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Best financial advisors in Ballston Spa, NY

Registered advisers within 25 miles of Ballston Spa, NY.

Offices
338
Firms
122
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,223,362 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
EAGLE STRATEGIES LLC
CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC
NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RBC CAPITAL MARKETS, LLC
SAGE HILL ADVISORY AND MANAGEMENT LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CONGRESS PARK CAPITAL LLC
EDWARD JONES
NEWEDGE ADVISORS
SHADE TREE ADVISORS LLC
WPM WEALTH ADVISORS LLC

Investors

LAWRENCE JAY AGLER
ANDREA MARIE PEASE
CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER
BARRY J BRUNO
DAVID JONATHAN RATH
JENNIFER LINDSAY HENRY
Patrick William Kalish
ANDREW HEUSS
Benjamin Michael Guerin
TIMOTHY MICHAEL SMITH
ADAM FLETCHER DOIG
JAMES WILLIAM FLANAGAN
STEPHEN MATTHEW KYNE
Nicholas James Schultz
Matthew Oakley Moore
Heather Fox
JACQUELINE M Sheffer
JAMIE D ZAMANI
ERIN MARGARET SANTSPREE
LISA L SANTOS
MAUREEN K HULBERT
ANDREW KENNETH PLEAT
MARY THERESA GAVIN
ERIC BRIAN WILLIAMS
Adam Swartz
THOMAS P MCCORMICK
SALVATORE JOSEPH ROMANO
Brad F Wagner
Stephen Joseph Rosamino
Armando J Spring
D LEE MILLER
Shannon M Graziano
TIMOTHY TODD KATUSHA
ANDREW MICHAEL CHAPMAN
ROBERT MICHAEL SCHERMERHORN
AMANDA FRIEDMAN
DANIELLE LYNN CEFALU
JOHN DENNIS CARROLL
BENJAMIN JAY CHUCKROW
ROGER HARRIS SAKS
Thomas Biesemeyer
Olivia Lee Wood
NICHOLAS LYLE ROSEBROOK
SAMANTHA R THOMAS
THEODORE WILLIAM WOOD
STEVEN LEE QUESNEL
JANINE M DICKMAN
KIMBERLY JANE SCOTT
MICHAEL ANTHONY NELSON
BRYAN EDWARD CURTIS
GERARD J MEHAN
STEFFEN C HELLERT
PHILIP ANTONIO BARNES II
MICHAEL JAMES STEINER
MICHAEL LOS
Steven Cox
Philip M Robillard
Warren Robert O'Connor
Jon Connell
STEPHEN MICHAEL CUTTING-MILLER
Ryan Patrick McLaughlin
AMY SUE SEAGROATT
THOMAS A BURKE
MATTHEW THOMAS LAWSON
JESSE OAK GEORGE
ADRIENNE MARIE KNAPP
KEITH R. EGBERT
KYLE PAUL BONI
John Gordon McCarthy
ABIGAIL P RAFFERTY
MARK CRAWFORD JENSEN
Madeline Grace Johnson
DANIEL LOVAGLIO
ZACHARY SCALA
Joshua Hipwell
BRIDGET HORAN
MATTHEW TODD SALISBURY
ANDREI A BELOV
Thomas Hogan
AMANDA ELISABETH PIERCE
Manuel NMN Choy
SANDY SAU FAN MOI
WILLIAM PAUL GAMELLO

Within 25 miles of Ballston Spa, NY, Best Investors lists 122 registered investment advisory firms with 338 offices nearby, managing about $13.8T in combined regulatory AUM across 3,223,362 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 Spa

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