Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Rhinebeck, NY

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

24 registered advisors work in Rhinebeck; the most are at LPL Financial LLC (5). 11 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Rhinebeck

FirmAdvisors in Rhinebeck
LPL Financial LLC news5
Wells Fargo Clearing Services, LLC news5
Kilter Group3
Ameriprise Financial Services, LLC news2
Commonwealth Financial Network news2
John G. Ullman & Associates, Inc.2
Raymond James Financial Services Advisors, Inc. news2
Concurrent Investment Advisors, LLC news1
Ddo Advisory Services, LLC1
Moonbridge Financial Design, LLC1

Advisors in Rhinebeck, A to Z

CFP advisors in Rhinebeck →

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 Rhinebeck, NY?

24 investment adviser representatives are registered at firm offices in Rhinebeck, New York, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Rhinebeck?

LPL Financial LLC, with 5 registered advisors in Rhinebeck, followed by Wells Fargo Clearing Services, LLC with 5.

How do I check a financial advisor in Rhinebeck?

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.