Best Investors Account Sign in

Best financial advisors in Coeymans Hollow, NY

Registered advisers within 25 miles of Coeymans Hollow, NY.

Offices
228
Firms
101
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,126,449 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
DUTCH ASSET CORPORATION
GODFREY FINANCIAL ASSOCIATES, INC.
EDWARD JONES
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LATITUDE ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
MPWM ADVISORY SOLUTIONS LLC
ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRATOS WEALTH PARTNERS, LTD

Investors

RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
Tyler William Rapp
David Christopher Jeram
RICHARD L OXFORD
CULLEN BREEN
GARY WILLIAM BARKMAN
PHILLIP KAY LYMAN
Eric Jhonsa
RUTH ALICE MARESCA
KATHLEEN LOUISE GODFREY
William T Chronister
Seth Landsman Reinhardt
JOSEPH JOHN BADOLATO
JOSEPH T MURPHY
Christopher Daniel Ikeda-Wood
EOIN DEAN CARROLL
Emma West Gleason
JULIE MORGAN APPLEGATE
JEFFREY ALEXANDER DIEVENDORF
JUDITH FLANDREAU DIEVENDORF
BRENDA DELANEY
CHRISTOPHER ARDITO
CONOR JEFFREY BRYANT
REID GREGORY PRINZO
SHAWN ANTHONY MALONEY
Broderick A Yates
MARK THOMAS BRYANT
Kervin Alcindor
FREDERICK WILLIAM SCHMALKUCHE
Michael Vincent Ciarlo
Barry James Rings
JOHN COLE BUFF
DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JAMES ROBERT BOYER
TERANCE MARCEL RUSO

Within 25 miles of Coeymans Hollow, NY, Best Investors lists 101 registered investment advisory firms with 228 offices nearby, managing about $12.8T in combined regulatory AUM across 3,126,449 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 Coeymans Hollow

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