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Best financial advisors in Brunswick, NY

Registered advisers within 25 miles of Brunswick, NY.

Offices
338
Firms
135
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,229,928 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CAPABLE WEALTH, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
FARMERS ASSET MANAGEMENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRINCIPAL SECURITIES, INC.
MONTHIE WEALTH ADVISORS

Investors

STEPHEN E HASSO
Laurie Sober Hasso
LISA JEAN CUSANO
Brandon J. Glasser
Kelly S. Chavez-Laprade
NICOLE L MANN
THOMAS ROBERT KELLY
THOMAS VAUGHN BROWN
DAVID ANTHONY MASSARONI
JASON PAUL MALMENDIER
Erica Hubert
McKenna Christine Ryan
JAMES MARTIN BASSOTTI
SHARON THOMPSON DILORENZO
RODNEY WAYNE BREWER
ROBERT JOSEPH SCRIVENS
KYLE WALKER SUMPLE
Ian Joseph Pacifico
PAUL ANTHONY WAJDA
TODD JOHN MCDONALD
ANTHONY JOSEPH PACIFICO
DAVID JAMES O CONNELL
Gavin Quinn
Zachary J LaFave
RALPH AUGUSTINE FIGUEROA
VINCENT LECCE
MICHAEL CRAIG LAPAGE
ROBERT FRANK GRISANTI
Becky M Sciortino
CHRISTOPHER MICHAEL INGEMIE
DAVID P MARTIN
DANIEL SCOTT SULLIVAN
Nicholas Arthur Mattiello
John Michael Daniels
Zachary T Rupert
Christopher Welfley
MICHAEL SPIROS LANIDES
Nicole Leonard
JENNIFER LYNN FRANCIOSA
DAVID PATRICK REILLY
HEATHER M GREGG
MICHAEL R KNIZEK
ANDREW JEFFREYS
SHILIN YIN
Joel DiPersio
Kayla F Kohl
Morgan W Chimento
SEAN ANTHONY MOLONEY
Jonathan HEYWOOD Tellstone
Douglas E Moynihan
Paul J Milano
Shane J Mahieu
Paul Michaels
Kelsey B Irwin
Liam P Ambrosio
Stephen Russell Stewart
Carly M Cuomo
RYAN PATRICK LAMBERT
TRISTIN MICHELLE HOTALING
MARK J WELLS
KATHRYN PATRICIA PETERSON
Douglas Kelly
Daniel D Miller
MARAM T NASHAR
CALEB MICHAEL KEYSOR
Ashley Filuta
Raynard Francis Gagnon
JOHN ANTHONY FORTE
JOHN MICHAEL SCHEIDEGGER
JASON OTIS DELANEY
Jodi Krom Herman
AUTUMN ROSE SIMS
PHILLIP MABEY
Edward Christian Quimby
Justin Arnold
Ammie Mareez Tolentino De los Reyes
Kenneth Russell Shriver
JEFFREY DAVID WEYGANT
RACHEL Anne FIEDLER
ANDREW MICHAEL BLACK
BRAD ALEXANDER SLOAN
ANNE ELIZABETH RILEY
CHRISTOPHER WILSON
ROBERT MICHAEL HAHN
BRANDON WAYNE SIEBERT
Radha Moffitt
TRACY ELLEN RASHFORD
KEITH WAYNE LEECE
Michele Christine Waite
John Eric Tenofsky
DAVID LOUIS FENELON
Chase Bennett Burdick
KEVIN BYRON KRAUS
Jordonna Pauli Spina
THERESA MARIE BRUCE
Keith Robert Collins
Michael DiFabio
PHILIP T CORTESE
Jacob Edward Coughlin
Ryan Patrick Kelton
Sean William Kelton
SALVATORE C SCHITTINO
Aidan Alexander Klein
Terri Suzanne Beaudoin
Christopher James Shaver
Christopher William Ryan
PETER CHARLES MAJOR
WILLIAM HUNTER BOARDMAN
MATTHEW J MAZZONE
SCOTT JOSEPH POWHIDA
VAL JOSEPH TORNICELLI
Adam Joseph Powhida
MATTHEW JAMES HAMEL
MARTHA ANN NIELSEN
PHILLIP JOSEPH MONTHIE
STEPHEN PAUL MONTHIE

Within 25 miles of Brunswick, NY, Best Investors lists 135 registered investment advisory firms with 338 offices nearby, managing about $13.9T in combined regulatory AUM across 3,229,928 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 Brunswick

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM