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Best financial advisors in Interlaken, NY

Registered advisers within 25 miles of Interlaken, NY.

Offices
52
Firms
28
Combined AUM
$6.67T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,500,637 clients when Item 5C has a number
Avg / client
$2.67M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MERRYFIELD BARNES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLC
PARK AVENUE SECURITIES LLC
PRINCIPAL SECURITIES, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC

Investors

PARKER JOSEPH STONE
PETER VITALE
PETER DAVID GEORGE
JOHN FRANCIS FABRIZIO
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
CHARLES WHITNEY BARNES
Daniel Harter
KRIS T YELVERTON
Erin Reeve Shawkey
JOSEPH METRO TOPICHAK
Robert Wade Landis
RAYMOND M O'BANNION
Nathan Melfi
JOHN MICHAEL CORSI
Kevin Peter Tarnovski
ANGELA MARIE ONEILL
PAUL ALEXANDER STREBEL
PAMELA M TIERNEY
Joseph C Hayes
Henry John Sandlas
Gregory F Schmitter
BRIAN DAVID HOPPER
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
JAMES GORDON DURSO
Paul Michael Kato

Within 25 miles of Interlaken, NY, Best Investors lists 28 registered investment advisory firms with 52 offices nearby, managing about $6.67T in combined regulatory AUM across 2,500,637 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 Interlaken

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM