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Best financial advisors in Old Chatham, NY

Registered advisers within 25 miles of Old Chatham, NY.

Offices
190
Firms
91
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.31M
2,314,747 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
GWN SECURITIES INC.
OSAIC INSTITUTIONS, INC.
LATITUDE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
APELLA WEALTH
RENAISSANCE INVESTMENT GROUP, LLC
KEY INVESTMENT SERVICES LLC
MONECO ADVISORS
JANNEY MONTGOMERY SCOTT LLC
DOLLAR & SENSE
CETERA INVESTMENT ADVISERS LLC

Investors

Michael R Blasl
Leslie Seymour
JENNIFER LYDIA GEORGE
STEVEN MICHAEL HARTY
JORDAN WEST
STANLEY DWYER PADDOCK
Michael Vincent Ciarlo
RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
FREDERICK WILLIAM SCHMALKUCHE
Barry James Rings
MATTHEW DAVID MELCIOR KEATOR
STEPHEN QUINLAN NESBIT
Ehan O'Donnell Keator
FREDERICK JAMES KEATOR
SHEILA NESBIT KEATOR
EDWARD STUART RICHTER
HARVEY SIEGEL
SETH LAWRENCE HOFFMAN
Corey W Degon
Christopher Anthony Silipigno
Jeremy David Lundquist
THOMAS EDWARD MALINOWSKI
CHRISTOPHER GLENN KING
TREVOR MALPAS FORBES
PHILIP RALPH STIRE
LYDIA ALEXANDRA RENDERS
ALLISON ELIZABETH LORING
STEPHEN GEORGE SYKES
DAVID MARTIN MILLIGAN
JONATHAN L MECZYWOR
KENNETH STEPHENSON WHITESTONE
JAMES RICHARD ROSE
Michael B DuPont
ELIE YOUSSEF ELSADDIK

Within 25 miles of Old Chatham, NY, Best Investors lists 91 registered investment advisory firms with 190 offices nearby, managing about $10.7T in combined regulatory AUM across 2,314,747 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 Old Chatham

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM