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Best financial advisors in Waterford, NY

Registered advisers within 25 miles of Waterford, NY.

Offices
340
Firms
137
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,225,341 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITY SERVICES, INC.
TSA MANAGEMENT INC
TLG ADVISORS, INC.
LPL FINANCIAL LLC
FORUM FINANCIAL MANAGEMENT, LP
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDELMAN FINANCIAL ENGINES
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DISCIPLINE WEALTH SOLUTIONS, INC.
ALPHASTAR CAPITAL MANAGEMENT
LPL ENTERPRISE, LLC
FARMERS ASSET MANAGEMENT, LLC

Investors

DONALD CHARLES REUTEMANN
DAVID LEWICKI
ELIZABETH ANN HOFFMAN
MICHAEL JOSEPH PELELLA
CRAIG GERALD FITZPATRICK
CHARLES REUTEMANN
THOMAS L DOLIN
RYAN ROY
MICHAEL JOHN BRUNELL
HOWARD VICTOR KIBRICK
FRANK THOMAS GUIFFRE
Jessica Marie Preville
Joseph M McDonald
Sarah White
NICHOLAS R STARK
CHRISTINE ELIZABETH MALMBORG
Michael Gregory Stanton
RICHARD JOHN DIMAGGIO
Christopher Daniel Marino
NEIL OLDEN OBRIEN
NICHOLAS ANTONIO SCAMMACCA
JOHN RAYMOND DECRESCENTE
MARIE ELIZABETH STARK
Amanda Lynn D'Aprile
Sage Vitale D'Aprile
RYAN CHRISTOPHER OBST
Chelsea Babcock Nelson
Robert Donald McQueen
THOMAS JOHN BABCOCK
THOMAS DONALD RUPERT
BELINDA S KUCHARSKI
MICHAEL RYAN MORGANTE
KENNETH CHARLES PAROW
ALEX W PINN
Brandon James Bogardus
Anthony Medici
JOEL TIMOTHY BENNETT
KEVIN M HEDLEY
PAUL J WILDERS
Andrew J Bullock
LEE WILSON
Brian Mohan
CARRIE LYNN BENSON
JONATHAN J. TAMUL
John CHARLES Petersen
DANIEL P VARTIGIAN
ANNMARIE FRANKE-SUARATO
SCOTT DAVID CALHOUN
ERICK LIEF RICHARDSON
Christine Elizabeth Ormsbee
JAMES E COKER
Shireen M Kafiluddi
Matthew John Gallant
Laurie Schlossberg
Desmond Homero Tavera
Meghan M Pendergast
Taylor E. Hart
Deborah Kiley Corbari
Michael Dierolf
Victoria Joan Silaika
CORY ANN TELEISHA
NUALA E BLANCHARD
MICHAEL JOSEPH O'TOOLE
TODD EDWARD SILAIKA
Timothy William Irwin
MORGAN P BROOKS
Marcel Pennartz
Kenneth JOSEPH Gallant
John Gaynor Walsh
ELIZABETH ANNE CHARRON
David Schaffer
Ryan J Shanahan
Joseph W Petry
William Joseph Joslyn
CRYSTAL MARIE LANGDON
GEORGE LANGDON
STEPHEN E HASSO
Laurie Sober Hasso
LISA JEAN CUSANO
Keith Robert Collins

Within 25 miles of Waterford, NY, Best Investors lists 137 registered investment advisory firms with 340 offices nearby, managing about $14.1T in combined regulatory AUM across 3,225,341 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 Waterford

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