Best financial advisors in Wurtsboro, NY

Registered advisers within 25 miles of Wurtsboro, NY.

Offices

86

Firms

36

Combined AUM

$7.39T

Firm-wide filings, not assets booked only here

Clients

1.14M

1,143,344 clients when Item 5C has a number

Avg / client

$6.47M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

140 SULLIVAN STREET
WURTSBORO, NY 12790

PROSPERA FINANCIAL SERVICES, INC.

196 BRIDGEVILLE RD
MONTICELLO, NY 12701

PRINCIPAL SECURITIES, INC.

334 BOWSER RD
MIDDLETOWN, NY 10940

J.P. MORGAN SECURITIES LLC

440 RT 211 E
MIDDLETOWN, NY 10940

OSAIC WEALTH, INC.

12 EVERGREEN DR
MIDDLETOWN, NY 10940

LPL FINANCIAL LLC

4446 ROUTE 42
MONTICELLO, NY 12701

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

364 ROUTE 211 E
MIDDLETOWN, NY 10940

LPL FINANCIAL LLC

129 S MAIN ST.
ELLENVILLE, NY 12428

10.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

85 N Main
Ellenville, NY 12428

10.8 miles away

OSAIC WEALTH, INC.

2708 STATE ROUTE 52
PINE BUSH, NY 12566

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

90 NORTH STREET SUITE 205
MIDDLETOWN, NY 10940

11.2 miles away

J.P. MORGAN SECURITIES LLC

75 MAIN ST
PINE BUSH, NY 12566

11.2 miles away

PFS INVESTMENTS INC.

280 ROUTE 211 EAST SUITE 101
MIDDLETOWN, NY 10940

11.3 miles away

EQUITABLE ADVISORS, LLC

22 MONTGOMERY STREET SUITE C
MIDDLETOWN, NY 10940

11.3 miles away

EDWARD JONES

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

11.4 miles away

PFS INVESTMENTS INC.

19 DEWITT ST
MIDDLETOWN, NY 10940

11.5 miles away

PFS INVESTMENTS INC.

19 DEWITT ST STE A
MIDDLETOWN, NY 10940

11.5 miles away

LPL FINANCIAL LLC

633 ROUTE 211 E
MIDDLETOWN, NY 10941

11.7 miles away

EDWARD JONES

13 JAMES P KELLY WAY SUITE B
MIDDLETOWN, NY 10940

12.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

90 CRYSTAL RUN RD
MIDDLETOWN, NY 10941

12.9 miles away

Firms

J.P. MORGAN SECURITIES LLC

PROSPERA FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

EQUITABLE ADVISORS, LLC

Investors

Eric S. Sappington

LINDA JANE BARRIGER

CONNOR JAYMES COYLE

LORI CHRISTINE SIPOS

Jarryd Paul Killian

CATHERINE M COOMBE

DANIEL MARK COUSE

SENTA LISA CURRAN

DARREN TODD MCCARTHY

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

Bonnie Jeanne Rule

JOSEPH JOHN CAMPANELLA

ANDREW G WEYANT

PETER PHILLIP VANETTEN

NANCY FRANCIS WRIGHT

RACHEL HENDRICKS

MARY KAY MARTIN

MICHAEL ERIC BERLIN

THOMAS CARL AMMONS

Tamara Daria Washalski

SCOTT THOMAS KENDRICK

ALLISON L GAUDIO

Ryan John Coakley

Steven Campione

Grace Craig Lutfy

Gregory JOSEPH Lutfy

Thomas J McGimpsey

KEVIN JAMES REGAN

DAVID JOSEPH KELLER

Kieran P Kreider

Within 25 miles of Wurtsboro, NY, Best Investors lists 36 registered investment advisory firms with 86 offices nearby, managing about $7.39T in combined regulatory AUM across 1,143,344 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 Wurtsboro

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