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Best financial advisors in Rensselaer, NY

Registered advisers within 25 miles of Rensselaer, NY.

Offices
279
Firms
110
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,130,051 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
STRATOS WEALTH PARTNERS, LTD
MUSSETT WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
BROADWAY ADVISOR GROUP
MERIN GLOBAL FOREX MARKETS LTD.
STARLION GLOBAL MANAGEMENT INC
ALDABARAN ADVISORY LLC
MIA LEE FINANCIAL
KALOS VENTURES MANAGEMENT LLC
DUOMO CAPITAL
LAHONTAN CAPITAL LLC
LUDUS CAPITAL, LLC
ARROWROOT FAMILY OFFICE, LLC
CURRAN WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RYAN LEE MCWALTER
Noah Patrick Buck
Alana M Jennings
ANDREW JEROME GOO
LIZA B HOWLEY
STEPHEN ARTHUR JENKINS
James Michael Schaible
TERANCE MARCEL RUSO
OLIVIA ANNE MUSSETT
HELEN M CARROLL
Barry James Rings
JASON MICHAEL SGROI
JOHN FRANCIS MENDRYSA
Lina Zhu
DEREK MILLER
JUSTIN SEUNG IL KIM
Seong Jae Yoon
James Merchant Capparelli
Derek G Gray
KEVIN THOMAS CURRAN
THOMAS JOSEPH CURRAN
George D Wolf
JOHN DAVID CORNELL
ATHANASIOS GEORGE LIAPIS
Zachary P Haggas
Allison Marie Davies
JORDAN LEO ANDRE
Frank T Alvarez
Dylan Robert Corapi
CURTIS CHARLES MILLER
Robert M Dolfi
GEORGIA PLAVOCOS KELLY
HAROLD ERIC CONNOLLY
JOSEPH ALOYSIUS SMITH
MICHAEL BURKE COLEMAN
JOHN GLENN STEWART
JAYSON MICHAEL TANZMAN
AMANDA MICHELE KOWALSKI
Derek E Nolan
MICHAEL P WHEELER
MICHAEL J. BARNES
PAUL JOSEPH STENTO
BARBARA CHIZNIAK
Jennifer M Nolan
VALERIE RHODES
Melisa Boel
DOUGLAS Hahn PARKS
Eduardo Martinez
Salvatore Salerno
Zachery William Freire
Nawabzadi Anam Giambona
Sandy Eduardo Aristy
Michael C Swezey
Daniel R Galvin
Robert B Lilley
CONNIE PICARDI
Ginger L Renwick
DANIELLE CANDICE HAMER
Matteo Curto
Lauryn M Heffner
Sean P Mannis
Lisa Marie O'Connor
JAMES VINCENT O'CONNOR
William T Hazelton
MARY M ANTHONY
Richard Benkleman
Thomas JOHN Gipson
Raffi SEVAG Kardzair
JONATHAN PHILIP TURNOCK
Katarzyna W Merrill
Brian Shaw O'Connor
Connor Lilley
Gregory S Daniels
Shi Ying Lu
Eric Thomas Miller
Nicholas Marinelli
John Rahe

Within 25 miles of Rensselaer, NY, Best Investors lists 110 registered investment advisory firms with 279 offices nearby, managing about $13.1T in combined regulatory AUM across 3,130,051 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 Rensselaer

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM