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Best financial advisors in Bloomfield, NY

Registered advisers within 25 miles of Bloomfield, NY.

Offices
430
Firms
166
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,955 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
VANDERBILT ADVISORY SERVICES
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
USI SECURITIES, INC.
ASHTON THOMAS SECURITIES, LLC
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
DKCB FINANCIAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Jared Greagan
PETER EDWARD ZEDICK
SEAN JAMES O'BRIEN
SCOTT FRANCIS RICCI
JOSEPH CARL HURLIMANN
William Casey Johnson
MICHAEL SEAN JOHNSON
KELLY LYN ZITO
THOMAS WILLIAM TARKOWSKI
MATTHEW R KEENAN
DANIEL WESLEY BENTZ
RENEE LYNNE ORLANDO
David Lloyd Kendig
Thomas Nolan Bailey
Anthony Michael Bouvy
Katherine kelly Donegan
Joseph Charles Kapfer
STEPHEN MICHAEL ASHE
JEREMY PEDER KROG
DAVID JOEL STOLLER
PHILLIP C SHEEHAN
BRETT R CAROSELLI
KEVIN JOHN SHILTZ
MICHELLE E. DIRENZO
HEATHER R BARNIAK
STEFAN MUOIO
Jacob Richard Yankloski
Haley Lang
Daniel Joseph Barrow
Jessica Petterson
Sean Mallory
Shawn Paylor
Emily Freese Maunz
Jacob Thomas Shea
MICHAEL SAMUEL TORNATORE
MARTIN Esteban PIVA
Michael Edward Lopes
Lucas Donald Yankloski
Vincent Benjamin Calcagno
Jacob D Lana
Christopher T Kenney
Killian Bonnie Mahoney
Carson Charles Crandall
Alexander Michael Goorman
Keara L Hartson
Kaitlin Patt
Jonathan Schooley
Deborah Ann Livingston Smith
Christopher Thomas Andolina
Diana Chowdhury
Raymond George Bauman
Hyesung Jang
Andrew John Van Houten
Joshua Louis Catanese
Joseph Christian Kircher
Angel Ricardo Alvarez
Christopher Michael Harmon
Alex Andrew Lincoln
Cole Weichman
CRAIG ALLEN MAPSTONE
KOEN MICHEL GOORMAN
SHANA LINDSEY RIVERA
Alexander James Mapstone
Michael Jeffery Wayman
Dylan Joseph Stoller
Parker Douglas Wichelmann
Richard Joseph Cantwell
Tyler Thurley Felder
Andrew Toomey
JEFFREY CHRISTIAN MAPSTONE
Henry Walling Smith
Alejandro Bruno
Abigail Renee-Amidon Stevens
Cameron Drew Kohs
Samuel Joseph D'Amico
Todd Everts
William Hewitt Hager
JUSTIN T CORBIN
James Arellano
Nicholas Salvatore Caracci
PETER MARTIN KNITTLE
ROBERT P. MORSE
Lawrence Joseph Giangreco
KYLE ROBERT DOWNEY
RALPH KEITH ANGELO
ROBERT CHRISTOPHER CONDERMAN
MATTHEW SHELDON FISCHER
Elliott Robert Morse
Daniel Masino
SARAH BETH FULLER
LISA A TESTA
EDWARD DEGAN LIPSKI
AMY JEANNE SULLIVAN
NATALIE BIANCA ESTABROOKS
BENJAMIN ROBERT WILSON
LISA MARIE FISHER
PHILIP JOHN WELCH
NEIL DAVID RUDA
CHRISTIAN M GEHLEN
SUZANNE GLADYS XANDER
ALLEN PHILIP CANTONI
MICHAEL JOSEPH PERRONE
ELISE SYBERG
LANEY MARGARET SAVOIE
