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Best financial advisors in Clay, NY

Registered advisers within 25 miles of Clay, NY.

Offices
241
Firms
91
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.99M
2,989,764 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
MPM ADVISORS GROUP LLC
GOLDSTRIKE CAPITAL LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
EDWARD JONES
BANKERS LIFE ADVISORY SERVICES, INC.
PRIVATE ADVISOR GROUP, LLC
CREATIVE PLANNING
S.E.E.D. PLANNING GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
IBN ADVISORY SERVICES, INC.

Investors

PETER SCHNEIDER
Matthew Graham
JOHN DALLAS MAHSHIE
MARK JONATHAN MAHSHIE
GENNARO CONCOLINO
ETHAN MONTE DOLCE
Michael DeBottis
JOSEPH I. DIAMOND
Jeffrey Michael Baldigo
TIMOTHY JAY CORDELL
Justin Henty
CHRISTOPHER NICHOLAS ASSIMON
MICHAEL MASSOUD
NICHOLAS CONSTANTINE DUSCKAS
Brynner JW Holland
Susan Izyk
Kristopher Wadsworth
Mark Andrew Banac
MATTHEW CORY MONROE
ANGELA RENNA
NATHAN ROBERT STEVENS
Marie Norkett
KENT SCHMIDT
Alex James Ierardi
Neil Pecka
SEAN R BECKER
Brian Clifford
JEREMY MICHAEL WOOD
Peter Bertone
KIMBERLY RACHEL MILLER
GREGORY PHILIP BOSHART
TERENCE PATRICK COHOLAN
ROBERT MARK STAR
JAMES LEONARD VAN GROUW
Drew Morgan Marinelli

Within 25 miles of Clay, NY, Best Investors lists 91 registered investment advisory firms with 241 offices nearby, managing about $11.7T in combined regulatory AUM across 2,989,764 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 Clay

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM