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Best financial advisors in Barton, NY

Registered advisers within 25 miles of Barton, NY.

Offices
69
Firms
28
Combined AUM
$6.69T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,157,658 clients when Item 5C has a number
Avg / client
$5.78M
Combined AUM ÷ clients

Nearby offices

Firms

VOSS WEALTH MANAGEMENT
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
VALICENTI ADVISORY SERVICES INC
VANDERBILT ADVISORY SERVICES
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
MML INVESTORS SERVICES, LLC
KEY INVESTMENT SERVICES LLC
TLG ADVISORS, INC.
THE MUSTICO FINANCIAL GROUP, INC.

Investors

BRIAN ANTHONY VOSS
DAVID JOSEPH POWELL
CHRISTOPHER LAMAR ROUPP
JENNIFER MARY RYBA SPURGAS
Thomas Christopher Hurd
JONATHON LESTER MYERS
KEVIN W KIRCHHEIMER
BRIAN JAMES DERRY
Michael Kaiser
Marco Montone
STEPHANIE M KILB
VICKI LOUISE BEVIN-HUTCHINSON
JOSEPH DAVID LIPSITZ
Peter Mitchell
HOWARD CHRISTOPHER PALMER
Kevin Charles Vestel
LOUIS Felicetta Ruize
JOSEPH MICHAEL VALICENTI
JEFFREY SCOTT NAYLOR
Andrew S Cartwright
LYNN CHRISTINE WILLIAMS
CARY TODD POSNER
ROBERT STEVEN KLINE
THOMAS MICHAEL SUROWKA
Ronald C Ciotoli
JOSHUA MICHAEL PALMER
Bradley Joseph Sparbanie
JILL MARIE BOYCE
ANDREW CLAYTON SMITH
RICHARD DARRIN WHITE
WILLIAM THOMAS REILLY
RUSSELL M BANCROFT
Noah Quintin Hunkele
RICHARD LLOYD GOLDMAN
PETER PAUL MCEVOY
JOHN MATTHEW PRINCIOTTO
JAY PATRICK SULLIVAN
HEATHER M WILBUR
LOUIS C TABONE
WILLIAM JEROME REYNOLDS
MICHAEL ANDREW RABIDEAU
Andrew Joseph McFarland
Joseph Earl Rhodes
Katie Clark
Jessica Kelly Titus
MICHAEL WILLIAM MUSTICO
DAMIEN ANDREW MUSTICO
Xavier Raymond Mustico
Elizabeth Grace Mustico
Bryan Patrick Gilbert

Within 25 miles of Barton, NY, Best Investors lists 28 registered investment advisory firms with 69 offices nearby, managing about $6.69T in combined regulatory AUM across 1,157,658 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 Barton

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM