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Best financial advisors in Sterling, NY

Registered advisers within 25 miles of Sterling, NY.

Offices
22
Firms
14
Combined AUM
$3.55T
Firm-wide filings, not assets booked only here
Clients
706K
705,574 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC

Investors

Morgan Hodinger
PAUL DAVID MYLES
RONALD J PRATT
BRENDA LAURA ISABEL MONK
GARY DANIEL LUCAS
Robert Antonacci
MICHAEL JOSEPH COOK

Within 25 miles of Sterling, NY, Best Investors lists 14 registered investment advisory firms with 22 offices nearby, managing about $3.55T in combined regulatory AUM across 705,574 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 Sterling

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 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