

SANDEEPKUMAR MANGUBHAI PATEL

DARREN TODD MCCARTHY

CONNOR JAYMES COYLE

Stephanie Raine DeAngelis

Luigi James Fratto

Shawn William Behrent

Louis Joseph Algiere

Christopher Petrollese

Ashley Nicole Magen

Thomas Gunton Budington

Erick Edward Eichner

John Paul Recine

Steven J Trotta

Within 25 miles of Westtown, NY, Best Investors lists 49 registered investment advisory firms with 119 offices nearby, managing about $7.89T in combined regulatory AUM across 1,244,179 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 Westtown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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