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Best financial advisors in Bloomville, NY

Registered advisers within 25 miles of Bloomville, NY.

Offices
12
Firms
10
Combined AUM
$4.68T
Firm-wide filings, not assets booked only here
Clients
742K
741,709 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
MORGAN STANLEY
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORTER INVESTMENT MANAGEMENT, LLC

Investors

PETER BART POCHILY
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
John Matthew Cook
EDWARD JOHN CURLEY
JODY ANGELLOTTI
Zachary Daniel Brown
Kyle Bennett Velte
BRENT A PATRY
KEVIN LEMIER CORKERY
NEAL KULIN MILLER
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
MATTHEW DAVID CAMPBELL
Christopher Langford
SCOTT ALLEN CURTIS
DIANE MARIE MARRA

Within 25 miles of Bloomville, NY, Best Investors lists 10 registered investment advisory firms with 12 offices nearby, managing about $4.68T in combined regulatory AUM across 741,709 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 Bloomville

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 &PARTNERS 535 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM