Best financial advisors in Brookfield, NY

Registered advisers within 25 miles of Brookfield, NY.

Offices

64

Firms

41

Combined AUM

$7.19T

Firm-wide filings, not assets booked only here

Clients

1.20M

1,198,882 clients when Item 5C has a number

Avg / client

$6.00M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

587 MAIN STREET SUITE 107
NEW YORK MILLS, NY 13417

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

19.7 miles away

LPL FINANCIAL LLC

270 GENESEE STREET
UTICA, NY 13502

JC MIANO INVESTMENT ADVISORY SERVICE

258 GENESEE ST.
UTICA, NY 13502-4627

QUARTZ PARTNERS INVESTMENT MANAGEMENT

258 GENESEE ST SUITE #506
Utica, NY 13502

PFS INVESTMENTS INC.

502 COURT ST STE 204
UTICA, NY 13502

20.1 miles away

&PARTNERS

6403 County Road 32
Norwich, NY 13815

20.1 miles away

ADIRONDACK FINANCIAL SERVICES CORP

185 GENESEE STREET SUITE 210
UTICA, NY 13501

20.2 miles away

CITIZENS SECURITIES, INC.

90 NORTH GENESEE STREET MS: NYA089
UTICA, NY 13502

20.7 miles away

PFS INVESTMENTS INC.

10 Main Street Ste 101
Whitesboro, NY 13492

20.9 miles away

LPL FINANCIAL LLC

131 ORISKANY BLVD
WHITESBORO, NY 13492

LPL FINANCIAL LLC

2502 STATE ROUTE 5
SCHUYLER, NY 13502

21.2 miles away

PRINCIPAL SECURITIES, INC.

55 GROVE ST UNIT 57
COOPERSTOWN, NY 13326

21.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

99 Chestnut St.
Cooperstown, NY 13326

21.3 miles away

AMERITAS ADVISORY SERVICES, LLC

214 ORISKANY BLVD
WHITESBORO, NY 13492

21.4 miles away

LPL FINANCIAL LLC

1 HERKIMER ROAD
UTICA, NY 13502

21.4 miles away

OSAIC WEALTH, INC.

402 N Prospect St.
Herkimer, NY 13350

22.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

43 S Broad St
Norwich, NY 13815

22.4 miles away

NBT CAPITAL MANAGEMENT, INC.

52 SOUTH BROAD STREET
NORWICH, NY 13815

22.4 miles away

LPL FINANCIAL LLC

52 SOUTH BROAD STREET
NORWICH, NY 13815

22.4 miles away

Firms

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

JC MIANO INVESTMENT ADVISORY SERVICE

QUARTZ PARTNERS INVESTMENT MANAGEMENT

PFS INVESTMENTS INC.

ADIRONDACK FINANCIAL SERVICES CORP

CITIZENS SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERITAS ADVISORY SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NBT CAPITAL MANAGEMENT, INC.

Investors

ROBERT ALAN DICKS

STUART RUSSELL BROOKS

JAMES PATRICK CHASE

JOSEPH ALBERT LEO

MARK DONALD FORESTI

GREGORY LEE LAMONICA

PETER N DERENSIS

DOMINIC FRANCIS SHEA

WILLIAM FOX LOCKE

FRANCES J PARENT

ASHLEY L KINNEY

DIANE LYNN KINGSLEY

JAY MICHAEL SCIENZA

DAVID CARL VANMETER

CHRISTINE MARIE VANMETER

Luke Lawrence VanMeter

JASON JAY TABOR

Matthew Samuel Powers

SCOTT ALLEN CURTIS

DANIEL CLAUDE ORCUTT

David Andrew Huhtala

AUSTIN VANDERHOOF

Timothy R Guinn

PETER VAIL SMITH

EVAN HUDSON WALKER

ALICE MARGARET WEIR

BRIAN ANTHONY VOSS

Within 25 miles of Brookfield, NY, Best Investors lists 41 registered investment advisory firms with 64 offices nearby, managing about $7.19T in combined regulatory AUM across 1,198,882 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 Brookfield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM