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Best financial advisors in Delanson, NY

Registered advisers within 25 miles of Delanson, NY.

Offices
265
Firms
107
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,130,468 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LINCOLN INVESTMENT
ACACIA GROVE WEALTH MANAGEMENT
NIGHTGALE WEALTH MANAGEMENT LLC
ROBERT L. KRISTEL, C.P.A., P.C.
OSAIC WEALTH, INC.
DEL-SETTE CAPITAL MANAGEMENT, LLC
ADIRONDACK RESEARCH & MANAGEMENT INC.

Investors

FREDERICK HERBERT WINKLER
TIMOTHY JOHN OCHS
Valerie L. Mosher
BRADLEY BONFANTE
KEVIN PATRICK EBERZ
Matthew Joseph Whalen
CHARLES A PALMER
GERARD JOSEPH COLISTRA
GREGORY SCOTT MENGEL
Rachel Jane Portuondo
Grant Mengel
Steven Richard Warren
DAVID LOUIS HAWLEY
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
DARREN JAMES LEADER
STEVEN HERWEYER
Joshua Silaika Moraski
GARY HEIDENSTROM
ROBERT LANNOO KRISTEL
STEVEN ROBERT BECKER
Travis Edward Kellman
Raymond John Zegger
WILLIAM GEORGE BARRY
KYLE A MOFFITT
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
HERMES WILLIAM DEL-SETTE
JEREMY MARC SCHER
Dustin John Troia
GLEN RICHARD ALLEN
ANN MARIE ARCEO
Nicole Marie Stone

Within 25 miles of Delanson, NY, Best Investors lists 107 registered investment advisory firms with 265 offices nearby, managing about $13.1T in combined regulatory AUM across 3,130,468 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 Delanson

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