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Best financial advisors in Colonie Center, NY

Registered advisers within 25 miles of Colonie Center, NY.

Offices
295
Firms
115
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,221,984 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITY SERVICES, INC.
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
GREENBUSH FINANCIAL GROUP, LLC
BLUE BOX DOCS, LLC
VALIC FINANCIAL ADVISORS, INC.
EDEN ADVISORY SERVICES, LLC
AMIDON & PETERSEN FINANCIALS, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.
BENJAMIN SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
HIGH PROBABILITY ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

THOMAS ANTHONY GESSICK
CATHERINE GUAY
MICHAEL MACDONALD
DAN JUDE DANAHY
JOSEPH L DIBELLA
STEPHEN J WOODARD
Paige Marie Douglas
Susan M Crannell
Thomas Richard Kukuk
Gregory Ronald Smith
DAVID MICHAEL WOJESKI
MICHAEL R. RUGER
ROBERT MICHAEL MANGOLD
Bradley Scott Harkness
DANIELLE MAJOR
ALYSIA DAWN MILLER
GREGORY DAVID REO
CONNOR CHAMBERS
KYLE PATRICK CHAMBERS
Gavin F Jeffers
THOMAS JAMES CHAMBERS
Nicholas Ventura
JOSEPH ANDREW VENTURA
BUFFY ARMSTRONG LEONARD
JOHN EDWARD CARL
JEFFREY PAUL TROMBETTA
CATHARINE CHANDLER
WILLIAM THOMAS BAKER
BRIAN THOMAS MCKEE
RICHARD ALAN ROBB
JOHN FRANCIS BEVILACQUA
JAMES ANTHONY FARANDA
HARRY DAVID HARTMAN
Todd J Trombly
STEVEN ALLYN MASSEY
MICHAEL J HASTINGS
John Michael Nuzzi
RYAN JAMES CHENOT
BRIAN DAVID HOOKS
Katherine Isabel Schonfarber
CHRISTOPHER WARREN CHARLTON
MATTHEW G CLEMENT
Steven Howe
BEAU PERRY LAPAGE
Anthony Adam DiPace
JAKE WALKER COOPER
JONATHAN M CASTLE
DONALD LEE DORR
Liam Rice
SCOTT HOWARD SOLOMON
THOMAS JAMES BROWN
JOSEPH GERARD GEIS

Within 25 miles of Colonie Center, NY, Best Investors lists 115 registered investment advisory firms with 295 offices nearby, managing about $13.6T in combined regulatory AUM across 3,221,984 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 Colonie Center

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