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Best financial advisors in Bald Mountain, NY

Registered advisers within 25 miles of Bald Mountain, NY.

Offices
175
Firms
82
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,020,706 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE WEALTH MANAGEMENT, LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
THE PATRIOT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
WEALTHPRO, LLC
PEAK WEALTH MANAGEMENT
MCNEILL CAPITAL, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
TAILORED WEALTH SOLUTIONS
CONGRESS PARK CAPITAL LLC

Investors

Lori Ann Lennox
Breanna Leigh Lundy
MITSUO ELI LOCKROW
JASON CLARK KASTNER
STEPHEN HOWARD LULLA
RACHEL ELINOR LAUBER
DIONE LEE RAMSDILL
Nicolas D De Troye
DESIREE A MONAHAN
Chase Porter Carroll
LAURA DONOVAN
PAUL MICHAEL KOWALSKI
RANDOLPH JOSEPH ALTAVILLA
Ann Edsforth
Maureen T Parker
Edward Joseph Budd
NEAL JAY SOLOMON
Joseph Edward Kelly
Madeline Skye Butler
James Thomas Cox
ADAM DAVID MC NEILL
SHON IVAN MCLAIN
BARRY J BRUNO
Nicolas Robert Carbone
MICHAEL ROSARIO TESTA
John Joseph Papielion
JAMES ROSCOE DURKEE
MICHAEL JAMES STEINER
MICHAEL LOS
Steven Cox
Philip M Robillard
Warren Robert O'Connor

Within 25 miles of Bald Mountain, NY, Best Investors lists 82 registered investment advisory firms with 175 offices nearby, managing about $11.9T in combined regulatory AUM across 3,020,706 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 Bald Mountain

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM