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Best financial advisors in Palatine Bridge, NY

Registered advisers within 25 miles of Palatine Bridge, NY.

Offices
22
Firms
13
Combined AUM
$2.88T
Firm-wide filings, not assets booked only here
Clients
504K
503,555 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
FENIMORE ASSET MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
LIFEMARK SECURITIES CORP.
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.

Investors

Zachary Bowerman
DAVID CARL VANMETER
NERISSA HANLEY
MICHAEL John PARKER
DONALD FRANK STANYON
SUSAN TODD MALLERY
BRANDIE MULLIGAN
JOHN PETER WASHBURN
RONALD MARK OLINSKY
STEFFEN C HELLERT
ANDREW J COOK
BRETT MCCUE
AMANDA FRASIER SKOTARCZAK
WILLIAM WINSMAN
GARY JOSEPH GRECO
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
ROBERT EDWARD WAITE
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
JONATHAN ANDREW FREDERICKS
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
GERARD JOSEPH COLISTRA
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
CATHY L CRISTMAN
Ryan Olsen
DAVID PAUL OLSEN
JENNY ANN RULISON-FISCH
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
RICHARD JEFFERY ANTHONY
LINDA ELIZABETH KESSLER
DEREK A MEKA
AUSTIN VANDERHOOF
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones

Within 25 miles of Palatine Bridge, NY, Best Investors lists 13 registered investment advisory firms with 22 offices nearby, managing about $2.88T in combined regulatory AUM across 503,555 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 Palatine Bridge

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM