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Best financial advisors in Colonie, NY

Registered advisers within 25 miles of Colonie, NY.

Offices
297
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

STRATEGIC ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
KEY INVESTMENT SERVICES LLC
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
EDWARD JONES
BLUE JEAN FINANCIAL LLC
JM ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
VANDERBILT ADVISORY SERVICES
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

LEVI ASHLEY
FRANCESCA MILLS
CASEY J. MCPARTLON
MAC A CASALE
SHAMUS P MCCULLOUGH
ANDREW THOMAS MINNICK
DYLAN J SPRAGUE
JAMES ANDREW LACOUR
MICHAEL D CARILLO
CHRISTOPHER DEMANIA
ANDREW P ALTIERI
OLIVIA JANE BROWNELL
BRYANNA LYDELL
ASHLEY LABELLE
KEAGAN O'CONNOR
VALERIE CASSICK
LAURA ELIZABETH KANE
LILIEN WOOLBERT
JAKE AUSTRO
AUSTIN WEAVER
SCOTT MATTHEW MOORE
ORLANDO DIBACCO
SASA MIRKOVIC
Mark Allen Keeling
DEREK RICHARD SHODEN
MARIA NATARELLI
George Armand Amedore
Alex Lee Davison
Rohail Sarwar
Philip Saverio Madonna
SARA G BLONDIN
Emma Rose VanGorder
JENNIFER D BAYLISS
WALTER PETER KLISIWECZ
PAUL ANTHONY CUDA
JOHN G GIGLIELLO
STEVEN L. KENNEDY
Justin W Pangburn
Joseph Paul Milanese
JAMES IRVIN SULLIVAN
JOSEPH JOHN HERMANN
MICHAEL THOMAS BRANDT
RYAN C DUFF
Jodi Felice Sherman
ROBERT JAMES HOPE
CLAUDIO MARIO MASTROIANNI
RICHARD FARLEY DECKER
Craig J Davis
JEFFREY DOUGLAS DAMIA
RICHARD DANIELS
Roderick D Sipe
Noah Francis Clement
RICHARD BRIAN POMBO
RACHEL OLIVIA Minor
STEVEN ALBERT MANNATO
STEVEN SCOTT YEZZO
Jordan Marcus Brandon
Tracy Dickinson
BENJAMIN ANDERS KJENDAL
BRYAN E MCWAYNE
WILLIAM EDWARD BUFKINS
Thiago DeAvila Reis
Donald Benjamin Blowers
Logan Westbury Simms
JAMES FRANCIS MARSHALL
DAVID ANDREW WILLIAMS
ROBERT LAFERRIERE
ARTHUR PAUL FORGET
DANIEL J HARNEY
PAULA CHRISTY HEIGHTON
Lisa Barbera Pett
IAN R MANN

Within 25 miles of Colonie, NY, Best Investors lists 115 registered investment advisory firms with 297 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

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