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Best financial advisors in Charlotteville, NY

Registered advisers within 25 miles of Charlotteville, NY.

Offices
14
Firms
11
Combined AUM
$4.70T
Firm-wide filings, not assets booked only here
Clients
732K
731,903 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FENIMORE ASSET MANAGEMENT, INC.
LINCOLN INVESTMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
MORGAN STANLEY

Investors

PETER BART POCHILY
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
SCOTT ALLEN CURTIS
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
John Matthew Cook
EDWARD JOHN CURLEY
JODY ANGELLOTTI
Zachary Daniel Brown
Kyle Bennett Velte
BRENT A PATRY
KEVIN LEMIER CORKERY
NEAL KULIN MILLER
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager

Within 25 miles of Charlotteville, NY, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $4.70T in combined regulatory AUM across 731,903 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 Charlotteville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 &PARTNERS 535 advisers $30.3B AUM 7 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM