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Best financial advisors in Albany, NY

Registered advisers within 25 miles of Albany, NY.

Offices
317
Firms
118
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,131,977 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
EDWARD JONES
BOUCHEY FINANCIAL GROUP LTD
EQUITY SERVICES, INC.
INDEPENDENT FINANCIAL PARTNERS
J.P. MORGAN SECURITIES LLC
ARISTA ADVISORY GROUP, LLC
EQUITABLE ADVISORS, LLC
HBW ADVISORY SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

BRIAN A SLATTERY
TERRENCE JAMES PELLITTERI
Kurtis Glen Parde
JAMES PETER PELLITTERI
Mark G Curley
Nicholas Marinelli
ROBERT JOHN KOVACS
DAHVIA LEE DORING
KEVIN BYRON KRAUS
Jordonna Pauli Spina
THERESA MARIE BRUCE
Shaun Isaiah Roach
DAVID WARNER CLARKE
Scott Patrick Strohecker
STEVEN BERNARD BOUCHEY
MARTIN XAVIER SHIELDS
Harmony Dionne Wagner
Catherine Elizabeth Buck
JOHN SAMUEL MILLET
VINCENZO GIOVANNI TESTA
RACHEL COHEN MCDERMOTT
DUSTIN ROBERT CONTE
MARK WILLIAM THOMAS
ERIC D. GOLDSTEIN
KEITH ROBERT WELLS
NICOLETTE MURRAY
SEAN DAVID RELYEA
DALLAS BETTS
JOSEPH CHRISTIAN WARDELL
DANIEL R REITZ
PAUL E HALDEMAN
JOSHUA MICHAEL LOCHNER
DARREN CONTE
JESSE HARLEY PARKS
JOHN JOSEPH CUNNINGHAM
BRIAN MCCARTHY
DANIEL ANDREW MCCARTY
Michael Albert Mareno
DEREK MICHAEL BELL
HAL MARK ALLEN
DOMINICK JOSEPH PANETTA
SUSAN L STONE SCHELL
Chase Bennett Burdick
Frederick E Disbrow
BERNARD CHARLES MURPHY
Anthony Peter Chrisikos
JAMES IVES ROSS
MARK JOSEPH HULBERT
RYAN PATRICK MCCREA
KYLE A HERAN
JOEL MICHAEL FISHMAN
PAUL RAYMOND MOREHOUSE
PHILIP T CORTESE
Jacob Edward Coughlin
Ryan Patrick Kelton
Sean William Kelton
SALVATORE C SCHITTINO
Aidan Alexander Klein
Terri Suzanne Beaudoin
Christopher James Shaver
Christopher William Ryan
Gregory Ronald Smith

Within 25 miles of Albany, NY, Best Investors lists 118 registered investment advisory firms with 317 offices nearby, managing about $13.6T in combined regulatory AUM across 3,131,977 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 Albany

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM