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Best financial advisors in Alplaus, NY

Registered advisers within 25 miles of Alplaus, NY.

Offices
337
Firms
132
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,223,541 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

SIP FINANCIAL SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
DEL-SETTE CAPITAL MANAGEMENT, LLC
ACACIA GROVE WEALTH MANAGEMENT
NIGHTGALE WEALTH MANAGEMENT LLC
ROBERT L. KRISTEL, C.P.A., P.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GODFREY FINANCIAL ASSOCIATES, INC.

Investors

LANNY KEVIN ROSENBAUM
Amy Marie Aldrich
Guillermo Trujillo
MEGAN BURDICK
Nicholas J Trotta
Andrew T Sayles
Justin David Yetto
Travis Edward Kellman
Raymond John Zegger
WILLIAM GEORGE BARRY
KYLE A MOFFITT
CYNTHIA VOELKER POWELL
STEVEN ROBERT BECKER
HERMES WILLIAM DEL-SETTE
JEREMY MARC SCHER
Dustin John Troia
GLEN RICHARD ALLEN
ANN MARIE ARCEO
Nicole Marie Stone
DARREN JAMES LEADER
STEVEN HERWEYER
Joshua Silaika Moraski
GARY HEIDENSTROM
ROBERT LANNOO KRISTEL
CHARLES A PALMER
William Adam Braat
Anthony Adam DiPace
Kevin Charles Wendoloski
Christopher Michael Nyhan
John Anthony Toper
Tiffany Lea Soricelli

Within 25 miles of Alplaus, NY, Best Investors lists 132 registered investment advisory firms with 337 offices nearby, managing about $13.8T in combined regulatory AUM across 3,223,541 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 Alplaus

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