Best financial advisors in Annsville, NY

Registered advisers within 25 miles of Annsville, NY.

Offices

67

Firms

38

Combined AUM

$8.56T

Firm-wide filings, not assets booked only here

Clients

1.63M

1,626,393 clients when Item 5C has a number

Avg / client

$5.26M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

8606 TURIN ROAD
ROME, NY 13440

LPL ENTERPRISE, LLC

7786 TURIN ROAD
ROME, NY 13440

10.2 miles away

LPL FINANCIAL LLC

1916 BLACK RIVER BLVD
ROME, NY 13440

KEY INVESTMENT SERVICES LLC

1725 Black River Blvd
Rome, NY 13440

11.2 miles away

PFS INVESTMENTS INC.

503 N GEORGE ST
ROME, NY 13440

11.4 miles away

BIRCH WEALTH MANAGEMENT

205 W. COURT ST.
ROME, NY 13440

11.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

834 Black River Blvd
Rome, NY 13440

11.6 miles away

LPL ENTERPRISE, LLC

214 N WASHINGTON STREET
ROME, NY 13440

11.6 miles away

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Roma, NY 13440

11.7 miles away

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Rome, NY 13440

11.7 miles away

STRATEGIC FINANCIAL SERVICES

1320 Floyd Avenue
Rome, NY 13440

12.2 miles away

LPL FINANCIAL LLC

231 HILL RD
ROME, NY 13441

12.4 miles away

EDWARD JONES

136 VANDERBILT AVENUE
ONEIDA, NY 13421

18.5 miles away

J.P. MORGAN SECURITIES LLC

150 MAIN STREET
ONEIDA, NY 13421

18.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

102 E. Seneca Street Suite 212
Sherrill, NY 13461

19.4 miles away

LPL FINANCIAL LLC

280 GENESEE STREET
ONEIDA, NY 13421

19.6 miles away

CREATIVE FINANCIAL DESIGNS, INC.

475 Sherrill Rd
Sherrill, NY 13461

19.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

20.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

7070 Murphy Rd.
Port Leyden, NY 13433

20.2 miles away

LPL FINANCIAL LLC

4116 CENTER ST
LYON FALLS, NY 13368

Firms

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

KEY INVESTMENT SERVICES LLC

PFS INVESTMENTS INC.

BIRCH WEALTH MANAGEMENT

STATE FARM INVESTMENT MANAGEMENT CORP.

BELPOINTE ASSET MANAGEMENT LLC

STRATEGIC FINANCIAL SERVICES

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CREATIVE FINANCIAL DESIGNS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DANIEL GUY DEBLOIS

MARK DAVID VACCA

JOHN GEORGE SLIFKA

JOSEPH DOMINICK MAZZAFERRO

DAVID MARK WATERS

RAYMOND ANTHONY ACOSTA

Joseph A Alnutt

MICHELLE LEE SHAUGER

SHAWN E WILLIAMS

IRIS LEE BUCZKOWSKI

STEVEN EUGENE JARVIS

RICHARD JAMES PRESKY

Bryan Gifford McCormick

WILLIAM GIFFORD MCCORMICK

Gregory Allen Mattacola

Benjamin D Petell

Brianna Morgan Komondor

Shannon Rae Brown

Jonathan Christopher Pawlika

ALAN EDWARD CHANDLER

JARED MATTHEW HOUSEMAN

STUART RUSSELL BROOKS

TIMOTHY FRANCIS FRASER

DAVID HUNTER O'NEIL

Within 25 miles of Annsville, NY, Best Investors lists 38 registered investment advisory firms with 67 offices nearby, managing about $8.56T in combined regulatory AUM across 1,626,393 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 Annsville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM