Best Investors Account Sign in

Best financial advisors in Little Falls, NY

Registered advisers within 25 miles of Little Falls, NY.

Offices
53
Firms
33
Combined AUM
$6.61T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,122,335 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
EQUITABLE ADVISORS, LLC
ADIRONDACK FINANCIAL SERVICES CORP
JC MIANO INVESTMENT ADVISORY SERVICE
QUARTZ PARTNERS INVESTMENT MANAGEMENT
EQUITY SERVICES, INC.
VOYA FINANCIAL ADVISORS, INC.

Investors

JONATHAN ANDREW FREDERICKS
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
CATHY L CRISTMAN
DEREK A MEKA
AUSTIN VANDERHOOF
DAVID CARL VANMETER
CHRISTINE MARIE VANMETER
NERISSA HANLEY
David Andrew Huhtala
ASHLEY L KINNEY
JEFFREY HAZARD
RICHARD F HAZARD
WILLIAM FOX LOCKE
JOHN J CLARK
FRANCES J PARENT
JOSEPH ALBERT LEO
JAMES PATRICK CHASE
MARK DONALD FORESTI
CHARLES VINCENT BATSON
Zachary Bowerman
JAMES GILBERT BROCK
DAVID KRISTOPHER GRIFFITH
ADAM JAMES MILLER
JONATHAN LOVECCHIO

Within 25 miles of Little Falls, NY, Best Investors lists 33 registered investment advisory firms with 53 offices nearby, managing about $6.61T in combined regulatory AUM across 1,122,335 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 Little Falls

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM