Best Investors Account Sign in

Best financial advisors in Caz, NY

Registered advisers within 25 miles of Caz, NY.

Offices
217
Firms
90
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,845 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
REAGAN COMPANIES ASSET MANAGEMENT, INC
SUMMIT FINANCIAL, LLC
INDEPENDENT FINANCIAL PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ADIRONDACK CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
PERIGON WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IP FINANCIAL ADVISORY SERVICES LLC

Investors

KATELYN M KRIESEL
Rose Marie Neill
Jordan Hamilton
NATALY ANNA ROMBEL
DAVID HAAHR
DANIEL JOSEPH ESFORD
Ethan Robert Ciota
RICHARD PAUL REAGAN
CHRISTOPHER P. RIGGI
ALEXANDER SAMUEL PASQUALE
ANITA PETRICOLA LOMBARDI
NATHANIEL LUKE GAVITT
PATRICK JOHN MAHARDY
BRENT THOMAS SCHLEICHER
ROBERT MATHEW MOSKWA
CHRISTOPHER WILLIAM BERG
PATRICK JAMES DOOLEY
JAMES VICTOR CAMPAGNA
REX W MAHONEY
MICHAEL JOSEPH TISDELL
DOMINICK JUDE SAGEER
CHARLES MICHAEL BARACCO
JOSEPH PETER HATFIELD
MICHAEL DREW KENT
John Konefal
Jorge D Martinez
MICHAEL CAMPAGNA
ROBERT FRANCIS CUNNINGHAM
JEFFREY JAMES LAYHEW
CHASITY MAUREEN JAYNES
Melanie Videto
LEYLA MORGILLO
JAMES WILLIAM TUCKER
CARAGH FAHY
Nicole Rogers
BRADLEY JAMES HARTE
Nicholas Robert Gacioch
Joshua Alan Keirsbilck
Matthew Vitale
SHAWN M. TETREAULT
BENJAMIN ROBERT MURPHY
MATTHEW DAVID STEPHENSON
JUSTIN GARDINER PATERSON
RONALD JOHN GNIAZDOWSKI
Ryan Kozyra
Jeremy John Pyszczynski
COREY N KING
ANTHONY DAVID BAEUMLER
Anthony Cerra
Patrick John Scherer
JAMES M AMUSO
Adam James Dake
Matthew Francis
RYAN James Carl MATOUSEK
Kristen Nicole Gawron
Michael F Kruszona
NOAH Jonathan MATHER
JUSTIN JAMES JOHNSON
SUBIR KUMAR BARUA
JOHN PAUL BENNS
BRENNEN MICHAEL PRZYBYSZ
MICHAEL JAMES COUSINEAU
DANIEL ADLER
DAVID MICHAEL MARTIN
Marion Darmel Whitfield
DANIEL E PUMA
MARY ELIZABETH O'MALLEY
Michael John Stanton
Dominic Stutz
Katelynn Prestipino
PAUL ANDREW HASCHYTZ
BRETT JUSTIN VANANTWERP
MASON GASBARRE
CONWAY PORTER
WILLIAM PATRICK YARD
DEBORAH ANN GRIFFITH
Luke Anthony Sciarrone
MATTHEW V HEALY
Austin Simon
Lukasz k Pogon
NOBLE CATOR-SZYMANSKI
STEPHEN E HASSO
FRANCESCO PAPA
DEBORAH MARKS VECCHIO
TIMOTHY ADAMS FORTNER
MARTHA ANN CACCIOLA
PAUL ANTHONY KORDZIEL
A DANIEL COATES
JOHN PATRICK CAVANAUGH
SASCHA BORIS MILLIGAN
TIMOTHY PATRICK GRUMLEY
MATTHEW TODD MICHALAK
HOPE MARIE ZUCCARO
CHRISTOPHER COATES
WENDY ELLEN HALLSWIFT
MICHELLE L JOHNSTON
DANIEL JAMES HENNIGAN
MICHAEL STEVEN JIM
LISA ANN DUNCAN
JAMES EDWARD SZCZESNIAK
TIMOTHY BESIO
JONATHAN ROBERT CATLIN
JARED DUNCAN SWIFT
WILLIAM EUGENE SCHICK
GERALD LEE MALCHAK
WAYNE JAMES RANDALL
DAVID G WALKER
MICHAEL JOSEPH FASULO
ANNA BRISTOL
MARCUS MCFEE-WALTERS
KURT D'ANGELO
Carmen Emilio Chirico
Edward Shanahan
MATTHEW Rooney James PAYNE
Daniel James Becker
Ann Michelle Heyen
Jacob Walter Kopek
Matthew E Tarby
GARRY RAYMOND MATTHEW PAYNE
JAMES MICHAEL COPPOLA
GREGORY A RONNEBURGER
MICHAEL THOMAS LEONE
ALEXANDER HENN
ROBERT ANDREW HAGEN
LISA MILLER
VINCENT LUKE BEALS
BRIAN C YOUNG
CHRISTOPHER M. DONAHUE
MICHAEL FERLENDA
Michelle Lynn Lester
SAMUEL REILLY
Matthew Ernesto Soto
Matthew Eric Hesse
Joseph Scro
Timothy Andrew Odell
Justin D Jones
Alexander Nathaniel Thrasher
Daniel John Silfer
David Lawrence Becker
Michael Jeffrey Steele
Demetri J Pappa
Rylee Lauren Ganter
Sheri Lee Myung Tuttle
Matthew Smith
Andrew David Contos
Jadon Lee
Alizabeth J Erskine
STEPHANIE JO RUFFO
EILEEN PRICE
DIANE MOWRY
KAMILLE SORBER
Erin Doyle Hannan
Mark P Nicolosi
Kevin James Richardson
John Muckenfuss
ANDREW WILLIAM WHALEN
JOSEPH ALFONSE DIMORA
Christopher Fragnito
Christian Tague
STEPHEN WISNIEWSKI
Nicholas Raymond Robinson
Ethan John Williams
Dominick Scro
Alexandra Edie Carbone
Cameron Hovater
STEPHEN DEAN SWIFT
THOMAS WILLIAM BROWN
JOHN ANDREW PAGANELLI
GEORGE MANUEL CHRISOGONOU
MATTHEW MICHAEL DAUKSZA
MATTHEW THOMAS CHAMPION
AUSTIN VANDERHOOF
ALEX Maximus DAUKSZA
TRAVIS JACK DECKER
BRANDON MICHAEL CHAMPION
RUSSELL A STOUT
JOSEPH PAUL VIVIANO
KEVIN JAMES CHRISTOPHER
LOUIS CHRISTOPHER GOECKEL
JEFFREY DAVID DZWONKOWSKI
Teresa Marie Marriner
Kevin Patrick Joy
TARA MARIE KOBUSZEWSKI
KEVIN CON RILEY
ROBERT FRANCIS BRUNETTE
JEFFREY EDWARD BOYEA
ANTHONY W HINDS-FRITZ

Within 25 miles of Caz, NY, Best Investors lists 90 registered investment advisory firms with 217 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,845 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 Caz

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