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Best financial advisors in Bloomington, NY

Registered advisers within 25 miles of Bloomington, NY.

Offices
137
Firms
56
Combined AUM
$9.34T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,539,031 clients when Item 5C has a number
Avg / client
$3.68M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MARSHALL + STERLING WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
MHI FUNDS, LLC
MILLER HOWARD INVESTMENTS INC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PROSPECT STREET HOLDINGS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BLACK SEA GOLD ADVISORS LLC

Investors

BARBARA ANN GINTY
MARIANNE ELIZABETH HOBSON
STEVEN PAUL DAWSON
MICHAEL AMBROSE RYAN
PAUL RICHARD CONTE
DAVID ARTHUR GAGNON
GERALD WALLACE SANBORN
ERNEST RAYMOND SELKE
JUDD MARTIN PETERSON
SCOTT M MARDY
Michael Ferraro
WILLIAM PETER ZAIMES
STEPHEN MEHDI HAKIM
STEPHEN J MAZZEI
Cynthia Troeger
MARISSA INTERRANTE
FREDERICK PAUL WOODS
RICHARD DANIEL MARR
Christine Lynn Klee
SHAHEEN E SOLTANKHAH
Melanie Julia Hammond
KENNETH KIRK BEESMER
ERIC MARK JOHNSON
JONATHAN PHILIP MEIER
CHRISTOPHER C PENA
Christopher Ryan DeForest
Mitchell R Zapka
RHONDA LEE VIAPIANO
MICHELLE L REIHBANDT
ARTHUR DAVID STERN
MARGARET LOUISE MCLUCAS
JOHN ARTHUR HIGBEE
PHILIP ROBERT MELTZER
CATHERINE ANN IRIZARRY
EDWARD THOMAS HILL
Alex Sette
John Rahe
RICHARD JOHN JEFFREYS
Svetlin Krastev
BRIAN C GINTY

Within 25 miles of Bloomington, NY, Best Investors lists 56 registered investment advisory firms with 137 offices nearby, managing about $9.34T in combined regulatory AUM across 2,539,031 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 Bloomington

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM