Best Investors Account Sign in

Best financial advisors in Clifton Springs, NY

Registered advisers within 25 miles of Clifton Springs, NY.

Offices
329
Firms
135
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,197 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
O'HAVER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
SIMCO FINANCIAL
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CL WEALTH MANAGEMENT LLC
EAGLE STRATEGIES LLC

Investors

JOHN BRIAN MCCARTHY
MICHELE RENE WILCK
Marc Kreuser
BRUCE WILLIAM BOWMAN
DEVON CALDWELL LITTLEFIELD
JOSEPH TAYLOR O'HAVER
Trevor Peter Lacz
Andrew Ward
WADE ANDREW SARKIS
NATHAN EVERETT VAN BORTEL
RUSSELL JOSEPH BARONE
DAVID RICHARD STALKER
THOMAS WAYNE KINGSLEY
TIMOTHY JON VEAZEY
Ryan Martin
MARC ANDREW SIMMONS
Jason Michael Mosher
JASON JAMES MOSHER
Jered Maloney
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger
Brent James Ascroft
BRADLEY JOHN DONNER
CHRISTOPHER LEE SANTELLI
TIM DEAN VANGORDER
JACOB D CARRIER

Within 25 miles of Clifton Springs, NY, Best Investors lists 135 registered investment advisory firms with 329 offices nearby, managing about $14.6T in combined regulatory AUM across 2,923,197 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 Clifton Springs

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM