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Best financial advisors in Albia, NY

Registered advisers within 25 miles of Albia, NY.

Offices
337
Firms
135
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,229,928 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

FAGAN ASSOCIATES INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
BOUCHEY FINANCIAL GROUP LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
FORUM FINANCIAL MANAGEMENT, LP
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITY SERVICES, INC.
DISCIPLINE WEALTH SOLUTIONS, INC.
EQUITABLE ADVISORS, LLC
ALPHASTAR CAPITAL MANAGEMENT

Investors

AARON JOSEPH FAGAN
DOUGLAS WILLIAM KEENHOLTS
DENNIS PATRICK FAGAN
DREW JONATHAN PRESCOTT
Christopher Michael Reilly
Mark G Curley
DAVID WARNER CLARKE
Scott Patrick Strohecker
STEVEN BERNARD BOUCHEY
MARTIN XAVIER SHIELDS
Harmony Dionne Wagner
Catherine Elizabeth Buck
JOHN SAMUEL MILLET
VINCENZO GIOVANNI TESTA
Nicholas Marinelli
ROBERT JOHN KOVACS
DAHVIA LEE DORING
MARIE ELIZABETH STARK
Amanda Lynn D'Aprile
Sage Vitale D'Aprile
NEIL OLDEN OBRIEN
NICHOLAS ANTONIO SCAMMACCA
JOHN RAYMOND DECRESCENTE
NICHOLAS ORION HANNA
HERBERT DONALD PERKINS
PAMM LOUISE KUHL
KELLY M McGrath
Laura A Sausville
Stephanie M Havens
Shaun Isaiah Roach
KATHLEEN ELIZABETH O'DONNELL LUTHER
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
Joseph W Petry
William Joseph Joslyn
JAMES IVES ROSS
MARK JOSEPH HULBERT
RYAN PATRICK MCCREA
KYLE A HERAN
CRYSTAL MARIE LANGDON
GEORGE LANGDON

Within 25 miles of Albia, NY, Best Investors lists 135 registered investment advisory firms with 337 offices nearby, managing about $13.9T in combined regulatory AUM across 3,229,928 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 Albia

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