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Best financial advisors in Butternuts, NY

Registered advisers within 25 miles of Butternuts, NY.

Offices
18
Firms
11
Combined AUM
$5.21T
Firm-wide filings, not assets booked only here
Clients
797K
797,243 clients when Item 5C has a number
Avg / client
$6.53M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
NBT CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
MORGAN STANLEY
LPL ENTERPRISE, LLC
GENEOS WEALTH MANAGEMENT, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
FUTURE TUNDRA CAPITAL, LLC

Investors

ROBERT MARTIN CAREY
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
Timothy R Guinn
PETER VAIL SMITH
JORDAN M ALGER
ROSE ANN SMITH
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
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
NEAL KULIN MILLER
KEVIN LEMIER CORKERY
BRENT A PATRY
Zachary Daniel Brown
Kyle Bennett Velte
EDWARD JOHN CURLEY
JODY ANGELLOTTI
John Matthew Cook
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
Kevin Lee Cooper

Within 25 miles of Butternuts, NY, Best Investors lists 11 registered investment advisory firms with 18 offices nearby, managing about $5.21T in combined regulatory AUM across 797,243 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 Butternuts

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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