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Best financial advisors in New Berlin, NY

Registered advisers within 25 miles of New Berlin, NY.

Offices
21
Firms
15
Combined AUM
$5.48T
Firm-wide filings, not assets booked only here
Clients
868K
867,775 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FUTURE TUNDRA CAPITAL, LLC
&PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
NBT CAPITAL MANAGEMENT, INC.
MORGAN STANLEY
GENEOS WEALTH MANAGEMENT, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
KANE FINANCIAL
LPL ENTERPRISE, LLC

Investors

JORDAN M ALGER
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
Timothy R Guinn
PETER VAIL SMITH
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
ROBERT MARTIN CAREY
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
NEAL KULIN MILLER
KEVIN LEMIER CORKERY
BRENT A PATRY
Zachary Daniel Brown
Kyle Bennett Velte
BRUCE SINCLAIR ERATH
ALEXANDRA CATHERINE ERATH
EDWARD JOHN CURLEY
JODY ANGELLOTTI
John Matthew Cook
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
SCOTT ALLEN CURTIS
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
CLINTON PETER KANE
MATTHEW DAVID CAMPBELL
Christopher Langford

Within 25 miles of New Berlin, NY, Best Investors lists 15 registered investment advisory firms with 21 offices nearby, managing about $5.48T in combined regulatory AUM across 867,775 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 New Berlin

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 &PARTNERS 535 advisers $30.3B AUM