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Best financial advisors in Cato, NY

Registered advisers within 25 miles of Cato, NY.

Offices
161
Firms
65
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,692,949 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
PFS INVESTMENTS INC.
EDWARD JONES
LEIGH BALDWIN & CO., LLC
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
PINNACLE INVESTMENTS, LLC

Investors

ANDREW JAMES MANGANO
DAVID DOMINIC MIRABITO
TIFFANY A HOFF
MICHAEL CHARLES HERHOLTZ
JASON SHANNON
STANLEY B. WARNER
Nicholas Barnes
Scott Richard Northrup
DANIEL LEE MICHEL
JULIE LYNN CARR
TINA LOUISE SOLOMON
ANTHONY FISHER
MICHAEL R ADAMS
RUTH BANEGAS
Peter Bertone
Neil Pecka
SEAN R BECKER
Brian Clifford
JEREMY MICHAEL WOOD
MICHAEL ANTHONY DOUGLASS
Ryan John Brophy
CHRISTIAN TRYGVE-LEE STOUT
Aaron Hausman
DOMTILLA NERI
ANDREW BARTHOLOMEW
Daniel R Figueiredo
RONALD J PRATT
BRENDA LAURA ISABEL MONK
GARY DANIEL LUCAS
Robert Antonacci
MICHAEL JOSEPH COOK
Nicholas M. Jackson
ANDREW ANTHONY CAMBRIA
Margot Agnes STOTLER
Kevin Szozda
TIMOTHY COREY CARR
KIMBERLY RACHEL MILLER
GREGORY PHILIP BOSHART
TERENCE PATRICK COHOLAN
LINDA JOAN MCANELLY
JILL ANN BASSETT

Within 25 miles of Cato, NY, Best Investors lists 65 registered investment advisory firms with 161 offices nearby, managing about $10.7T in combined regulatory AUM across 1,692,949 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 Cato

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM