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Best financial advisors in Cooperstown, NY

Registered advisers within 25 miles of Cooperstown, NY.

Offices
19
Firms
14
Combined AUM
$4.95T
Firm-wide filings, not assets booked only here
Clients
789K
788,943 clients when Item 5C has a number
Avg / client
$6.28M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
SCOTT ALLEN CURTIS
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
John Matthew Cook
EDWARD JOHN CURLEY
JODY ANGELLOTTI
NERISSA HANLEY
BRENT A PATRY
Zachary Daniel Brown
Kyle Bennett Velte
KEVIN LEMIER CORKERY
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
NEAL KULIN MILLER
Zachary Bowerman
DAVID CARL VANMETER
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
DEREK A MEKA
AUSTIN VANDERHOOF
CATHY L CRISTMAN
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
JORDAN M ALGER
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER

Within 25 miles of Cooperstown, NY, Best Investors lists 14 registered investment advisory firms with 19 offices nearby, managing about $4.95T in combined regulatory AUM across 788,943 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 Cooperstown

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 &PARTNERS 535 advisers $30.3B AUM 8 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM