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Best financial advisors in Arietta, NY

Registered advisers within 50 miles of Arietta, NY.

Offices
164
Firms
70
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,325,341 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

GERHARDT CLEMANS WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LIFEMARK SECURITIES CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
EDWARD JONES

Investors

Parker Gerhardt Clemans
JONATHAN ANDREW FREDERICKS
LINDA ELIZABETH KESSLER
TIMOTHY JOSEPH FORMAN
DONALD FRANK STANYON
SUSAN TODD MALLERY
BRANDIE MULLIGAN
JOHN PETER WASHBURN
RONALD MARK OLINSKY
STEFFEN C HELLERT
ANDREW J COOK
BRETT MCCUE
AMANDA FRASIER SKOTARCZAK
WILLIAM WINSMAN
GARY JOSEPH GRECO
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
CATHY L CRISTMAN
MICHAEL John PARKER
JEFFREY HAZARD
RICHARD F HAZARD
ROBERT EDWARD WAITE
JENNY ANN RULISON-FISCH
DEREK A MEKA
AUSTIN VANDERHOOF
RICHARD JEFFERY ANTHONY
TIMOTHY FRANCIS FRASER
NERISSA HANLEY
DAVID CARL VANMETER
CHRISTINE MARIE VANMETER
DAVID HUNTER O'NEIL
John Martin Gable
Zachary Bowerman

Within 50 miles of Arietta, NY, Best Investors lists 70 registered investment advisory firms with 164 offices nearby, managing about $11.6T in combined regulatory AUM across 2,325,341 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 Arietta

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM