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Best financial advisors in New Lebanon, NY

Registered advisers within 25 miles of New Lebanon, 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