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Best financial advisors in Brockport, NY

Registered advisers within 25 miles of Brockport, NY.

Offices
306
Firms
118
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,064,505 clients when Item 5C has a number
Avg / client
$6.98M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VICUS CAPITAL, INC.
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Hannah M Byron
NORMAND RICHARD FLUET
MILENDA SUE KILBY
ISABELLA TESS FOLTYNIAK
Jessica Rey Burris
BENJAMIN D GEIST
JENA CRAWFORD
Dominic Jon Agostini
SIMON ERIC JOHN DEVENISH
NICHOLAS WILLIAM MIENEY
Tyler Logan
Rudy Allan Diedreck
ALEXANDER DAVID JORDAN
Cara Elizabeth Welling
KRISTIN MARIE HOLBROOK
HILLARY FRANCES BELDUE
DAVID MATTHEW REYNOLDS
JOSEPH S. MURATORE
Troy Jeffrey Nelson
Isabel Victoria DiNottia
Joshua Vernon
Meghan Kelly
ANDREW JOSEPH OLBRICH
SYDIA L CROMER
THOMAS PAUL KERNAN
George Wyatt Seybold
CINDY LEE ZIEGLER

Within 25 miles of Brockport, NY, Best Investors lists 118 registered investment advisory firms with 306 offices nearby, managing about $14.4T in combined regulatory AUM across 2,064,505 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 Brockport

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM