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Best financial advisors in North Bay, NY

Registered advisers within 25 miles of North Bay, NY.

Offices
212
Firms
86
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,981,912 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE FINANCIAL DESIGNS, INC.
BIRCH WEALTH MANAGEMENT
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
BELPOINTE ASSET MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

STEPHANIE MARIE GARLOCK
ROBERT BARRY ECKERMANN
Shannon Rae Brown
Kevin H Brown
Adam Parente
Stefano Selenu
Joseph A Alnutt
Jonathan Christopher Pawlika
ALAN EDWARD CHANDLER
JARED MATTHEW HOUSEMAN
DANIEL GUY DEBLOIS
MARK DAVID VACCA
IRIS LEE BUCZKOWSKI
MAXWELL MOORE
Paige Nashton
MICHELLE LEE SHAUGER
SHAWN E WILLIAMS
RICHARD JAMES PRESKY
Bryan Gifford McCormick
WILLIAM GIFFORD MCCORMICK
JOHN GEORGE SLIFKA
JOSEPH DOMINICK MAZZAFERRO
DAVID MARK WATERS
STEVEN EUGENE JARVIS
Liam Joseph Sanborn
THOMAS M SHOEN
CHRISTINE M SMITH
BRIAN A PERDEW
DARREN EMERY GRAHAME
Derek Bruce Loomis
Philip Gregory Stevens
Jamie Marie Johnson
Alexander Gere
RAYMOND ANTHONY ACOSTA
DAVID JAMES ANDERSON

Within 25 miles of North Bay, NY, Best Investors lists 86 registered investment advisory firms with 212 offices nearby, managing about $11.4T in combined regulatory AUM across 2,981,912 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 North Bay

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM