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Best financial advisors in Bearsville, NY

Registered advisers within 25 miles of Bearsville, NY.

Offices
58
Firms
32
Combined AUM
$8.68T
Firm-wide filings, not assets booked only here
Clients
1.43M
1,434,658 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

MILLER HOWARD INVESTMENTS INC
LPL FINANCIAL LLC
LINCOLN INVESTMENT
MARSHALL + STERLING WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
PROSPECT STREET HOLDINGS, LLC
OSAIC INSTITUTIONS, INC.
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

LOWELL GLASER MILLER
GABRIEL SAKELLARIDIS
MICHAEL BRUCE LAMONDA
MICHAEL AMBROSE RYAN
Alex Sette
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
Erin Mary Clancy
Cory J Espejo
John Rahe
RICHARD JOHN JEFFREYS
Cynthia Troeger
MARISSA INTERRANTE
FREDERICK PAUL WOODS
RICHARD DANIEL MARR
Christine Lynn Klee
SHAHEEN E SOLTANKHAH
Melanie Julia Hammond
KENNETH KIRK BEESMER
ERIC MARK JOHNSON
JONATHAN PHILIP MEIER
CHRISTOPHER C PENA
Christopher Ryan DeForest
Mitchell R Zapka
RHONDA LEE VIAPIANO
MICHELLE L REIHBANDT
ARTHUR DAVID STERN
MARGARET LOUISE MCLUCAS
JOHN ARTHUR HIGBEE
Jennifer M Harrigfeld
MICHAEL WILLIAM RISKO
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak
GERALD WALLACE SANBORN
ERNEST RAYMOND SELKE
Michael Ferraro
STEPHEN MEHDI HAKIM
STEPHEN J MAZZEI
STEVEN PAUL DAWSON
WILLIAM PETER ZAIMES

Within 25 miles of Bearsville, NY, Best Investors lists 32 registered investment advisory firms with 58 offices nearby, managing about $8.68T in combined regulatory AUM across 1,434,658 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 Bearsville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM