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Best financial advisors in Bloomingdale, NY

Registered advisers within 25 miles of Bloomingdale, NY.

Offices
10
Firms
7
Combined AUM
$2.29T
Firm-wide filings, not assets booked only here
Clients
244K
243,533 clients when Item 5C has a number
Avg / client
$9.39M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MERCER GLOBAL ADVISORS INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
FIORILE & ASSOCIATES, LLC
OSAIC WEALTH, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investors

Brian Scott Suraf
NICHOLAS PAUL EELLS
GWYNANNE M BISSONETTE
Christopher Edward Miller
KAILA ELISE KELLEHER
KEVIN MICHAEL BRADY
Brian S Penrose
DAVID PAUL NEEDHAM
Matthew Henry Theis
Joseph J Brennan
Corbin j Lucy
Bradley M Varner
JOSEPH EDWARD FIORILE
DANIEL A MITCHELL
DREW WILLIAM BROWN
JEFFREY WILLIAM KEYES
CYNTHIA MARIE VAN DIEN

Within 25 miles of Bloomingdale, NY, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $2.29T in combined regulatory AUM across 243,533 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 Bloomingdale

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 6 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 9,667 clients · 495 advisers $36.7B AUM 7 FIORILE & ASSOCIATES, LLC 2 advisers $24.5M AUM