KIRI RAMSEY
GAIL DELUCA
WENDY MARIE SYDESKI
LAURELLE PATRICIA BYRNE-CODY
JOHN VINCENT FAZIO
ROBERT GORDON KATZ
JENNIFER MARIE Balazs
JOHN ALOYSIUS MONTAGUE
GREGORY JAMES RAHMLOW
TIMOTHY JOHN MEISENZAHL
JOSEPH ROBERT TOBIN
ROBERT JAMES GRINGERI
MICHAEL SCOTT ADAMS
ROBERT JAMES GRINGERI
JOSEPH PAUL CRISPINO
JOSEPH ANDREW BUCHER
RACHELLE L SNYDER
DAVID J SCHMIDL
DANIEL J RUDD
PATRICK JAY UNDERWOOD
Scott Davies
MATTHEW WILLIAM GEHERIN
PAUL MATTHEW DIDURO
LISA D MULVANEY
MARK ALAN YUHNKE
JOHN MICHAEL CEDDIA
ROBERT LEONARD WALLS
JOHN M MITRANO
KARL E HEATH JR
JOHN RICHARD NAGLE-CARALUZZO
PATRICK MICHAEL GALLAGHER
BRYAN J. BONISTEEL
JAMES ENRICO FERRARI
CHRISTOPHER LEE SHEKELL
JOSEPH N BIANCHI
PAMELA JANE BAKER
CHRISTA MARIE SHARKEY
MICHAEL SNOW
JULIEANN ELIZABETH ANGIE
Kristen Anne Storey
Eric Rogers
ADAM G FOLLMER
Matthew Amos Hettinga
Nicholas B DaBella
Charles Salina
Nicholas Bocach
BRUCE EDWARD SUNDERVILLE
MICHAEL B ARGAMAN
MICHAEL ROBERT DONAHUE
BRUCE WILLIAM MARCHE
MELINDA ANN DIX
ERIC MICHAEL PALUMBO
ANTHONY JOHN MURRAY
NANCY Dabella Eagle
ZACHARY Thomas WAGNER
JEFFERSON AVERY WEBSTER
Grant Daniel Kohler
TODD ELLSWORTH HARRIS
CONNIE LYNN GILDERHUS
JAMES KENNETH KRUEGER
CHRISTOPHER AARON MILLER
Amanda Jean Kremer
BERNADETTE L KRUEGER
TODD ROBERT SLOTH
ROBERT JOHN WHITBECK
JAMES RICHARD GRAY
BRIAN R WHITBECK
MICHAEL VINCENT DEER
JULIE LANGELIER YUNKER
TRACY LILLIAN DEER
Gregory Joseph Mitchell
LISA Marie RIOS
ROBERT JAMES LEE
JONATHAN Y SMITH
JENNIFER LYN LOTTA
DAVID WESLEY PRULL
MICHAEL PATRICK DAVIS
GREGORY ALAN WEISS
Aileen F DeFroda
CHRISTINE LANZISERA
JUSTINE KINAJ
Mourad Tossounian
TERRENCE PATRICK BRITT
C CHRISTOPHER STAFFORD
Gerald Haig Ariyan
JAMIE THOMAS FISHER
THEODORE WILLIAM MCDONAGH
TAMI ANN Lanzisera
CORY BLAINE SCHAUER
JUSTIN COLE CUVELIER
ERIC DAVID MONTIJO
Josy Luis Reid-Espinal
Randall Derrick Lee
JOSEPH ANTHONY LANZISERA
JENNIFER LYNNE BEALS
DANIEL STEPHEN BAUERS
JODY ANN SWAPP
JOHN ROBERT WILSON
MICHAEL DAVID AGOSTINELLI
ROBERT CHARLES LINDER
JEANNE E MORELLI
KARL P CEDARLEAF
CHRISTINA MARIE KUBRICH
LAURIE ZASTAWRNY
Michael Clifford Colby
David Nathan Long
KEVIN BRUCE BROWN
JEFF D. WOLK
RANDALL P. TRAHAN
NICHOLAS JAMES SARTO
Michael Lawrence Caruso
Aaron Jeffrey Wolk
Jacob K. Brown
MARK OCONNELL DOWNEY
TRICIA A. ZANON
MATTHEW HARTSTEIN
KEITH CHARLES BOCK
JONATHAN PAUL LARUE

Within 25 miles of Bloomfield, NY, Best Investors lists 166 registered investment advisory firms with 430 offices nearby, managing about $14.9T in combined regulatory AUM across 3,021,955 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 Bloomfield

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM