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Best financial advisors in Burlington Flats, NY

Registered advisers within 25 miles of Burlington Flats, NY.

Offices
54
Firms
36
Combined AUM
$8.20T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,162,438 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
FUTURE TUNDRA CAPITAL, LLC
KANE FINANCIAL
MORGAN STANLEY
&PARTNERS
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
EQUITABLE ADVISORS, LLC
CS PLANNING CORP

Investors

JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
SCOTT ALLEN CURTIS
JORDAN M ALGER
CLINTON PETER KANE
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
EDWARD JOHN CURLEY
JODY ANGELLOTTI
BRENT A PATRY
KEVIN LEMIER CORKERY
Zachary Daniel Brown
Kyle Bennett Velte
NEAL KULIN MILLER
John Matthew Cook
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
BRUCE SINCLAIR ERATH
ALEXANDRA CATHERINE ERATH
DEREK A MEKA
AUSTIN VANDERHOOF
CRAIG DOYLE NELSON
KYLE RICHARD STRIFE
ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
CHRISTOPHER ALAN BRENNEN
JOSEPH MICHAEL TIDERENCEL

Within 25 miles of Burlington Flats, NY, Best Investors lists 36 registered investment advisory firms with 54 offices nearby, managing about $8.20T in combined regulatory AUM across 1,162,438 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 Burlington Flats

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM