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Best financial advisors in Cameron Mills, NY

Registered advisers within 25 miles of Cameron Mills, NY.

Offices
16
Firms
13
Combined AUM
$3.94T
Firm-wide filings, not assets booked only here
Clients
366K
366,130 clients when Item 5C has a number
Avg / client
$10.8M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALSWORTH CAPITAL MANAGEMENT, LLC
LAKE ROAD ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
ROOTED PLANNING GROUP
BCK PARTNERS, INC.
BURNS MATTESON CAPITAL MANAGEMENT, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
SOCHA FINANCIAL GROUP, LLC

Investors

Raymond Auman
Nicholas Kelley
Thomas F Beers
Jennifer Anderson
Chelsea Noel Landolf
Edward Kenneth Penner
Paul Joseph Huonker
KRISTIN CARY HARRINGTON
MADISON ROSE EIGHMEY
Ryan Timothy Hughes
AMY LYNN Brouneus
LAURA LYNNE SUMNER
Jessica Sue Jackson
William Douglas Roe
SABRINA ANN CHILSON
MICHAEL CHARLES O'BRIEN
SHANE MICHAEL ALSWORTH
PAUL VINCENT SYDLANSKY
Hayley Pamela Haslett
RYAN D BARDEN
MARK WILLIAM CORNFIELD
MARCO HICKEY
Mira Hailu Martinez
Matthew Smith
NICHOLAS MATHEW LAPUMA
AMY ELIZABETH IRVINE
KATRINA MARIE WELKER
Rebekah Elizabeth Eason
SARAH JEAN CREATH
JAMES ALLEN KAFFENBARGER
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
Shawn Stephen Twigg
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy

Within 25 miles of Cameron Mills, NY, Best Investors lists 13 registered investment advisory firms with 16 offices nearby, managing about $3.94T in combined regulatory AUM across 366,130 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 Cameron Mills

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 JOHN G. ULLMAN & ASSOCIATES, INC 24 advisers $1.51B AUM 8 SOCHA FINANCIAL GROUP, LLC 28 clients · 3 advisers $430M AUM