Advisor directory / New York

Financial advisors in Monroe, NY

8 active registered advisors in Monroe, NY — part of 29,859 across New York.

The largest firms in Monroe

Ranked by the assets they manage.

J.P. Morgan Investment Management Inc.1 advisor · $3.5T
T. Rowe Price Associates, Inc.3 advisors · $2.2T
Morgan Stanley3,816 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated3,841 advisors · $1.8T
Blackrock Financial Management, INC17 advisors · $1.6T
Strategic Advisers LLC597 advisors · $1.4T
Northern Trust Investments, Incorporated4 advisors · $1.2T
Captrust19 advisors · $1.2T
Dimensional Fund Advisors LP1 advisor · $1.0T
Edward Jones284 advisors · $1.0T
UBS Financial Services Inc.1,420 advisors · $916B
LPL Financial LLC1,357 advisors · $819B

Advisors on file

Daniel Louis LofreseLPL Financial LLC · Monroe
Douglas Michael SternemannLPL Financial LLC · Monroe
Edward KerriskJ.P. Morgan Securities LLC · Monroe
Joe Ann VaccaStrategic Advisers LLC · Monroe
Michael Del GrossoJ.P. Morgan Securities LLC · Monroe
Simon WeinstockHornor, Townsend & Kent, LLC · Monroe
Steven LombardoJ.P. Morgan Securities LLC · Monroe
Yehuda Leib FlohrCetera Investment Advisers LLC · Monroe

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

Compare firms and investments · Research fund alternatives · Understanding advisors · Advisor costs · Choosing an advisor.