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Best financial advisors in Holland, NY

Registered advisers within 25 miles of Holland, NY.

Offices
325
Firms
108
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,070,146 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FINISH LINE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
MAIN LINE CAPITAL MANAGEMENT LLC
SILVER GROVE ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY

Investors

DOUGLAS WILLIAM LAFAY
Craig D LaFay
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
SCOTT ROBERT UEBELHOER
BRUCE D HYMAN
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD
James Kenyon Anderson
NICHOLAS STEPHEN DIRIENZO
Timothy Ebsary
DARYL MATTHEW OAR
Richard Joseph Hulburd
Michael Patrick Donahue
John R Donnelly
ANDREW JAMES SWARTWOUT
JENNIFER LYNN WARREN
Yanina Hart
JAMES ROBERT MERENICK
Tucker T Hanson
JENNIFER MARIE LOPEZ
MARK JOSEPH STEVENS
DAVID RAYMOND STROMECKI
JOHN LOUIS LICATA
JAMES FREDERICK JOSEPH
THOMAS G ROBERTSON
LISY PENA
JAMES MICHAEL SANDS
Alexander Brian Zdrowak

Within 25 miles of Holland, NY, Best Investors lists 108 registered investment advisory firms with 325 offices nearby, managing about $11.9T in combined regulatory AUM across 3,070,146 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 Holland

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