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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Goshen, NY

Every SEC-registered investment adviser representative at a firm office in Goshen, with the firms that employ the most of them.

57 registered advisors work in Goshen; the most are at Pfs Investments Inc. (9). 8 list the CFP designation and 47 are also registered broker representatives.

Firms with the most advisors in Goshen

FirmAdvisors in Goshen
Pfs Investments Inc.9
Ameriprise Financial Services, LLC news8
Orange Investment Advisors, Inc.7
Osaic Wealth, Inc. news7
Raymond James & Associates, Inc. news5
Raymond James Financial Services Advisors, Inc. news4
Osaic Institutions, Inc. news3
Stifel, Nicolaus & Company, Incorporated news3
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
Great Path Planning1
State Farm Investment Management Corp.1
Wealth Enhancement Advisory Services, LLC news1
Wealthspire Institutional, LLC news1

Advisors in Goshen, A to Z

CFP advisors in Goshen →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in Goshen, NY?

57 investment adviser representatives are registered at firm offices in Goshen, New York, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Goshen?

Pfs Investments Inc., with 9 registered advisors in Goshen, followed by Ameriprise Financial Services, LLC with 8.

How do I check a financial advisor in Goshen?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.