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Best financial advisors in Lake Placid, NY

Registered advisers within 25 miles of Lake Placid, NY.

Offices
12
Firms
8
Combined AUM
$3.07T
Firm-wide filings, not assets booked only here
Clients
444K
443,560 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIORILE & ASSOCIATES, LLC
LPL FINANCIAL LLC
RENAISSANCE MACRO RESEARCH LLC

Investors

DREW WILLIAM BROWN
JEFFREY WILLIAM KEYES
Brian S Penrose
Christopher Edward Miller
KAILA ELISE KELLEHER
KEVIN MICHAEL BRADY
GWYNANNE M BISSONETTE
Brian Scott Suraf
NICHOLAS PAUL EELLS
DAVID PAUL NEEDHAM
JOSEPH EDWARD FIORILE
DANIEL A MITCHELL
Matthew Henry Theis
Joseph J Brennan
Corbin j Lucy
Bradley M Varner
STUART PAUL NICHOLS
TIMOTHY JOSEPH FORMAN
INDRANEIL DUTTA
Stephen Terry Pavlick
JEFFREY SCOTT DEGRAAF
STEPHEN MATTHEW DUTTENHOFER
ERIC JUDE BOUCHER
Adam Elliot Sharvit

Within 25 miles of Lake Placid, NY, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $3.07T in combined regulatory AUM across 443,560 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 Lake Placid

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 7 FIORILE & ASSOCIATES, LLC 2 advisers $24.5M AUM