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Best financial advisors in East Greenbush, NY

Registered advisers within 25 miles of East Greenbush, NY.

Offices
293
Firms
116
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,138,164 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GWN SECURITIES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
KEY INVESTMENT SERVICES LLC
MUSSETT WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
BROADWAY ADVISOR GROUP
MERIN GLOBAL FOREX MARKETS LTD.
STARLION GLOBAL MANAGEMENT INC
ALDABARAN ADVISORY LLC
MIA LEE FINANCIAL
KALOS VENTURES MANAGEMENT LLC
DUOMO CAPITAL
LAHONTAN CAPITAL LLC

Investors

JORDAN WEST
STANLEY DWYER PADDOCK
Leslie Seymour
JENNIFER LYDIA GEORGE
STEVEN MICHAEL HARTY
Barry James Rings
RYAN LEE MCWALTER
Noah Patrick Buck
Alana M Jennings
ANDREW JEROME GOO
STEPHEN ARTHUR JENKINS
James Michael Schaible
OLIVIA ANNE MUSSETT
HELEN M CARROLL
LIZA B HOWLEY
KATHLEEN ELIZABETH O'DONNELL LUTHER
TERANCE MARCEL RUSO
Laura A Sausville
Stephanie M Havens
JASON MICHAEL SGROI
JOHN FRANCIS MENDRYSA
Lina Zhu
DEREK MILLER

Within 25 miles of East Greenbush, NY, Best Investors lists 116 registered investment advisory firms with 293 offices nearby, managing about $13.6T in combined regulatory AUM across 3,138,164 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 East Greenbush

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