Best Investors Account Sign in

Best financial advisors in Ballston Lake, NY

Registered advisers within 25 miles of Ballston Lake, NY.

Offices
343
Firms
133
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,230,945 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GODFREY FINANCIAL ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
CANTY FINANCIAL MANAGEMENT, INC.
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
PKS ADVISORY SERVICES, LLC

Investors

BENJAMIN CHARLES CHAMBERLAIN
Tiffany Lea Soricelli
John Anthony Toper
Christopher Michael Nyhan
JOHN CHARLES LOFRUMENTO
Justin David Yetto
STEPHAN OTTO SCRIBNER
Dominic Joseph Garrant
Michael DeMarco
CHRISTOPHER JOHN SPRATT
SEAN MICHAEL RICHARDSON
MITCHELL JOSEPH CALABRESE
JAMESON Timothy HOWLEY
Ryan Jeffrey Dalbey
Angela Aruanna
Luke Michael Schrader
Steven Michael Krumpholz
Alex James Cunningham
ROBERT FOSTER WOODCOCK
DANIEL W TIDD
ROBIN ANN DAVEY
NATALIE M. GECEWICZ
CHRISTOPHER JOHN FABIAN
LAUREN ELIZABETH WOODCOCK
GREGORY E PODGORSKI
STEPHEN MICHAEL BRONDER
CHELSEA MAGLIOCCA MCAULIFFE
WILLIAM J SCOTTI
RYAN MAX MCAULIFFE
CANDY Michelle FLYNN
ADAM MICHAEL HERSH
Richard Lewis Sandner
Ellen McDermott Reidy
Patrick James Marlatt
CHARLES David LUZADIS
Colin James Tidings
Dalijah Robert Demand
Connor James Benoit
Mason King Delisio
Nathan James Phang
Gary Michael Blanchard
Michael Julian Copulos
Malika Goel
Pamela B Koniszewski
Julia Zacher
COLLEEN K. KAVANAUGH
RALPH WILLNER GIWERC
BRIAN SCOTT GARNETS
JESSICA NICOLE KLUCKA
BRIAN ROBERTSON CUMMING
EVAN CAMERON CROLL
EMILY ELIZABETH MUHVICH
Andrew James Murphy
Daniel McDonnell
Alexander Michael Klein
STEPHEN CLYDE MCNUTT
Victoria Marie James
Matthew Thomas DaCosta
John Anthony Vita
Jared Michael Micheller
Zachary Eveleth
EDWARD JOSEPH CANTY
Joseph William Canty
WILLIAM JOSEPH CANTY
STEVEN ALAN TENNANT
RYAN P WADE
Jason A Blair
Tyler E Lesniewski
Whitney Lotoya Walker
Daniel Pearsall
Stephen Mark Cardinal
MICHAEL SCOTT FRONTERA
BRAD STEVEN HIPSLEY
STEVEN JOSEPH HIPSLEY
DOUGLAS JAMES BRADY
Anthony Medici
Jon Connell
MEGAN BURDICK
JOSEPH CHARLES LINDNER
KIERE D NEULANDER
LEO RAYMOND NICOTERA
AUSTIN JOHN DESKEWICZ
LLOYD WARREN CHURCH

Within 25 miles of Ballston Lake, NY, Best Investors lists 133 registered investment advisory firms with 343 offices nearby, managing about $13.9T in combined regulatory AUM across 3,230,945 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 Ballston Lake

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