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Best financial advisors in Valatie, NY

Registered advisers within 25 miles of Valatie, NY.

Offices
226
Firms
104
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,350,915 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
LATITUDE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GWN SECURITIES INC.
KEY INVESTMENT SERVICES LLC
DUTCH ASSET CORPORATION
GODFREY FINANCIAL ASSOCIATES, INC.
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATOS WEALTH PARTNERS, LTD
MUSSETT WEALTH MANAGEMENT, LLC
CURRAN WEALTH MANAGEMENT

Investors

Michael R Blasl
Michael Vincent Ciarlo
RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
FREDERICK WILLIAM SCHMALKUCHE
Leslie Seymour
JENNIFER LYDIA GEORGE
STEVEN MICHAEL HARTY
STANLEY DWYER PADDOCK
JORDAN WEST
Barry James Rings
PHILIP RALPH STIRE
Tyler William Rapp
David Christopher Jeram
RICHARD L OXFORD
CULLEN BREEN
GARY WILLIAM BARKMAN
PHILLIP KAY LYMAN
Eric Jhonsa
RUTH ALICE MARESCA
KATHLEEN LOUISE GODFREY
Cameron Bleibtrey
EOIN DEAN CARROLL
RYAN LEE MCWALTER
Noah Patrick Buck
Alana M Jennings
ANDREW JEROME GOO
STEPHEN ARTHUR JENKINS
James Michael Schaible
LIZA B HOWLEY
TERANCE MARCEL RUSO
OLIVIA ANNE MUSSETT
HELEN M CARROLL
Derek G Gray
KEVIN THOMAS CURRAN
THOMAS JOSEPH CURRAN

Within 25 miles of Valatie, NY, Best Investors lists 104 registered investment advisory firms with 226 offices nearby, managing about $11.0T in combined regulatory AUM across 2,350,915 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 Valatie

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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