Best Investors Account Sign in

Best financial advisors in Potsdam, NY

Registered advisers within 25 miles of Potsdam, NY.

Offices
13
Firms
10
Combined AUM
$4.86T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,091,222 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
CREATIVE FINANCIAL DESIGNS, INC.
EDELMAN FINANCIAL ENGINES

Investors

Erin E Sweeney
JAMES C THEODORE
Katrina M Russell
Pamela M Doelger
JOHN CRANSTON VOSE
AMANDA LYNN BRYANT
LUKE E BOYLE
CHAD ERWIN COLBERT
Joseph Edward Gang
Brooke Jenne
Angela Gray
JOHN JAMES GRAY
Romano Sergi
JOEL LEON ST HILAIRE
THOMAS JOSEPH LAPAGE
Brian F Henning
Jenna Margaret LePage
Leah Anne Wheeler
DALE EUGENE KRAMER
Jared William Hollander
Gary Miner Throop
PAUL ANDREW LAPOINTE
ERIC EDWARD BRUNET

Within 25 miles of Potsdam, NY, Best Investors lists 10 registered investment advisory firms with 13 offices nearby, managing about $4.86T in combined regulatory AUM across 1,091,222 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 Potsdam

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM