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Best financial advisors in Adams, NY

Registered advisers within 25 miles of Adams, NY.

Offices
20
Firms
15
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
879K
878,511 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
RBC CAPITAL MARKETS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
FIRST COMMAND ADVISORY SERVICES
EQUITABLE ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LINCOLN INVESTMENT
BULL HARBOR CAPITAL LLC.
EDWARD JONES

Investors

JOSEPH M BUTLER
Hayden Clark Freeman
KIM GERALD ALLEN
Coltan Kaiser Goodwine
NEIL CLARK FREEMAN
CYRIL MOUAIKEL
WILLIAM J. TREMONT
Mikayla Cipullo
DONALD CHARLES MUSNICKI
PATRICK ALLEN SIGNOR
JOHN RUSSELL NUBER
ANTHONY RICHARD SURBER
JANET MARIE SEARS
Christine M Hardy
Bryan Wyckoff
ADAM THOMAS LARSEN
SEAN MICHAEL RYAN
COLLEEN ANNE O'SHAUGHNESSY
PHILIP JOHN SPRAGUE
SHANE HARRISON SIMSER
HEATHER LEIGH CLEMENT
NICO ANTHONY MORGIA
JOSEPH EDWARD COSMO
Laurie Jean Podvin
FRANCIS E MURPHY
PHILLIP JOHN BANAZEK
MICHAEL ANTHONY MORGIA
MICHAEL WILLIAM CROWLEY
PAMELA JEAN HALLORAN
Andrew B Parisian
WILLIAM COUCH
JULIAN MICHAEL ALTERI
ERIC DELAGARZA
GREGORY COUCH
Brandi N Reese
Karyn Cordero Carbone
Dorothy Grippin
Jeremy Mathew Miller
Maria Ellena Marcellus
Michael Jeffrey Nevills
Andrew Wellington Walseman
CLIFFORD RONALD DAVIS
DOUGLAS DAIN DIER
GEORGE HARRISON SIMSER
JEFFRY J WELDON
Carolyn D Weldon
Rochelle Peabody

Within 25 miles of Adams, NY, Best Investors lists 15 registered investment advisory firms with 20 offices nearby, managing about $4.90T in combined regulatory AUM across 878,511 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 Adams

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 HIGHTOWER ADVISORS, LLC 500 clients · 1,088 advisers $199B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM