Best Investors Account Sign in

Best financial advisors in Malden Bridge, NY

Registered advisers within 25 miles of Malden Bridge, NY.

Offices
237
Firms
108
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,812,940 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
GWN SECURITIES INC.
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MUSSETT WEALTH MANAGEMENT, LLC
GODFREY FINANCIAL ASSOCIATES, INC.
DUTCH ASSET CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATOS WEALTH PARTNERS, LTD
OSAIC INSTITUTIONS, INC.
BROADWAY ADVISOR GROUP
CURRAN WEALTH MANAGEMENT
MERIN GLOBAL FOREX MARKETS LTD.

Investors

Leslie Seymour
JENNIFER LYDIA GEORGE
STEVEN MICHAEL HARTY
JORDAN WEST
Michael R Blasl
STANLEY DWYER PADDOCK
Barry James Rings
RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
RYAN LEE MCWALTER
Noah Patrick Buck
Alana M Jennings
ANDREW JEROME GOO
STEPHEN ARTHUR JENKINS
James Michael Schaible
LIZA B HOWLEY
OLIVIA ANNE MUSSETT
HELEN M CARROLL
RUTH ALICE MARESCA
KATHLEEN LOUISE GODFREY
Tyler William Rapp
David Christopher Jeram
RICHARD L OXFORD
CULLEN BREEN
GARY WILLIAM BARKMAN
PHILLIP KAY LYMAN
Eric Jhonsa
KATHLEEN ELIZABETH O'DONNELL LUTHER
EOIN DEAN CARROLL
TERANCE MARCEL RUSO
Michael Vincent Ciarlo
JASON MICHAEL SGROI
JOHN FRANCIS MENDRYSA
Derek G Gray
KEVIN THOMAS CURRAN
THOMAS JOSEPH CURRAN

Within 25 miles of Malden Bridge, NY, Best Investors lists 108 registered investment advisory firms with 237 offices nearby, managing about $13.1T in combined regulatory AUM across 2,812,940 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 Malden Bridge

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