Best Investors Account Sign in

Best financial advisors in Bellona, NY

Registered advisers within 25 miles of Bellona, NY.

Offices
40
Firms
20
Combined AUM
$3.85T
Firm-wide filings, not assets booked only here
Clients
918K
918,040 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLACKRIDGE ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
VANDERBILT ADVISORY SERVICES

Investors

PAMELA M TIERNEY
DAVID RHYS EICHENHOFER
ROBERT THOMAS KOCZENT
William B Henry
Benaiah James Henry
Adam Rayburn
Paul Michael Kato
Joseph C Hayes
Donald Paul Rayburn
DAVID J DERADDO
AMY SARA FORSLIND KANE
JASON GERALD SWARTLEY
JAMES GORDON DURSO
Trevor Peter Lacz
Andrew Ward
BRIAN DAVID HOPPER
Henry John Sandlas
Gregory F Schmitter
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
JOHN BRIAN MCCARTHY
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
ALLEN COHEN

Within 25 miles of Bellona, NY, Best Investors lists 20 registered investment advisory firms with 40 offices nearby, managing about $3.85T in combined regulatory AUM across 918,040 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 Bellona

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM