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Best financial advisors in Cold Brook, NY

Registered advisers within 25 miles of Cold Brook, NY.

Offices
55
Firms
33
Combined AUM
$6.61T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,122,335 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ASCENT WEALTH PARTNERS, LLC
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
STRATEGIC FINANCIAL SERVICES
CS PLANNING CORP

Investors

TODD Wayland POWERS
John Smith
CHRISTOPHER ALAN BRENNEN
JOSEPH MICHAEL TIDERENCEL
JOSEPH BIALOGLAW
NEIL SPENCER CAMPBELL
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
CHRISTOPHER C GIAMBRONE
DENNIS DANIEL COUGHLIN
Brianna Morgan Komondor
ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
CRAIG DOYLE NELSON
KYLE RICHARD STRIFE
Gregory Allen Mattacola
Benjamin D Petell
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER
MELISSA ANNE BOWER
RAYMOND ANTHONY ACOSTA
Joseph A Alnutt
Alexander Gere

Within 25 miles of Cold Brook, NY, Best Investors lists 33 registered investment advisory firms with 55 offices nearby, managing about $6.61T in combined regulatory AUM across 1,122,335 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 Cold Brook

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM