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Best financial advisors in Glenwood, NY

Registered advisers within 25 miles of Glenwood, NY.

Offices
278
Firms
91
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,704,273 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
SILVER GROVE ADVISORY SERVICES
COLLINS ADVISORS, LLC
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
LAUNCHNY SEED FUND MANAGEMENT II, LLC
UBS FINANCIAL SERVICES INC.
EMERGE CAPITAL MANAGEMENT
CAPITAL INSIGHTS GROUP OF WNY, LLC.
STERLING INVESTMENT COUNSEL, LLC
SB ADVISORY, LLC
LAWLEY RETIREMENT ADVISORS
UNITED CAPITAL FINANCIAL ADVISORS
TRUBEE WEALTH ADVISORS, INC.

Investors

EUGENE PAUL JORDAN
MEGAN JORDAN BACH
ALEXANDER DAVID JORDAN
JOANNE MARY LAUT
MICHAEL RICHARD BECHT
ANNA MARIA PUJOLAS
CHRISTINE LEE COLLINS-SCHWINGER
BRUCE EDWARD SUPERNAULT
Michael James Supernault
Emily Ford
SALLY A VENDITTI
Nora Bridget Sullivan
EUGENE O'NEILL
SEAN THOMAS HOWARD
CONNIE L HERR
DEREK J REINHOLD
WYATT R ARTHURS
ADAM M BURNS
Jeffrey Clayton Zaffino
Monica L Cuan
SALLY ANN ALLEN
KATHLEEN K KUMM
KARYN A DALLAS
JAY SCOTT BLAIR
CARL E NAGEL
JENNIFER LYNN DREWNIAK
ALICIA RENEE MALCOLM
KYLE MICHAEL KOZLOWSKI
JAMES ALLEN MILLER
WILLIAM WHITMAN MITTLEFEHLDT
Elena Messuro
Christopher Nolan Reimer
PAMELA ANN AGOSTINELLI
CHRISTOPHER FRANCIS MALOF
JENNIFER MARIE WALTER
KATLYN E GEDEON
JAMES GREGORY EGNATCHIK
MICHAEL VINCENT MESSINA
MICHAEL C CARRIG
CHARLES F KREINER JR.
JOHN DAVID REINHOLD
GLENN WYATT WYATT ARTHURS
CHRISTOPHER ROBERT SHARKEY
RANDALL BRYAN CLARK
DAVID JASON LYMAN
GENNA ELIZABETH CHMIEL
Jordan Farnham
Daniel M Lawrence
Daniel Jonas Meyer
Jason Berghold
AARON EDWIN RYBAK
ROBERT KENNETH WILCZAK
MICHAEL DAVID GZYL
MICHAEL JOSEPH MANCUSO
BRUCE LEYSHON CARROW
CHRISTOPHER RICHARD CINELLI
BRADEN ROBERT SEMLITSCH
JOHN LAWRENCE LANGER
CHRISTOPHER MICHAEL MARKS
CHELSEA LYNN BLASCH
PHILLIP KENNETH VANCE
CYNTHIA EILEEN VANCE
SHAWN PATRICK CONNOLLY
CHLOE BENZIN
Michael Christopher Workley
THOMAS R BENDER
BRIAN JOSEPH JENSEN
MAURICE LAWRENCE NAYLON
JEFFREY MICHAEL BUDZINSKI
NICHOLAS CHRISTOPHER BECKMAN
CLAIRE M MCNAMARA
DOUGLAS PAUL SOSNOWSKI
SARA MAGILL DAYTON
BRIAN KERN
TIMOTHY JAMES BUBAR
MICHE COLLEEN NEEDHAM
JONATHAN LEE ROLLER
Austin Michael Robare
Adam M Clouden
Andrew Joseph Pascarella
Mary K Setter
Matthew J Siva
James Patrick Rehak
TODD MICHAEL TEVENS
Benard Verrico
PETER J GROGAN

Within 25 miles of Glenwood, NY, Best Investors lists 91 registered investment advisory firms with 278 offices nearby, managing about $11.1T in combined regulatory AUM across 1,704,273 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 Glenwood

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM