Best Financial Advisors in Ancram, NY

Within 25 miles of Ancram, NY, Best Investors lists 39 registered investment advisory firms with 72 offices nearby, managing about $8.57T in combined regulatory AUM across 1,029,736 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 Ancram

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LATITUDE ADVISORS, LLC

MARSHALL + STERLING WEALTH ADVISORS, INC.

LINCOLN INVESTMENT

LPL FINANCIAL LLC

MILLER HOWARD INVESTMENTS INC

INDEPENDENT FINANCIAL GROUP, LLC

LIFEMARK SECURITIES CORP.

LPL FINANCIAL LLC

Firms

Investors

Largest firms in Ancram