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Best financial advisors in Columbia Center, NY

Registered advisers within 25 miles of Columbia Center, NY.

Offices
61
Firms
37
Combined AUM
$6.77T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,192,867 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
CS PLANNING CORP
ADIRONDACK FINANCIAL SERVICES CORP
CITIZENS SECURITIES, INC.
JC MIANO INVESTMENT ADVISORY SERVICE
QUARTZ PARTNERS INVESTMENT MANAGEMENT
PFS INVESTMENTS INC.
EQUITY SERVICES, INC.
LIFEMARK SECURITIES CORP.
VOYA FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

DEREK A MEKA
AUSTIN VANDERHOOF
DAVID CARL VANMETER
CHRISTINE MARIE VANMETER
Luke Lawrence VanMeter
ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
CRAIG DOYLE NELSON
KYLE RICHARD STRIFE
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER
WILLIAM FOX LOCKE
JOHN J CLARK
FRANCES J PARENT
ASHLEY L KINNEY
JOSEPH ALBERT LEO
JAMES PATRICK CHASE
David Andrew Huhtala
CHARLES VINCENT BATSON
MARK DONALD FORESTI
JAMES GILBERT BROCK
DAVID KRISTOPHER GRIFFITH
ADAM JAMES MILLER
JONATHAN LOVECCHIO
MARK STEVEN LEWANDROWSKI
CATHY L CRISTMAN
JANICE POWERS WILLIAMS
WILLIAM BRIAN READ
ROBERT KENNETH WATKINS
Adam Michael Green

Within 25 miles of Columbia Center, NY, Best Investors lists 37 registered investment advisory firms with 61 offices nearby, managing about $6.77T in combined regulatory AUM across 1,192,867 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 Columbia 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 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