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Best financial advisors in Bolton Landing, NY

Registered advisers within 25 miles of Bolton Landing, NY.

Offices
35
Firms
15
Combined AUM
$6.02T
Firm-wide filings, not assets booked only here
Clients
935K
934,733 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

PARLIN ADVISORS LLC
EDWARD JONES
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
TD PRIVATE CLIENT WEALTH LLC
KEY INVESTMENT SERVICES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC

Investors

KENNETH B PARLIN
John Martin Gable
TIMOTHY JOSEPH FORMAN
Andrew M Walts
Shawn Rook Hadwen
Christopher James Nelson
CONOR F.P. BOYD
Amanda Noel Cedrone
SEAN MICHAEL AKINS
NATHAN LAFRANCE
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
DAVID FREDERICK BROWN
CHRISTOPHER WILLIAM SKINNER
Paula A Traina
ROBERT ANTHONY RICCIARDELLI
DALE LEWIS MULLIN
TODD KELVIN NEIL
KATHERINE BATES HOROWITZ
Carlo R.A. Cedrone
MATTHEW LUTTON BEEBE
MAXWELL LUTTON BEEBE
Patrick Daniel Mylod
BRANDON THOMAS CRIST
Brian Phillip Warner

Within 25 miles of Bolton Landing, NY, Best Investors lists 15 registered investment advisory firms with 35 offices nearby, managing about $6.02T in combined regulatory AUM across 934,733 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 Bolton Landing

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM