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Best financial advisors in Clinton Corners, NY

Registered advisers within 25 miles of Clinton Corners, NY.

Offices
147
Firms
62
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,544,500 clients when Item 5C has a number
Avg / client
$3.64M
Combined AUM ÷ clients

Nearby offices

Firms

BANTAM INC.
COMMONWEALTH FINANCIAL NETWORK
HANSEATIC CORPORATION
SEAHORSE FINANCIAL ADVISERS INC.
LPL FINANCIAL LLC
EDWARD JONES
DDO ADVISORY SERVICES, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LIFEMARK SECURITIES CORP.
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
KEY INVESTMENT SERVICES LLC

Investors

JOHN JOSEPH DUVAL
WARREN MICHAEL COHEN
EDVARD JORGENSEN
DARLENE LEIGH PEDROSA
Kimberly Barnett
DANIEL A D'ORDINE
Derek Alan Doyle
ANDREW HAAG BARON
CHRISTOPHER THOMAS FENTON
EDWARD JAMES MERCIER
Cliff Anderson
RICHARD P TREU
LORI WOOD TIETJEN
SUSAN MARIE GREENE
JACQUELYN KELLY RAE
NINA SUE HILL
WILLIAM JAMES RAE
JEFFREY ALAN SCALES
Socrates George Leotsakos
DOINA MARIA PINTO
BARBARA DEIST BOCCUTO
MICHELLE R MARTIN
SAMANTHA BRANDON BEVERLEY
LYNDA ANN BEISNER
LISA A TEVNAN
OMAR BENVENUTO CARNECCHIA
Peter Stephen Russell
JANE MARIE MCCARTHY
Colton William Crump
JOHN RICHARD SENCHAK

Within 25 miles of Clinton Corners, NY, Best Investors lists 62 registered investment advisory firms with 147 offices nearby, managing about $9.26T in combined regulatory AUM across 2,544,500 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 Clinton Corners

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM