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Best financial advisors in Colden, NY

Registered advisers within 25 miles of Colden, NY.

Offices
383
Firms
122
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,076,791 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MOLDENHAUER & ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
EDWARD JONES
CLEAR VIEW WEALTH ADVISORS
OSAIC WEALTH, INC.
FARRELL FINANCIAL

Investors

JENNIFER LYNN WARREN
DOUGLAS WILLIAM LAFAY
Craig D LaFay
Tucker T Hanson
JENNIFER MARIE LOPEZ
MARK JOSEPH STEVENS
DAVID RAYMOND STROMECKI
BRETT ALAN MOLDENHAUER
Brian Norman
Jeremy Ryan Walter
GREGORY HARRIS KOTECKI
Patrick Bryan O'Connell
John H Ring
Matthew Lee Hayes
JENNIFER ANN BADZINSKI
JONATHAN DOMBROWSKI
RICHARD CHARLES MOLDENHAUER
Thomas Shant Yokum
Alexander Brian Zdrowak
Timothy Ebsary
JOHN LOUIS LICATA
JAMES FREDERICK JOSEPH
THOMAS G ROBERTSON
LISY PENA
JAMES MICHAEL SANDS
ANDREW W KELLEY
JAMES HENRY EISEMAN
James Kenyon Anderson
MARIA C Senay
VALERIE L PARILLO
JAMES PRIMIANO
CHARLENE LYNN MORROW
Michael Patrick Donahue
John R Donnelly
NEIL JOSEPH FARRELL
NEIL VINCENT FARRELL

Within 25 miles of Colden, NY, Best Investors lists 122 registered investment advisory firms with 383 offices nearby, managing about $12.0T in combined regulatory AUM across 3,076,791 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 Colden

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM