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Best financial advisors in Old Forge, NY

Registered advisers within 25 miles of Old Forge, NY.

Offices
4
Firms
4
Combined AUM
$958B
Firm-wide filings, not assets booked only here
Clients
279K
278,568 clients when Item 5C has a number
Avg / client
$3.44M
Combined AUM ÷ clients

Nearby offices

Firms

GERHARDT CLEMANS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC

Investors

Parker Gerhardt Clemans
TIMOTHY FRANCIS FRASER
DAVID HUNTER O'NEIL
JANE EILEEN SLACK

Within 25 miles of Old Forge, NY, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $958B in combined regulatory AUM across 278,568 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 Forge

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 HAZARD & SIEGEL ADVISORY SERVICES LLC 153 clients · 29 advisers $450M AUM 4 GERHARDT CLEMANS WEALTH MANAGEMENT, INC. 1 advisers $3.14M AUM