Best Investors Account Sign in

Best financial advisors in Caroga Lake, NY

Registered advisers within 25 miles of Caroga Lake, NY.

Offices
17
Firms
10
Combined AUM
$2.70T
Firm-wide filings, not assets booked only here
Clients
601K
601,202 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
LIFEMARK SECURITIES CORP.
OSAIC WEALTH, INC.
SCHWAB WEALTH ADVISORY, INC.

Investors

DONALD FRANK STANYON
MICHAEL John PARKER
SUSAN TODD MALLERY
BRANDIE MULLIGAN
JOHN PETER WASHBURN
RONALD MARK OLINSKY
STEFFEN C HELLERT
ANDREW J COOK
BRETT MCCUE
AMANDA FRASIER SKOTARCZAK
WILLIAM WINSMAN
GARY JOSEPH GRECO
JONATHAN ANDREW FREDERICKS
LINDA ELIZABETH KESSLER
NERISSA HANLEY
ROBERT EDWARD WAITE
Zachary Bowerman
DAVID CARL VANMETER
JENNY ANN RULISON-FISCH
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
CATHY L CRISTMAN
RICHARD JEFFERY ANTHONY
Ryan Olsen
DAVID PAUL OLSEN
GERARD JOSEPH COLISTRA
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
DEREK A MEKA
AUSTIN VANDERHOOF
Charles Joseph Reyes

Within 25 miles of Caroga Lake, NY, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $2.70T in combined regulatory AUM across 601,202 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 Caroga Lake

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM