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Best financial advisors in Middleburgh, NY

Registered advisers within 25 miles of Middleburgh, NY.

Offices
15
Firms
13
Combined AUM
$2.61T
Firm-wide filings, not assets booked only here
Clients
754K
754,114 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
LPL FINANCIAL LLC
FENIMORE ASSET MANAGEMENT, INC.
JTM WEALTH MANAGEMENT, INC.
ADIRONDACK RESEARCH & MANAGEMENT INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.

Investors

BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
GEORGE STEVE TELLES
JOHN THOMAS MOSS
PETER BART POCHILY
GREGORY SCOTT MENGEL
Rachel Jane Portuondo
Grant Mengel
Steven Richard Warren
DAVID LOUIS HAWLEY
FREDERICK HERBERT WINKLER
William T Chronister
Seth Landsman Reinhardt
Anthony Peter Chrisikos
Frederick E Disbrow
DOMINICK JOSEPH PANETTA
SUSAN L STONE SCHELL
TIMOTHY JOHN OCHS
Cameron Bleibtrey

Within 25 miles of Middleburgh, NY, Best Investors lists 13 registered investment advisory firms with 15 offices nearby, managing about $2.61T in combined regulatory AUM across 754,114 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 Middleburgh

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM