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Best financial advisors in Fort Ann, NY

Registered advisers within 25 miles of Fort Ann, NY.

Offices
35
Firms
15
Combined AUM
$5.64T
Firm-wide filings, not assets booked only here
Clients
929K
929,195 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
KEY INVESTMENT SERVICES LLC
EQUITY SERVICES, INC.
CITIZENS SECURITIES, INC.

Investors

Christopher James Nelson
DANA HOGAN
Brian Phillip Warner
Amanda Noel Cedrone
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
DAVID FREDERICK BROWN
SEAN MICHAEL AKINS
NATHAN LAFRANCE
CONOR F.P. BOYD
Carlo R.A. Cedrone
KATHERINE BATES HOROWITZ
Paula A Traina
CHRISTOPHER WILLIAM SKINNER
NICHOLAS TAYLOR
NICHOLAS GEORGE TAYLOR
MICHAEL CHRISTOPHER SEELEY
RICHARD DEAN SMITH
Meghan Marie Murray
John Martin Gable
CHRISTOPHER JOHN FISH
MARK GORDON RIPLEY
Robert F Butler
Blake T Crothers
Mark Ostrander

Within 25 miles of Fort Ann, NY, Best Investors lists 15 registered investment advisory firms with 35 offices nearby, managing about $5.64T in combined regulatory AUM across 929,195 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 Fort Ann

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM