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Best financial advisors in Constantia, NY

Registered advisers within 25 miles of Constantia, NY.

Offices
223
Firms
87
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,372 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
LPL ENTERPRISE, LLC
GOLDSTRIKE CAPITAL LLC
LPL FINANCIAL LLC
LINCOLN INVESTMENT
SUMMIT PLANNING GROUP, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
UPSTATE ADVISORS GROUP
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.

Investors

TIMOTHY JAY CORDELL
Derek Bruce Loomis
Philip Gregory Stevens
Jamie Marie Johnson
DAVID JAMES ANDERSON
Daniel M Tivnan
ANDRES CANO
DAVID ELSON PALMITER
Evan P Ryan
Stephen Rockhill
Elijah A Weiss
Zackery Guerrero
JEFFREY P FRANCISCO
MARIO ANTHONY RECTOR
JOSEPH F BETHMANN
DONALD EDGAR STOREY
Anthony Cerra
Scott Edward Stefanco
Sydney Chalifoux Hopkins
Kelly Scholl
CHARLES KENNETH PIKE
GENNARO CONCOLINO
ETHAN MONTE DOLCE
RONALD HONGO
NICHOLAS JAMES BEITER
REGINALD BRUCE GRANDJEAN
Brett David Grandjean
RICHARD JOHN URCIUOLI
Liam Joseph Sanborn
THOMAS M SHOEN
CHRISTINE M SMITH
BRIAN A PERDEW
DARREN EMERY GRAHAME
DAVID VINCIGUERRA
MATTHEW JAY GOVENDO
GIOVANNI BONAVENTURA VITALE
CHAD N GERMAIN
MARK J MODZELESKI
GERRI A HARRISON

Within 25 miles of Constantia, NY, Best Investors lists 87 registered investment advisory firms with 223 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,372 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 Constantia

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM