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Best financial advisors in Baldwinsville, NY

Registered advisers within 25 miles of Baldwinsville, NY.

Offices
256
Firms
95
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.99M
2,985,666 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
PFS INVESTMENTS INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
LEIGH BALDWIN & CO., LLC
KEY INVESTMENT SERVICES LLC
MML INVESTORS SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS

Investors

Scott Richard Northrup
DANIEL LEE MICHEL
JULIE LYNN CARR
TINA LOUISE SOLOMON
ANTHONY FISHER
MICHAEL R ADAMS
RUTH BANEGAS
Peter Bertone
Neil Pecka
SEAN R BECKER
Brian Clifford
JEREMY MICHAEL WOOD
RONALD J PRATT
BRENDA LAURA ISABEL MONK
GARY DANIEL LUCAS
Robert Antonacci
MICHAEL JOSEPH COOK
Nicholas M. Jackson
LINDA JOAN MCANELLY
JILL ANN BASSETT
STEVEN A HORYL
KIMBERLY RACHEL MILLER
GREGORY PHILIP BOSHART
TERENCE PATRICK COHOLAN
Kenneth G Maag
Stefano Selenu
Scott Edward Stefanco
Sydney Chalifoux Hopkins
Kelly Scholl
SHELLY ANN TRYTEK TERZOLO
Matthew Kelsey
Michael DeBottis
JOSEPH I. DIAMOND
Jeffrey Michael Baldigo
ANDREW ANTHONY CAMBRIA
Justin Henty
ANGELA RENNA
DAVID DOMINIC MIRABITO
TIFFANY A HOFF
MICHAEL CHARLES HERHOLTZ
JASON SHANNON
MICHAEL FREEMAN SHERIDAN
MATTHEW JOSEPH PFEIFFER

Within 25 miles of Baldwinsville, NY, Best Investors lists 95 registered investment advisory firms with 256 offices nearby, managing about $12.3T in combined regulatory AUM across 2,985,666 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 Baldwinsville

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