Best Investors Account Sign in

Best financial advisors in Concord, NY

Registered advisers within 25 miles of Concord, NY.

Offices
109
Firms
40
Combined AUM
$9.31T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,678,874 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER GROVE ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PARK AVENUE SECURITIES LLC
KEY INVESTMENT SERVICES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
FINISH LINE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
MAIN LINE CAPITAL MANAGEMENT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DOUGLAS WILLIAM LAFAY
Craig D LaFay
JAMES ROBERT MERENICK
ANDREW JAMES SWARTWOUT
JENNIFER LYNN WARREN
Timothy Ebsary
James Kenyon Anderson
BRUCE D HYMAN
Michael Patrick Donahue
John R Donnelly
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
SCOTT ROBERT UEBELHOER
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD
NICHOLAS STEPHEN DIRIENZO
DARYL MATTHEW OAR
Richard Joseph Hulburd
Yanina Hart
Tucker T Hanson
JENNIFER MARIE LOPEZ
MARK JOSEPH STEVENS
DAVID RAYMOND STROMECKI
Thomas Shant Yokum
ANDREW W KELLEY