Best financial advisors in Woodridge, NY

Registered advisers within 25 miles of Woodridge, NY.

Offices

50

Firms

26

Combined AUM

$6.51T

Firm-wide filings, not assets booked only here

Clients

1.13M

1,130,311 clients when Item 5C has a number

Avg / client

$5.76M

Combined AUM ÷ clients

Nearby offices

PROSPERA FINANCIAL SERVICES, INC.

196 BRIDGEVILLE RD
MONTICELLO, NY 12701

LPL FINANCIAL LLC

4446 ROUTE 42
MONTICELLO, NY 12701

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

STATE FARM INVESTMENT MANAGEMENT CORP.

6 Wierk Ave Suite 10
Liberty, NY 12754

11.1 miles away

KEY INVESTMENT SERVICES LLC

53 SOUTH MAIN ST
LIBERTY, NY 12754

11.1 miles away

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

15.2 miles away

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

15.4 miles away

EDWARD JONES

59 BONIFACE DR SUITE B
Pine Bush, NY 12566-7011

15.8 miles away

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

16.9 miles away

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

17.7 miles away

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

17.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

BENKEI ASSET MANAGEMENT

3130 ROUTE 44/55
GARDINER, NY 12525

19.3 miles away

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

19.4 miles away

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

19.4 miles away

EQUITABLE ADVISORS, LLC

22 MONTGOMERY STREET SUITE C
MIDDLETOWN, NY 10940

19.5 miles away

PFS INVESTMENTS INC.

19 DEWITT ST
MIDDLETOWN, NY 10940

19.6 miles away

PFS INVESTMENTS INC.

19 DEWITT ST STE A
MIDDLETOWN, NY 10940

19.6 miles away

Firms

PROSPERA FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

KEY INVESTMENT SERVICES LLC

OSAIC WEALTH, INC.

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BENKEI ASSET MANAGEMENT

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

EQUITABLE ADVISORS, LLC

Investors

LINDA JANE BARRIGER

LORI CHRISTINE SIPOS

Jarryd Paul Killian

CATHERINE M COOMBE

DANIEL MARK COUSE

Eric S. Sappington

Samantha Loughlin

CRAIG DALE CRUMP

ALAN BURT GOODMAN

SENTA LISA CURRAN

DARREN TODD MCCARTHY

Bonnie Jeanne Rule

CONNOR JAYMES COYLE

PAUL FRANK DELNEGRO

SAMUELE DRAGONE

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

JOSEPH JOHN CAMPANELLA

ANDREW G WEYANT

PETER PHILLIP VANETTEN

NANCY FRANCIS WRIGHT

RACHEL HENDRICKS

MARY KAY MARTIN

MICHAEL ERIC BERLIN

Within 25 miles of Woodridge, NY, Best Investors lists 26 registered investment advisory firms with 50 offices nearby, managing about $6.51T in combined regulatory AUM across 1,130,311 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 Woodridge

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM