Best financial advisors in Bouckville, NY

Registered advisers within 25 miles of Bouckville, NY.

Offices

93

Firms

46

Combined AUM

$8.88T

Firm-wide filings, not assets booked only here

Clients

1.66M

1,657,080 clients when Item 5C has a number

Avg / client

$5.36M

Combined AUM ÷ clients

Nearby offices

MML INVESTORS SERVICES, LLC

38 Broad St
Hamilton, NY 13346

KANE FINANCIAL

151 WEST MAIN STREET
WATERVILLE, NY 13480

CREATIVE FINANCIAL DESIGNS, INC.

475 Sherrill Rd
Sherrill, NY 13461

12.6 miles away

LPL ENTERPRISE, LLC

2662 ROUTE 20 EAST #3
CAZENOVIA, NY 13035

12.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

102 E. Seneca Street Suite 212
Sherrill, NY 13461

LPL FINANCIAL LLC

280 GENESEE STREET
ONEIDA, NY 13421

13.7 miles away

FUTURE TUNDRA CAPITAL, LLC

1220 COUNTY ROUTE 24
SHERBURNE, NY 13460

14.2 miles away

LPL ENTERPRISE, LLC

133 ALBANY STREET
CAZENOVIA, NY 13035

14.4 miles away

LEIGH BALDWIN & CO., LLC

112 ALBANY STREET
CAZENOVIA, NY 13035

14.4 miles away

MML INVESTORS SERVICES, LLC

7 Mill St
Cazenovia, NY 13035

14.5 miles away

DARK HORSE WEALTH LLC

51 ALBANY ST 2ND FL
CAZENOVIA, NY 13035

14.6 miles away

LEIGH BALDWIN & CO., LLC

9 ALBANY STREET
CAZENOVIA, NY 13035

14.7 miles away

J.P. MORGAN SECURITIES LLC

150 MAIN STREET
ONEIDA, NY 13421

14.8 miles away

EDWARD JONES

136 VANDERBILT AVENUE
ONEIDA, NY 13421

14.8 miles away

LPL FINANCIAL LLC

104 S PETERBORO ST
CANASTOTA, NY 13032

15.9 miles away

LPL FINANCIAL LLC

186 CANAL STREET
CANASTOTA, NY 13032

AMERIPRISE FINANCIAL SERVICES, LLC

7800 STATE ROUTE 5
CLINTON, NY 13323-1012

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

16.7 miles away

LPL FINANCIAL LLC

7920 STATE ROUTE 5, SUITE 2
CLINTON, NY 13323

16.9 miles away

LPL FINANCIAL LLC

4451 COMMERCIAL DRIVE
NEW HARTFORD, NY 13413

18.3 miles away

Firms

MML INVESTORS SERVICES, LLC

CREATIVE FINANCIAL DESIGNS, INC.

LPL ENTERPRISE, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

FUTURE TUNDRA CAPITAL, LLC

LEIGH BALDWIN & CO., LLC

DARK HORSE WEALTH LLC

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BRUCE SINCLAIR ERATH

ALEXANDRA CATHERINE ERATH

CLINTON PETER KANE

ALAN EDWARD CHANDLER

JARED MATTHEW HOUSEMAN

CYNTHIA ANN DECKER

Jonathan Christopher Pawlika

Joseph A Alnutt

JOHN EDWARD RYAN

MARY ELIZABETH O'MALLEY

DANIEL ALFRED PARKIN

LEIGH DOUGLAS BALDWIN

MICHAEL ALVIN WOLTMAN

Erich Fradenburg

ALAN CHRISTOPHER BALDWIN

WILLIAM ALTON DOLLY

PETER GERARD CARCHEDI

JACK ALAN STEVENS

JUDSON WILLIAM AMES

CHARLES FRANCIS SOVIK

Shannon Rae Brown

ROBERT BARRY ECKERMANN

STEPHANIE MARIE GARLOCK

ROBERT BROWNLEE GOOD

STUART RUSSELL BROOKS

GRAHAM WILLIAM NELSON

SCHUYLER B DOMBROSKE

ALLISON ANNE MAJOR

MICHAEL JOSEPH HENNESSY

MELISSA ANNE BOWER

Within 25 miles of Bouckville, NY, Best Investors lists 46 registered investment advisory firms with 93 offices nearby, managing about $8.88T in combined regulatory AUM across 1,657,080 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 Bouckville

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