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Best financial advisors in Cambridge, NY

Registered advisers within 25 miles of Cambridge, NY.

Offices
170
Firms
83
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,027,086 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE WEALTH MANAGEMENT, LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
EDWARD JONES
THE PATRIOT FINANCIAL GROUP, LLC
WILLIAMS FINANCIAL, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BENNINGTON FINANCIAL PLANNING GROUP
EQUITY SERVICES, INC.
HUTNER CAPITAL MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MANCHESTER CAPITAL MANAGEMENT LLC
WEALTH MANAGEMENT PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
HWC FINANCIAL
KEY INVESTMENT SERVICES LLC

Investors

MITSUO ELI LOCKROW
JASON CLARK KASTNER
STEPHEN HOWARD LULLA
Lori Ann Lennox
Breanna Leigh Lundy
RACHEL ELINOR LAUBER
DARYL ANN SPIRKA
Meredith Grace Phippen
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
BRIAN DONALD MCKENNA
MICHAEL SEAN MCKENNA
DONALD BRIAN MCKENNA
Ryley C Gaudreau
STEPHEN CHRISTOPHER SIMMONS
JASON MICHAEL JEFFERS
DANIEL E. HUTNER
DANIEL ELLSWORTH HUTNER
DIONE LEE RAMSDILL
Cynthia Rozelle
MORGAN WAYNE ROBERTS
EDWARD WRIGHT CRONIN
BARTHOLOMEW JOHN EARLEY
GRIFFIN SIVRET
BRIAN JARLATH VOGEL
LEE MYRL SPIVEY
Nicolas D De Troye
KEVIN MICHAEL THEISSEN
Zachary Levine
DESIREE A MONAHAN
Chase Porter Carroll

Within 25 miles of Cambridge, NY, Best Investors lists 83 registered investment advisory firms with 170 offices nearby, managing about $12.0T in combined regulatory AUM across 3,027,086 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 Cambridge

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM