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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

STATE FARM INVESTMENT MANAGEMENT CORP.
ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING
CETERA INVESTMENT ADVISERS LLC
MARINER
CREATIVEONE WEALTH, LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
LIBERTY SQUARE WEALTH PARTNERS LLC
OPPENHEIMER & CO. INC.

Investors

RANDY JOHN ESHLEMAN
PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO
NERMIN FERHADBEGOVIC
Joseph Michael Ayers
Patrick Burke
DONALD L GRETTA
WILLIAM RAYMOND TRAVIS
DAWN TYRA TOBIN
MARIO EARL CARANNANTE
Thomas Patrick Fulfaro
Karen Elizabeth Schoeller
SCOTT EDWARD SYLVAINUS
JOSEPH WILLIAM LEARY
Jonathan Michael Mull
Patrick Looney
WALTER ROLAND
Christopher Varela
WALTER JOSEPH ROLAND
RYAN D OESTREICH
STEVEN MICHAEL SHERMETTA
GREGORY BERNARD FALKENBACH
Nicholas Hinkle
BRADFORD CHARLES GREENAWALD
TODD STEVEN HARVEY
ALAN CARL WOLMAN
GLORIA JENNIE MONDSCHEIN
ADAM KEITH CADWALLADER
MARK PABLO ENRIQUEZ
DONNA ANN LEFFLER
Michael Guldin
EDWARD JOHN TIERNEY
KENNETH TODD MACKENZIE
BLAINE WILLIAM FRITSCH
MICHAEL SEAN OKEEFE
JOSHUA LOUIS HINKLE
ROBERT WILLIAM PRICE
ROBERT WILLIAM BECK
KARL DAVID REED
KEVIN JOSEPH DWYER
JASON MATTHEW ESPENSHADE
JAMES MACPHERSON MILLER, III
JOSHUA RYAN TOSONI
PASQUALE C HAMEL
MARISA YANNUZZI
RALPH MICHAEL WASIAKOWSKI
NICOLE SCHENK WASIAKOWSKI
WALTER THOMAS WANDALL
JEFFREY SCOTT HAAS
STEVE WALTER MARCINIAK
CHARLES PHILIP ALBRECHT
CHRISTOPHER DOUGLAS MYERS
PHILIP J. MASON
JOSEPH FRANCIS SIVEL
CARL WILLIAM ENDY
DIANNE DENISON
ANDREW STEVEN HEIFER
GREGORY CHARLES BAUER
DAVID DUKE WELD
David S. Pope
Anthony Chrobak
Connor Jacob Ciarciello
ALLEN STUART HAMILTON
DAWN M EHRET
ROBERT EDWARD TERNOSKY
STEPHEN GIRONTA
PETER PAUL REMBALSKY
STELLA MA DESANTIS
KARIM REZQUI

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