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Best financial advisors in Saranac Lake, NY

Registered advisers within 25 miles of Saranac Lake, NY.

Offices
13
Firms
7
Combined AUM
$2.25T
Firm-wide filings, not assets booked only here
Clients
234K
233,886 clients when Item 5C has a number
Avg / client
$9.62M
Combined AUM ÷ clients

Nearby offices

Firms

FIORILE & ASSOCIATES, LLC
EDWARD JONES
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
SILVER GROVE ADVISORY SERVICES

Investors

JOSEPH EDWARD FIORILE
DANIEL A MITCHELL
Matthew Henry Theis
Joseph J Brennan
Corbin j Lucy
Bradley M Varner
Brian S Penrose
Christopher Edward Miller
KAILA ELISE KELLEHER
KEVIN MICHAEL BRADY
GWYNANNE M BISSONETTE
Brian Scott Suraf
NICHOLAS PAUL EELLS
DAVID PAUL NEEDHAM
DREW WILLIAM BROWN
JEFFREY WILLIAM KEYES
STUART PAUL NICHOLS
Kaytlin L Gochenaur
BRANDON STEPHEN CAMPBELL
EMILY LOUISE MARTZ
Tyler James Frank
RICHARD CERMINARA

Within 25 miles of Saranac Lake, NY, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.25T in combined regulatory AUM across 233,886 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 Saranac Lake

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 6 SILVER GROVE ADVISORY SERVICES 20 clients · 17 advisers $454M AUM 7 FIORILE & ASSOCIATES, LLC 2 advisers $24.5M AUM