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Best financial advisors in North Brookfield, NY

Registered advisers within 25 miles of North Brookfield, NY.

Offices
74
Firms
44
Combined AUM
$8.64T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,634,669 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

KANE FINANCIAL
FUTURE TUNDRA CAPITAL, LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
CS PLANNING CORP
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
ASCENT WEALTH PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CARUSO MCLEAN & CO., INC.
EMPIRE RETIREMENT PLANS, LLC
OSAIC WEALTH, INC.

Investors

CLINTON PETER KANE
BRUCE SINCLAIR ERATH
ALEXANDRA CATHERINE ERATH
CRAIG DOYLE NELSON
KYLE RICHARD STRIFE
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER
JORDAN M ALGER
ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
ROBERT BROWNLEE GOOD
GRAHAM WILLIAM NELSON
PETER A FRANZ
SCHUYLER B DOMBROSKE
ALLISON ANNE MAJOR
MICHAEL JOSEPH HENNESSY
CHRISTOPHER C GIAMBRONE
DENNIS DANIEL COUGHLIN
BRADLEY MICHAEL KOWALCZYK
NEIL ANTHONY EDMONDS
SCOTT CLYDE MCCARTNEY
MARTIN EDWARD MOSHIER
NANCY LAMB KOWALCZYK
TIMOTHY MCGREGOR WELCHONS
JOSEPH DOMINICK SUMMA
CHRISTOPHER BOYAN LAI
SHAWN RYAN NASH
Sophia G Tsoupelis
DOUGLAS FRANCIS BISSONETTE
CHRISTOPHER ALAN BRENNEN
JOSEPH MICHAEL TIDERENCEL
NEIL SPENCER CAMPBELL
JOSEPH BIALOGLAW
John Smith
MELISSA ANNE BOWER
TODD Wayland POWERS
DAVID B HAMLIN
KEVIN W CONWAY
STEPHEN LOUIS CARUSO
GREGORY BRUCE MCLEAN

Within 25 miles of North Brookfield, NY, Best Investors lists 44 registered investment advisory firms with 74 offices nearby, managing about $8.64T in combined regulatory AUM across 1,634,669 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 Brookfield

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM