Best Investors Account Sign in

Best financial advisors in Bleecker, NY

Registered advisers within 25 miles of Bleecker, NY.

Offices
13
Firms
8
Combined AUM
$2.70T
Firm-wide filings, not assets booked only here
Clients
432K
432,048 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

LINDA ELIZABETH KESSLER
SUSAN TODD MALLERY
BRANDIE MULLIGAN
JOHN PETER WASHBURN
RONALD MARK OLINSKY
STEFFEN C HELLERT
ANDREW J COOK
BRETT MCCUE
AMANDA FRASIER SKOTARCZAK
WILLIAM WINSMAN
GARY JOSEPH GRECO
DONALD FRANK STANYON
ROBERT EDWARD WAITE
MICHAEL John PARKER
JENNY ANN RULISON-FISCH
RICHARD JEFFERY ANTHONY
Ryan Olsen
DAVID PAUL OLSEN
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
GERARD JOSEPH COLISTRA
Zachary Bowerman
DAVID CARL VANMETER
NERISSA HANLEY
JONATHAN ANDREW FREDERICKS

Within 25 miles of Bleecker, NY, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.70T in combined regulatory AUM across 432,048 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 Bleecker

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM