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Best financial advisors in Bainbridge, NY

Registered advisers within 25 miles of Bainbridge, NY.

Offices
21
Firms
11
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
792K
791,941 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
NBT CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
&PARTNERS
MORGAN STANLEY
GENEOS WEALTH MANAGEMENT, INC.
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP

Investors

ROSE ANN SMITH
Kevin Lee Cooper
ROBERT MARTIN CAREY
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
Timothy R Guinn
PETER VAIL SMITH
MATTHEW DAVID CAMPBELL
Christopher Langford
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
JAMES J ROLLO
Justin Michael Sisenstein
NEAL KULIN MILLER
JORDAN M ALGER
LOUIS ANTHONY GUZZETTA
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
KEVIN LEMIER CORKERY
Zachary Daniel Brown
Kyle Bennett Velte
BRENT A PATRY
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL

Within 25 miles of Bainbridge, NY, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $4.65T in combined regulatory AUM across 791,941 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 Bainbridge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 &PARTNERS 535 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM