Best financial advisors in Glasco, NY

Registered advisers within 25 miles of Glasco, NY.

Offices

89

Firms

38

Combined AUM

$8.69T

Firm-wide filings, not assets booked only here

Clients

1.43M

1,434,669 clients when Item 5C has a number

Avg / client

$6.06M

Combined AUM ÷ clients

Nearby offices

TACONIC ADVISORS

382 MAIN STREET
SAUGERTIES, NY 12477

LPL FINANCIAL LLC

294 MAIN ST.
SAUGERTIES, NY 12477

KEY INVESTMENT SERVICES LLC

28 W MARKET ST
RED HOOK, NY 12571

EQUITABLE ADVISORS, LLC

12 EAST MARKET STREET
RED HOOK, NY 12571

EDWARD JONES

1571 ULSTER AVENUE SUITE 2
LAKE KATRINE, NY 12449

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1343 ULSTER AVENUE
KINGSTON, NY 12401

OSAIC INSTITUTIONS, INC.

1296 ULSTER AVE.
KINGSTON, NY 12401

LPL FINANCIAL LLC

1099 MORTON BLVD
KINGSTON, NY 12401

OSAIC INSTITUTIONS, INC.

2 Miron Lane
Kingston, NY 12401

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6811 Route 9 Suite 9
Rhinebeck, NY 12572

RYEFIELD CAPITAL, LLC

6 NORRIE COURT
GERMANTOWN, NY 12526

STATE FARM INVESTMENT MANAGEMENT CORP.

553 Albany Ave
Kingston, NY 12401

COMMONWEALTH FINANCIAL NETWORK

6571 Spring Brook Ave
RHINEBECK, NY 12572

COMMONWEALTH FINANCIAL NETWORK

108 Montgomery St.
Rhinebeck, NY 12572

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

325 ALBANY AVE [SATELLITE]
KINGSTON, NY 12401

WELLS FARGO CLEARING SERVICES, LLC

6423 MONTGOMERY ST STE 10 2ND FL
RHINEBECK, NY 12572

LINCOLN INVESTMENT

KINGSWOOD PARK BUSINESS CENTER 33 BASIN ROAD, SUITE 6
WEST HURLEY, NY 12491

JOHN G. ULLMAN & ASSOCIATES, INC

20 East Market Street
Rhinebeck, NY 12572

LPL FINANCIAL LLC

6375 MILL STREET
RHINEBECK, NY 12572

DDO ADVISORY SERVICES, LLC

6369 MILL STREET SUITE 209
RHINEBECK, NY 12572

Firms

TACONIC ADVISORS

LPL FINANCIAL LLC

KEY INVESTMENT SERVICES LLC

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC INSTITUTIONS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RYEFIELD CAPITAL, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

LINCOLN INVESTMENT

JOHN G. ULLMAN & ASSOCIATES, INC

DDO ADVISORY SERVICES, LLC

Investors

MEREDITH WILSON BRIGGS

Rebeca Irene Cotton

JOHN ALEXANDER KELLY

Colton William Crump

JANE MARIE MCCARTHY

Erin Mary Clancy

Jennifer M Harrigfeld

MICHAEL WILLIAM RISKO

JOHN DANIEL CUBITO

SALVATORE BOCCHIMUZZO

DANIEL C MCDONOUGH

Corey Nicholas Hudak

TIMOTHY JOHN BARTHOLOMEW

DOINA MARIA PINTO

BARBARA DEIST BOCCUTO

ANDREW EUGENE WILLIAMS

JEFFREY ALAN SCALES

Socrates George Leotsakos

MICHELLE R MARTIN

EDWARD JAMES MERCIER

LORI WOOD TIETJEN

SUSAN MARIE GREENE

JACQUELYN KELLY RAE

WILLIAM JAMES RAE

MICHAEL BRUCE LAMONDA

Derek Alan Doyle

ANDREW HAAG BARON

CHRISTOPHER THOMAS FENTON

DANIEL A D'ORDINE

Within 25 miles of Glasco, NY, Best Investors lists 38 registered investment advisory firms with 89 offices nearby, managing about $8.69T in combined regulatory AUM across 1,434,669 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 Glasco

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM