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Best financial advisors in Albany, PA

Registered advisers within 25 miles of Albany, PA.

Offices
319
Firms
122
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,747,722 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT VALLEY ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
NEWEDGE ADVISORS
INVESTORS' CHOICE ADVISORY SERVICES, LLC
HAMILTON-BATES INVESTMENT RESEARCH, INC.
PRIVATE ADVISOR GROUP, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
IAMS WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
ENGLEBERT FINANCIAL ADVISERS, LLC

Investors

David C. Doll
WILLIAM MICHAEL HORAN
NICHOLAS T STABILE
JACKSON TYLER STABILE
RONALD THOMAS STABILE
BENJAMIN NEIL HAAS
STEVEN CARL DRASHER
Clayton Eric Inderbitzen
STEVEN TYLER BOND
VINCENT T SARACENO
Connor William Eglin
SEAN GREGORY LINDER
LEO ALFRED FURLONG
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
ALAN DAVID BATES
SUZANNE ANNETTE LAKE
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
Pamela Guers Palko
Melissa Valentine
RYAN THOMAS WUKITSCH
RUSSELL THOMAS STELLFOX
JAY HOWELL MOYER
Jasten W Prutzman
Dustin Dakota Adam
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
LISA ANN SHILKO

Within 25 miles of Albany, PA, Best Investors lists 122 registered investment advisory firms with 319 offices nearby, managing about $14.0T in combined regulatory AUM across 2,747,722 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 Albany

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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