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Best financial advisors in Latham, NY

Registered advisers within 25 miles of Latham, NY.

Offices
342
Firms
134
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,224,537 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
HBW ADVISORY SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EQUITY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
PRINCIPAL SECURITIES, INC.
MONTHIE WEALTH ADVISORS
GRANEY& KING, LLC
EDWARD JONES

Investors

DARIA MAGDALENA SCHUMACHER
Sarah Elizabeth Ryle
Thomas Alan Gregg
Jayson R Chichelli
Sarah Paige
THOMAS CURRY BURDICK
KATHRYN GATES
BROOKS ANDREW HASTINGS
RENU KALLIANPUR
LISA ANN TENNANT
JANET MARY LABELLA
BRIGITTE ANN MURPHY
JEFFREY MICHAEL CHURCH
ADAM CHRISTOPHER KNAUST
SHELLEY BULLOCK
GARRETT MATTHEW SHERMAN
Nicholas Reid Kopff
CHRISTOPHER PAUL DAVISON
Joseph Tecklenburg
GILBERT TODD CHASE
CLARE MERTZ
Pierce Mahar
GRETCHEN ANN MEYER-THORNTON
Jamie Douglas Hanlon
MARK JAMES PAPUZZA
WILLIAM KARL KOPP
FRANK HENRY CHIAPPONE
BRADLEY DEAN HAYSLETTE
KATHERINE M SPRATT
John Edward Manne
JOEL MICHAEL FISHMAN
PAUL RAYMOND MOREHOUSE
Jacob Edward Coughlin
Ryan Patrick Kelton
Sean William Kelton
SALVATORE C SCHITTINO
Aidan Alexander Klein
Terri Suzanne Beaudoin
Christopher James Shaver
Christopher William Ryan
PHILIP T CORTESE
THERESA MARIE BRUCE
Chase Bennett Burdick
NICOLE L MANN
THOMAS ROBERT KELLY
KEVIN BYRON KRAUS
Jordonna Pauli Spina
JAMES IVES ROSS
MARK JOSEPH HULBERT
RYAN PATRICK MCCREA
KYLE A HERAN
Brandon J. Glasser
Kelly S. Chavez-Laprade
RACHEL COHEN MCDERMOTT
DUSTIN ROBERT CONTE
MARK WILLIAM THOMAS
ERIC D. GOLDSTEIN
KEITH ROBERT WELLS
NICOLETTE MURRAY
SEAN DAVID RELYEA
DALLAS BETTS
JOSEPH CHRISTIAN WARDELL
DANIEL R REITZ
PAUL E HALDEMAN
JOSHUA MICHAEL LOCHNER
DARREN CONTE
JESSE HARLEY PARKS
JOHN JOSEPH CUNNINGHAM
BRIAN MCCARTHY
TERRENCE JAMES PELLITTERI
Kurtis Glen Parde
JAMES PETER PELLITTERI
PETER CHARLES MAJOR
WILLIAM HUNTER BOARDMAN
MATTHEW J MAZZONE
SCOTT JOSEPH POWHIDA
VAL JOSEPH TORNICELLI
Adam Joseph Powhida
MATTHEW JAMES HAMEL
MARTHA ANN NIELSEN
PHILLIP JOSEPH MONTHIE
STEPHEN PAUL MONTHIE
Phillip Harabarovici
EDWARD JAMES KING
RICHARD A FINELLI
TIMOTHY PATRICK GRANEY
ANDREW PAUL HUGOS
Shaun Isaiah Roach

Within 25 miles of Latham, NY, Best Investors lists 134 registered investment advisory firms with 342 offices nearby, managing about $14.0T in combined regulatory AUM across 3,224,537 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 Latham

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM