Best financial advisors in Bartlett, NY

Registered advisers within 25 miles of Bartlett, NY.

Offices

70

Firms

40

Combined AUM

$8.46T

Firm-wide filings, not assets booked only here

Clients

1.56M

1,564,246 clients when Item 5C has a number

Avg / client

$5.41M

Combined AUM ÷ clients

Nearby offices

BIRCH WEALTH MANAGEMENT

205 W. COURT ST.
ROME, NY 13440

LPL ENTERPRISE, LLC

214 N WASHINGTON STREET
ROME, NY 13440

PFS INVESTMENTS INC.

503 N GEORGE ST
ROME, NY 13440

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Roma, NY 13440

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Rome, NY 13440

STATE FARM INVESTMENT MANAGEMENT CORP.

834 Black River Blvd
Rome, NY 13440

KEY INVESTMENT SERVICES LLC

1725 Black River Blvd
Rome, NY 13440

LPL ENTERPRISE, LLC

7786 TURIN ROAD
ROME, NY 13440

STRATEGIC FINANCIAL SERVICES

1320 Floyd Avenue
Rome, NY 13440

LPL FINANCIAL LLC

1916 BLACK RIVER BLVD
ROME, NY 13440

LPL FINANCIAL LLC

231 HILL RD
ROME, NY 13441

LPL FINANCIAL LLC

8606 TURIN ROAD
ROME, NY 13440

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

AMERITAS ADVISORY SERVICES, LLC

214 ORISKANY BLVD
WHITESBORO, NY 13492

10.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

7800 STATE ROUTE 5
CLINTON, NY 13323-1012

10.5 miles away

LPL FINANCIAL LLC

7920 STATE ROUTE 5, SUITE 2
CLINTON, NY 13323

10.5 miles away

LPL FINANCIAL LLC

131 ORISKANY BLVD
WHITESBORO, NY 13492

10.7 miles away

PFS INVESTMENTS INC.

10 Main Street Ste 101
Whitesboro, NY 13492

11.2 miles away

LPL FINANCIAL LLC

4451 COMMERCIAL DRIVE
NEW HARTFORD, NY 13413

11.5 miles away

OSAIC WEALTH, INC.

587 MAIN STREET SUITE 107
NEW YORK MILLS, NY 13417

11.6 miles away

Firms

BIRCH WEALTH MANAGEMENT

LPL ENTERPRISE, LLC

PFS INVESTMENTS INC.

BELPOINTE ASSET MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

STRATEGIC FINANCIAL SERVICES

LPL FINANCIAL LLC

AMERITAS ADVISORY SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

Investors

IRIS LEE BUCZKOWSKI

RICHARD JAMES PRESKY

MICHELLE LEE SHAUGER

SHAWN E WILLIAMS

Bryan Gifford McCormick

WILLIAM GIFFORD MCCORMICK

STEVEN EUGENE JARVIS

JOHN GEORGE SLIFKA

JOSEPH DOMINICK MAZZAFERRO

DAVID MARK WATERS

Gregory Allen Mattacola

Benjamin D Petell

RAYMOND ANTHONY ACOSTA

Joseph A Alnutt

Brianna Morgan Komondor

DANIEL GUY DEBLOIS

MARK DAVID VACCA

STUART RUSSELL BROOKS

DANIEL CLAUDE ORCUTT

ROBERT BROWNLEE GOOD

GRAHAM WILLIAM NELSON

SCHUYLER B DOMBROSKE

ALLISON ANNE MAJOR

MICHAEL JOSEPH HENNESSY

JAY MICHAEL SCIENZA

DIANE LYNN KINGSLEY

MELISSA ANNE BOWER

ROBERT ALAN DICKS

Within 25 miles of Bartlett, NY, Best Investors lists 40 registered investment advisory firms with 70 offices nearby, managing about $8.46T in combined regulatory AUM across 1,564,246 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 Bartlett

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