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Best financial advisors in Clifton Park, NY

Registered advisers within 25 miles of Clifton Park, NY.

Offices
360
Firms
143
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,230,122 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STANSBERRY ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
HOLISTIC WEALTH ADVISORS
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
PFS INVESTMENTS INC.
BANKERS LIFE ADVISORY SERVICES, INC.
KEY INVESTMENT SERVICES LLC
OPTIMUS WEALTH MANAGEMENT GROUP, INC.

Investors

CARMELO THOMAS NICOLOSI
Corey Thomas Drejas
Jeffrey D Starr
JUSTIN JAMES SPRAKER
CHARLES GARY DRAKE
LAKSHMI NAGARAJAN
STACY ANN CLIFFORD
MICHAEL FRANKLIN MCCAMY
THOMAS ANDREW LYNCH
SUE ANN DONOVAN
Benjamin Couture
ROBERT GARLAND BRONK
Jeffrey David Simays
Matthew Morrison
DONNA MARIA STEWART
MICHAEL DUANE LAFLECHE
Louis A Dahoda
GREGORY JOSEPH BRUNO
KEMAL GARUC
THOMAS MARTIN APPLETON
GEORGE WILLIAM HARRIENGER
KERRY GORDON MAYO
Sciandra Julianne
MARK RYAN EDWARDS
RONALD WAYNE SNAPP
JAMES ANTHONY HICKS
JENNIFER LYNN KOEGL
ALYSSA L HICKS
Christopher Robertson
MICHAEL EDWARD BROWN
TIMOTHY JOHN MANNING
JOHN EDWARD DALEY
JOHN PATRICK BRYANT
MICHAEL J. SLEASMAN
RICHARD LAWRENCE LANE
DANIEL LAWRENCE POLANSKY
JAMES PATRICK DALEY
Amy Lyn Taylor
PHILIP CHARLES GALLANT

Within 25 miles of Clifton Park, NY, Best Investors lists 143 registered investment advisory firms with 360 offices nearby, managing about $14.0T in combined regulatory AUM across 3,230,122 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 Clifton Park

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