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Best financial advisors in Alder Bend, NY

Registered advisers within 25 miles of Alder Bend, NY.

Offices
21
Firms
13
Combined AUM
$4.11T
Firm-wide filings, not assets booked only here
Clients
422K
422,130 clients when Item 5C has a number
Avg / client
$9.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC

Investors

STEVEN JOSEPH DIAS

Within 25 miles of Alder Bend, NY, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $4.11T in combined regulatory AUM across 422,130 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 Alder Bend

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM