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Best financial advisors in Centerlisle, NY

Registered advisers within 25 miles of Centerlisle, NY.

Offices
88
Firms
35
Combined AUM
$9.13T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,572,709 clients when Item 5C has a number
Avg / client
$3.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
TRG CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
VOSS WEALTH MANAGEMENT

Investors

Kevin Lee Cooper
JAMES J ROLLO
Justin Michael Sisenstein
HOWARD CHRISTOPHER PALMER
Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
LOUIS ANTHONY GUZZETTA
ANNETTE LOUISE CONNORS
NORMAN CURTIS BUTTON
CYNTHIA MARIE STOGRAN
KEVIN MICHAEL COUGHLIN
CHRISTOPHER MICHAEL CURRY
JOSEPH MICHAEL CHESNA
GRADY KANE COUGHLIN
MARK WILLIAM SAROKA
GEORGE JOHN GERNER
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
KEVIN BRADY WITMER
MATTHEW TIMOTHY MEAGHER
FRANK ERHARD KRAMER
AMY LYNN SMITH
JOHN MICHAEL PAULIN
CARY TODD POSNER
Ronald C Ciotoli
ROBERT STEVEN KLINE
THOMAS MICHAEL SUROWKA
BRIAN ANTHONY VOSS
DAVID JOSEPH POWELL

Within 25 miles of Centerlisle, NY, Best Investors lists 35 registered investment advisory firms with 88 offices nearby, managing about $9.13T in combined regulatory AUM across 2,572,709 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 Centerlisle

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM