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Best financial advisors in Loudonville, NY

Registered advisers within 25 miles of Loudonville, NY.

Offices
283
Firms
112
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,129,907 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
EDWARD JONES
ALBANYADVISOR GROUP LLC
JANNEY MONTGOMERY SCOTT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MONTHIE WEALTH ADVISORS
GRANEY& KING, LLC

Investors

MATTHEW A UDASIN
MICHAEL ALAN BONANNO
CORY CREHAN BONANNO
ANDREW L ROBERTS
Michael D Lanuto
SCOTT MATTHEW MILLER
JEFFREY MILLER
Deborah Ann Christopher
GEORGE DANIEL MCAVOY
RICHARD ANDREW TOMISMAN
ROBERT MICHAEL PALMER
CHRISTINE ELIZABETH SUOZZI
GREGORY ROBERT BRITTON
JOHN PETER HESLIN
EDWARD J MCCARTHY
RACHEL E. SOKA
Connor Ian Wiggins
Mark Stephen Pelersi
THOMAS MICHAEL MCGRATH
PETER JOHN BAZANOS
MATTHEW JOSEPH SPERAZZO
CARRIE ANNE DADY
Jason Howard Levine
Natalie Hart Shepperly
James PATRICK Hart
ROBERT EDWARD LANE
ALISSA MARIE QUINN
RALPH STEPHEN LEMME
Clinton J McGowan
SUSAN M. BROWN
Nolan G Hart
ZACHARY ROCKMORE
EMILY NICOLE HOAG
Rachel Quinn
ROBERT B. WRIGHT
LYNDA ANN VON JAEGER
Robert Scott Manor
Michael DiFabio
CHRISTOPHER M GILBERT
CODY WOJDYLA
STEVEN JUDE MELECO
CHANCY ANTHONY DARCANGELIS
STEVEN T. NOVOTNY
JOSEPH PAUL TURO
CHRISTOPHER JAMES DACEY
PAUL G COLUCCIO
CHRISTOPHER MICHAEL NOONAN
CRAIG W WHITE
KATHARINE ANNE CHARTON
MICHAEL C DEPERTO
JOHN ROBERT PETRUS
LORRAINE MELORO REITH
SUSAN BETHANY HART
MARC ALLEN AGEL
LORI GLUCK MURPHY
MICHAEL JOSEPH CARRILLO
Afya Gabriel
PAUL GERARD CUOMO
Elizabeth Girvin Hegarty
MARGARET MARY KOETZNER
BRIAN FRANCIS SMITH
LAWSON J. MITCHELL
STEVEN PETER KUK
JOEL MATTHEW WHITE
Jason Anthony Licata
RICHARD LOUIS OCCHIOGROSSO
Rani Ojha
Caitlin Marie Zinno
Jake Roland Weir
ROBERT EDWARD JEAN
ANTONIO LISI
JENNIFER SUE BOTELHO
CHRISTINE TESTONI
BRYCE L WITNER
MEGAN DONNELLY
CHRISTOPHER ANTONELLI
CURTIS JOHN WHITCOMB
CHRISTOPHER J MALONEY
Samuel Nogueras
JAKE DANIEL PUSATERI
LIONEL Rodriques MARTINA
Prescilla Ting-Murphy
Frederick Hepfer
Ray J Gonzalez
Mark G Curley
Cara Marie Hayes
BAILEY LUCIER
MICHAEL Martin LONG
Timothy Matthew Bloomer
DANIEL FARIS
DENNIS RENEE ARNOLD
Johnathan Wilsey
HARVEY LEE BOWKS
JONATHAN ADAM SEFCIK
Brian Clark Enright
THOMAS ANTHONY MCDONALD
Brian Enright
CHARLES B MILLAR
JAMES THORP
SCOTT A WILSON
GARY WUSTERBARTH
DINO JOSEPH JOHNSON
THOMAS ANTHONY MCDONALD
Mark C Enright
PAUL J MURRAY
MICHAEL JOSEPH COWLES
MARK JOHNSON
DANIEL GENE SMITH
KATHRYN GATES
STEPHEN EDWARD KRAKOWER
Thomas M Lydon
DANIEL PATRICK LYDON
PHILLIP JOSEPH MONTHIE
STEPHEN PAUL MONTHIE
Phillip Harabarovici
EDWARD JAMES KING
RICHARD A FINELLI
TIMOTHY PATRICK GRANEY

Within 25 miles of Loudonville, NY, Best Investors lists 112 registered investment advisory firms with 283 offices nearby, managing about $13.3T in combined regulatory AUM across 3,129,907 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 Loudonville

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