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Best financial advisors in Clinton, NY

Registered advisers within 25 miles of Clinton, NY.

Offices
77
Firms
42
Combined AUM
$9.13T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,569,548 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
ASCENT WEALTH PARTNERS, LLC
CS PLANNING CORP
KEY INVESTMENT SERVICES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EAGLE STRATEGIES LLC
CARUSO MCLEAN & CO., INC.
EMPIRE RETIREMENT PLANS, LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
STRATEGIC FINANCIAL SERVICES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

ROBERT BROWNLEE GOOD
GRAHAM WILLIAM NELSON
PETER A FRANZ
SCHUYLER B DOMBROSKE
ALLISON ANNE MAJOR
MICHAEL JOSEPH HENNESSY
STUART RUSSELL BROOKS
MELISSA ANNE BOWER
CHRISTOPHER C GIAMBRONE
DENNIS DANIEL COUGHLIN
BRADLEY MICHAEL KOWALCZYK
NEIL ANTHONY EDMONDS
SCOTT CLYDE MCCARTNEY
MARTIN EDWARD MOSHIER
NANCY LAMB KOWALCZYK
TIMOTHY MCGREGOR WELCHONS
JOSEPH DOMINICK SUMMA
CHRISTOPHER BOYAN LAI
SHAWN RYAN NASH
Sophia G Tsoupelis
DOUGLAS FRANCIS BISSONETTE
NEIL SPENCER CAMPBELL
JOSEPH BIALOGLAW
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER
CHRISTOPHER ALAN BRENNEN
JOSEPH MICHAEL TIDERENCEL
TODD Wayland POWERS
John Smith
CRAIG DOYLE NELSON
KYLE RICHARD STRIFE
DAVID B HAMLIN
KEVIN W CONWAY
STEPHEN LOUIS CARUSO
GREGORY BRUCE MCLEAN
ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
ROBERT ALAN DICKS
DAVID S LEMIRE
DOUGLAS SCOTT WALTERS
Francesca Mae Asher
Kyle J Dempster
Nicholas A Accordino
Emma Uvanni
Shannon M Cool
JUDITH VICKS-SWEET
LAURA ELLEN POWERS
MELISSA J FERNALLD
AARON R EVANS
MICHAEL JASON MCGRAW
Jacob Hans Storsberg
Cody Carnaya
Sarah A Owens
ALAN REMY LEIST
Gregory Tedone
Curtis Michael Pearsall
Matthew Taylor Johnson
Connor Francis Gaffney
ALAN REMY LEIST
Benjamin D Petell
Alexys E Jacobs
MICHAEL PANZER
Tobias C Jeralds
Anthony J Pasqualetti
NICOLE RICHAEL LOOMAN
ANDREW JOSEPH HUNN
JEREMY RYAN DENNY
WILLIAM WAYNE HATCH

Within 25 miles of Clinton, NY, Best Investors lists 42 registered investment advisory firms with 77 offices nearby, managing about $9.13T in combined regulatory AUM across 1,569,548 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

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM