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Best financial advisors in Canandaigua, NY

Registered advisers within 25 miles of Canandaigua, NY.

Offices
353
Firms
143
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,101 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

USI SECURITIES, INC.
HORIZON FINANCIAL
ASHTON THOMAS SECURITIES, LLC
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
DKCB FINANCIAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WEALTH STRATEGIES & SOLUTIONS, LTD.
FSP ADVISORS, INC.
LEIGH BALDWIN & CO., LLC
MML INVESTORS SERVICES, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC

Investors

LISA Marie RIOS
Amanda Lyn Heagerty
Donald John Kwarta
Jonathan Frank Blazick
MARK ALAN CONGDON
Michael R. Congdon
KENNETH STEPHEN BLAZICK
BRIAN MATTHEW NOVELLIN
Benjamin Robert Chappell
TIMOTHY ROBERT HAMMOND
ROBERT JAMES LEE
JONATHAN Y SMITH
JENNIFER LYN LOTTA
DAVID WESLEY PRULL
MICHAEL PATRICK DAVIS
GREGORY ALAN WEISS
Aileen F DeFroda
CHRISTINE LANZISERA
JUSTINE KINAJ
Mourad Tossounian
TERRENCE PATRICK BRITT
C CHRISTOPHER STAFFORD
Gerald Haig Ariyan
JAMIE THOMAS FISHER
THEODORE WILLIAM MCDONAGH
TAMI ANN Lanzisera
CORY BLAINE SCHAUER
JUSTIN COLE CUVELIER
ERIC DAVID MONTIJO
Josy Luis Reid-Espinal
Randall Derrick Lee
JOSEPH ANTHONY LANZISERA
JENNIFER LYNNE BEALS
DANIEL STEPHEN BAUERS
JODY ANN SWAPP
JOHN ROBERT WILSON
MICHAEL DAVID AGOSTINELLI
ROBERT CHARLES LINDER
JEANNE E MORELLI
KARL P CEDARLEAF
CHRISTINA MARIE KUBRICH
LAURIE ZASTAWRNY
Michael Clifford Colby
David Nathan Long
KEVIN BRUCE BROWN
JEFF D. WOLK
RANDALL P. TRAHAN
NICHOLAS JAMES SARTO
Michael Lawrence Caruso
Aaron Jeffrey Wolk
Jacob K. Brown
MARK OCONNELL DOWNEY
TRICIA A. ZANON
MATTHEW HARTSTEIN
KEITH CHARLES BOCK
JONATHAN PAUL LARUE
GREGORY ARTHUR MILLER
Sheila Marie Monachino
GARY ANDREW DEBELLIS
PATRICK ROBERT GEORGE
DAVID C PITCHER
SCOTT MICHAEL KOGLER
FRANCIS L OSTROM
SAM PETER JOHN IRVINE
Glenna Joy Durwin
BRIAN M SAUERS
JENNIFER R JONES
Nicholas Michael Piehler
CHRISTOPHER L SASSONE
DEANNA JEAN Gutta
Thomas Guider
Brendan Ercole
KEVIN GARDEN
Jared Greagan
ROBERT J BALDES
ALAN BESTERMAN
LUKE T SQUIRES
Robert Daniel Perkins
JULIAN JOAQUIN RUIZ
ANTHONY GERARD PAGANO
JAMES GORDON DURSO
PETER MARTIN KNITTLE
ROBERT P. MORSE
Lawrence Joseph Giangreco
KYLE ROBERT DOWNEY
RALPH KEITH ANGELO
ROBERT CHRISTOPHER CONDERMAN
MATTHEW SHELDON FISCHER
Elliott Robert Morse
Daniel Masino
SARAH BETH FULLER
Jason R Navolio
THOMAS WILLIAM TARKOWSKI
MATTHEW R KEENAN
DANIEL WESLEY BENTZ
RENEE LYNNE ORLANDO
David Lloyd Kendig
Thomas Nolan Bailey
Anthony Michael Bouvy
Katherine kelly Donegan
Joseph Charles Kapfer
STEPHEN MICHAEL ASHE
JEREMY PEDER KROG
DAVID JOEL STOLLER
PHILLIP C SHEEHAN
BRETT R CAROSELLI
KEVIN JOHN SHILTZ
MICHELLE E. DIRENZO
HEATHER R BARNIAK
STEFAN MUOIO
Jacob Richard Yankloski
Haley Lang
Daniel Joseph Barrow
Jessica Petterson
Sean Mallory
Shawn Paylor
Emily Freese Maunz
Jacob Thomas Shea
MICHAEL SAMUEL TORNATORE
MARTIN Esteban PIVA
Michael Edward Lopes
Lucas Donald Yankloski
Vincent Benjamin Calcagno
Jacob D Lana
Christopher T Kenney
Killian Bonnie Mahoney
Carson Charles Crandall
Alexander Michael Goorman
Keara L Hartson
Kaitlin Patt
Jonathan Schooley
Deborah Ann Livingston Smith
Christopher Thomas Andolina
Diana Chowdhury
Raymond George Bauman
Hyesung Jang
Andrew John Van Houten
Joshua Louis Catanese
Joseph Christian Kircher
Angel Ricardo Alvarez
Christopher Michael Harmon
Alex Andrew Lincoln
Cole Weichman
CRAIG ALLEN MAPSTONE
KOEN MICHEL GOORMAN
SHANA LINDSEY RIVERA
Alexander James Mapstone
Michael Jeffery Wayman
Dylan Joseph Stoller
Parker Douglas Wichelmann
Richard Joseph Cantwell
Tyler Thurley Felder
Andrew Toomey
JEFFREY CHRISTIAN MAPSTONE
Henry Walling Smith
Alejandro Bruno
Abigail Renee-Amidon Stevens
Cameron Drew Kohs
Samuel Joseph D'Amico
Todd Everts
William Hewitt Hager

Within 25 miles of Canandaigua, NY, Best Investors lists 143 registered investment advisory firms with 353 offices nearby, managing about $14.7T in combined regulatory AUM across 3,021,101 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 Canandaigua

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