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Best financial advisors in Cincinnatus, NY

Registered advisers within 25 miles of Cincinnatus, NY.

Offices
18
Firms
9
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
419K
419,317 clients when Item 5C has a number
Avg / client
$7.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRAGMATIC ADVISORS, LLC
NBT CAPITAL MANAGEMENT, INC.
&PARTNERS

Investors

KAHLIL ADAMES
JAMES PASQUALE NUNCIATO
Laurence Gerard Claudia
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
Jason Donald Cicioni
ERIC HOWARD SCHNEIDER
BRET ALEXANDER HARTMAN
Michael David Foster
KIMBERLY HELEN CAWLEY
Tyler Jacob Krowiak
Adam Bruculere
Logan Levi Welch Crandall
Kevin Lee Cooper
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
Timothy R Guinn
PETER VAIL SMITH
ROBERT MARTIN CAREY
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
ADRIAN W SHUTE

Within 25 miles of Cincinnatus, NY, Best Investors lists 9 registered investment advisory firms with 18 offices nearby, managing about $3.02T in combined regulatory AUM across 419,317 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 Cincinnatus

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 &PARTNERS 535 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 NBT CAPITAL MANAGEMENT, INC. 6 advisers $1.61B AUM