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Best financial advisors in Queensbury, NY

Registered advisers within 25 miles of Queensbury, NY.

Offices
113
Firms
59
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,695,344 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
EQUITY SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
KEY INVESTMENT SERVICES LLC

Investors

CHRISTOPHER JOHN FISH
MARK GORDON RIPLEY
Robert F Butler
Blake T Crothers
Mark Ostrander
RICHARD DEAN SMITH
Meghan Marie Murray
PAUL C HEBERT
TINA M BRIDGE
KIMBERLY MARIE SCHEFFLER
DANIELLE G VALENTE
Bradley William Bodmer
Christopher J Huskie
Elliot Howard
Danielle Yeager
KATHLEEN REDINGTON GRASMEDER
DANIEL J GRASMEDER
MATTHEW ALEXANDER BAITINGER
JACOB ROSS COSTELLO
Mary Beth Hogan
ROBERT HOWARD BELL
EDWARD ARTHUR COSTELLO
Lisa M Bruce
RANDALL F. F DEVANEY
CHRISTOPHER MARTIN ZITO
ADAM E. PEARSALL
MELISSA BATTISTE
MICHAEL CHRISTOPHER SEELEY
ALFRED JAMES MERCHANT
MICHAEL JOHN HEALY
NICHOLAS TAYLOR
NICHOLAS GEORGE TAYLOR
MATTHEW BRIGGS EASTERLY
DAVID FREDERICK BROWN
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
Brian Phillip Warner
Carlo R.A. Cedrone
KATHERINE BATES HOROWITZ
SEAN MICHAEL AKINS
Amanda Noel Cedrone
NATHAN LAFRANCE

Within 25 miles of Queensbury, NY, Best Investors lists 59 registered investment advisory firms with 113 offices nearby, managing about $11.2T in combined regulatory AUM across 2,695,344 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 Queensbury

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 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