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Best financial advisors in Alder Creek, NY

Registered advisers within 25 miles of Alder Creek, NY.

Offices
62
Firms
35
Combined AUM
$6.72T
Firm-wide filings, not assets booked only here
Clients
1.18M
1,184,591 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
STRATEGIC FINANCIAL SERVICES
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
BIRCH WEALTH MANAGEMENT
BELPOINTE ASSET MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.

Investors

JEFFREY HAZARD
RICHARD F HAZARD
TIMOTHY FRANCIS FRASER
DAVID HUNTER O'NEIL
DANIEL GUY DEBLOIS
MARK DAVID VACCA
RAYMOND ANTHONY ACOSTA
Joseph A Alnutt
Brianna Morgan Komondor
Alexander Gere
Gregory Allen Mattacola
Benjamin D Petell
JOHN GEORGE SLIFKA
JOSEPH DOMINICK MAZZAFERRO
DAVID MARK WATERS
STEVEN EUGENE JARVIS
MICHELLE LEE SHAUGER
SHAWN E WILLIAMS
IRIS LEE BUCZKOWSKI
MAXWELL MOORE
Paige Nashton
RICHARD JAMES PRESKY
Bryan Gifford McCormick
WILLIAM GIFFORD MCCORMICK
DANIEL CLAUDE ORCUTT
David Andrew Huhtala
JAY MICHAEL SCIENZA
DIANE LYNN KINGSLEY
ASHLEY L KINNEY

Within 25 miles of Alder Creek, NY, Best Investors lists 35 registered investment advisory firms with 62 offices nearby, managing about $6.72T in combined regulatory AUM across 1,184,591 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 Creek

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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