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Best financial advisors in Berkshire, NY

Registered advisers within 25 miles of Berkshire, NY.

Offices
96
Firms
39
Combined AUM
$9.16T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,572,761 clients when Item 5C has a number
Avg / client
$3.56M
Combined AUM ÷ clients

Nearby offices

Firms

NEW HORIZON FINANCIAL STRATEGIES, LLC
LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
MERRYFIELD BARNES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
FINGERLAKES WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
VOSS WEALTH MANAGEMENT

Investors

Kevin Peter Tarnovski
ANGELA MARIE ONEILL
PAUL ALEXANDER STREBEL
JOHN H COULOMBE
Patrick William Ousterout
Gregory Charles Burns
CONOR M HOGAN
JOSEPH LAWRENCE FERRI
HOWARD CHRISTOPHER PALMER
RAYMOND M O'BANNION
Nathan Melfi
JOHN MICHAEL CORSI
Daniel Harter
CHARLES WHITNEY BARNES
PETER DAVID GEORGE
JOHN FRANCIS FABRIZIO
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
PETER VITALE
ROBERT HUGHES AINSLIE
BROOKE A REILLY
CRISTA GEE
MARISSA L CAREY
James Henry Thomforde
STEVEN D HEADRICK
JEREMY MICHAEL DOWNS
Steven E Cox
WILLIAM LOUIS CURRIE
Timothy G Jennings
MELISSA S. VANDERHOOF
SUSAN DEVITT MCCORMICK
KSENIA DMITRIEVNA TRIKOZ
MARSHALL MCCORMICK
KEVIN WALTER SHREVE
Alyssa Jordan Clark
CAITLIN ANNE KUHNEN
JEFFREY GLENN THATCHER
KEVIN EDWIN PORTER
CHRISTA RAENNE PERRY
RACHAEL ASHLEY KETTLE
BRIAN ANTHONY VOSS
DAVID JOSEPH POWELL