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Best financial advisors in Niskayuna, NY

Registered advisers within 25 miles of Niskayuna, NY.

Offices
345
Firms
134
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,223,541 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

CRESCENT HILL PARTNERS LLC
KERSHNER, GROSSO & CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TAILORED WEALTH SOLUTIONS
LPL FINANCIAL LLC
PEAK WEALTH MANAGEMENT
MCNEILL CAPITAL, LLC
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
WEALTHPRO, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
HFR WEALTH MANAGEMENT, LLC

Investors

RAYMOND NMN MARTIN
TIMOTHY PETER FONTAINE
Craig Gilbert Cornwell
Todd Courtney Macejka
Nicolas Robert Carbone
MICHAEL ROSARIO TESTA
John Joseph Papielion
JAMES ROSCOE DURKEE
Ryan Olsen
DAVID PAUL OLSEN
James Thomas Cox
ADAM DAVID MC NEILL
SHON IVAN MCLAIN
Ann Edsforth
Maureen T Parker
Edward Joseph Budd
DESIREE A MONAHAN
Chase Porter Carroll
Nicolas D De Troye
RICHARD JEFFERY ANTHONY
LAURA DONOVAN
PAUL MICHAEL KOWALSKI
RANDOLPH JOSEPH ALTAVILLA
RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
NEAL JAY SOLOMON
DIONE LEE RAMSDILL
JENNY ANN RULISON-FISCH
WILLIAM VINCENT CANALE
Frederick Hepfer
HERBERT FAULKNER REILLY
MICHAEL GLEN REILLY
HERBERT FAULKNER REILLY IV

Within 25 miles of Niskayuna, NY, Best Investors lists 134 registered investment advisory firms with 345 offices nearby, managing about $13.9T in combined regulatory AUM across 3,223,541 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 Niskayuna

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