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Best financial advisors in Broadalbin, NY

Registered advisers within 25 miles of Broadalbin, NY.

Offices
144
Firms
69
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,692,562 clients when Item 5C has a number
Avg / client
$3.94M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CANTY FINANCIAL MANAGEMENT, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
KING WEALTH MANAGEMENT GROUP, LLC
GODFREY FINANCIAL ASSOCIATES, INC.

Investors

JENNY ANN RULISON-FISCH
RICHARD JEFFERY ANTHONY
LINDA ELIZABETH KESSLER
ROBERT EDWARD WAITE
Ryan Olsen
DAVID PAUL OLSEN
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
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
GERARD JOSEPH COLISTRA
DONALD FRANK STANYON
MICHAEL John PARKER
SHERRY ANN HOFFMAN
EDWARD JOSEPH CANTY
Joseph William Canty
WILLIAM JOSEPH CANTY
Dominic Joseph Garrant
Michael DeMarco
STEPHAN OTTO SCRIBNER
BENJAMIN CHARLES CHAMBERLAIN
DANIEL PAUL GALE
PATRICIA MARIE WALTON
KENNETH JORMA TERPENING
JANE MARIE QUINN
JOLYN CONWAY SWEET
Sean Bradley Moynahan
NATHANIEL JAN KING
MICHELE MARIE MARTIN
Tiffany Lea Soricelli
John Anthony Toper
Christopher Michael Nyhan
RACHEL LEIGH ARATA
HARRISON XU

Within 25 miles of Broadalbin, NY, Best Investors lists 69 registered investment advisory firms with 144 offices nearby, managing about $10.6T in combined regulatory AUM across 2,692,562 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 Broadalbin

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM