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Best financial advisors in New Lebanon Center, NY

Registered advisers within 25 miles of New Lebanon Center, NY.

Offices
130
Firms
66
Combined AUM
$7.67T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,568,410 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MUSSETT WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
INTEGRATED ADVISORS NETWORK LLC
RBC CAPITAL MARKETS, LLC
ROCKINGSTONE ADVISORS
BERKSHIRE MONEY MANAGEMENT, INC.

Investors

RYAN LEE MCWALTER
Noah Patrick Buck
Alana M Jennings
ANDREW JEROME GOO
STEVEN EDWARD CHICK
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
STEPHEN ARTHUR JENKINS
James Michael Schaible
KATHLEEN ELIZABETH O'DONNELL LUTHER
OLIVIA ANNE MUSSETT
HELEN M CARROLL
LIZA B HOWLEY
MICHAEL ARCHIE FAZIO
Mark G Curley
Laura A Sausville
Stephanie M Havens
Ellen Jean Bauers
JESSICA BARTLE
MELISSA MAE
COLIN HAMILTON SMITH
KELLY M McGrath
HERBERT DONALD PERKINS
PAMM LOUISE KUHL
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
ERIC RICHARD KATZMAN
Holly Kathleen Simeone
JASON THOMAS FREE

Within 25 miles of New Lebanon Center, NY, Best Investors lists 66 registered investment advisory firms with 130 offices nearby, managing about $7.67T in combined regulatory AUM across 1,568,410 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 Lebanon Center

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM