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Best financial advisors in Colosse, NY

Registered advisers within 25 miles of Colosse, NY.

Offices
81
Firms
37
Combined AUM
$6.51T
Firm-wide filings, not assets booked only here
Clients
1.53M
1,531,392 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
PRINCIPAL SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

CAMERON BOROWIEC
NATHAN CHARLES KINNE
Morgan Hodinger
PAUL DAVID MYLES
DAVID VINCENT EPOLITO
STEPHEN WISNIEWSKI
Rochelle Peabody
TIMOTHY JAY CORDELL
Derek Bruce Loomis
Philip Gregory Stevens
Jamie Marie Johnson
DAVID JAMES ANDERSON
Scott Edward Stefanco
Sydney Chalifoux Hopkins
Kelly Scholl
STANLEY B. WARNER
Nicholas Barnes
DAVID DOMINIC MIRABITO
TIFFANY A HOFF
MICHAEL CHARLES HERHOLTZ
JASON SHANNON
Daniel M Tivnan
ANDRES CANO
DAVID ELSON PALMITER
Evan P Ryan
Stephen Rockhill
Zackery Guerrero
JEFFREY P FRANCISCO
MARIO ANTHONY RECTOR
JOSEPH F BETHMANN
Elijah A Weiss
RONALD J PRATT
BRENDA LAURA ISABEL MONK
GARY DANIEL LUCAS
Robert Antonacci
MICHAEL JOSEPH COOK
DONALD EDGAR STOREY
Anthony Cerra
CHARLES KENNETH PIKE
RONALD HONGO

Within 25 miles of Colosse, NY, Best Investors lists 37 registered investment advisory firms with 81 offices nearby, managing about $6.51T in combined regulatory AUM across 1,531,392 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 Colosse

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM