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Best financial advisors in Big Flats, NY

Registered advisers within 25 miles of Big Flats, NY.

Offices
38
Firms
25
Combined AUM
$7.79T
Firm-wide filings, not assets booked only here
Clients
1.00M
1,001,038 clients when Item 5C has a number
Avg / client
$7.78M
Combined AUM ÷ clients

Nearby offices

Firms

JOHN G. ULLMAN & ASSOCIATES, INC
SOCHA FINANCIAL GROUP, LLC
BURNS MATTESON CAPITAL MANAGEMENT, LLC
BCK PARTNERS, INC.
ROOTED PLANNING GROUP
LAKE ROAD ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALSWORTH CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL ENTERPRISE, LLC
EAGLE STRATEGIES LLC

Investors

AMANDA LEE HERRICK SMITH
DARREN LEE WILCOX
TODD A BROST
Jakob Parker Brost
Jase Hollenbeck Merrill
Susan Lynn Ford
Lynda Jean Lander
JUDITH ANN PALUMBO
KATHRYN WRIGHT GERWIG
JASON DANIEL NICKERSON
PETER JAMES WINNETT
Shawn Stephen Twigg
Sarah Emily Johanna Collier
Lisa Anne Caracci
Daniel Aaron Coakwell
Alexander T Chacho
Logan Joshua Dibble
Joseph Thomas Ashton
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS
SARAH JEAN CREATH
JAMES ALLEN KAFFENBARGER
AMY ELIZABETH IRVINE
KATRINA MARIE WELKER
Rebekah Elizabeth Eason
PAUL VINCENT SYDLANSKY
Hayley Pamela Haslett
RYAN D BARDEN
MARK WILLIAM CORNFIELD
MARCO HICKEY
SHANE MICHAEL ALSWORTH
Mira Hailu Martinez
Matthew Smith
NICHOLAS MATHEW LAPUMA
Paul Joseph Huonker
KRISTIN CARY HARRINGTON
MADISON ROSE EIGHMEY
Ryan Timothy Hughes
AMY LYNN Brouneus
LAURA LYNNE SUMNER
Jessica Sue Jackson
William Douglas Roe
MICHAEL CHARLES O'BRIEN
SABRINA ANN CHILSON
JOHN CARL NOLT
PAUL MATTHEW SYPHER
CHRISTOPHER WILLIAM SAUNDERS
Jonathan Michael Lerche
Noah Kravitz
JONATHAN LORNE KRAVITZ
Debra Jean Butters
JOHN HUDSON BRAND
PETER STUART SCHWEIZER
Jennifer Anderson
Chelsea Noel Landolf

Within 25 miles of Big Flats, NY, Best Investors lists 25 registered investment advisory firms with 38 offices nearby, managing about $7.79T in combined regulatory AUM across 1,001,038 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 Big Flats

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM