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Best financial advisors in Cossayuna, NY

Registered advisers within 25 miles of Cossayuna, NY.

Offices
120
Firms
64
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,694,904 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

THE PATRIOT FINANCIAL GROUP, LLC
EDWARD JONES
CAMBRIDGE WEALTH MANAGEMENT, LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
EQUITY SERVICES, INC.

Investors

RACHEL ELINOR LAUBER
Lori Ann Lennox
Breanna Leigh Lundy
MITSUO ELI LOCKROW
JASON CLARK KASTNER
STEPHEN HOWARD LULLA
DANA HOGAN
MATTHEW BRIGGS EASTERLY
Brian Phillip Warner
ALFRED JAMES MERCHANT
Joseph Edward Kelly
Madeline Skye Butler
Meghan Marie Murray
PAUL C HEBERT
TINA M BRIDGE
KIMBERLY MARIE SCHEFFLER
DANIELLE G VALENTE
Bradley William Bodmer
Christopher J Huskie
Elliot Howard
Danielle Yeager
KATHLEEN REDINGTON GRASMEDER
DANIEL J GRASMEDER
MATTHEW ALEXANDER BAITINGER
JACOB ROSS COSTELLO
Mary Beth Hogan
ROBERT HOWARD BELL
EDWARD ARTHUR COSTELLO
Mark Ostrander
CHRISTOPHER JOHN FISH
MARK GORDON RIPLEY
Robert F Butler
Blake T Crothers
Lisa M Bruce
RANDALL F. F DEVANEY
CHRISTOPHER MARTIN ZITO
ADAM E. PEARSALL
MELISSA BATTISTE
RICHARD DEAN SMITH
MICHAEL JOHN HEALY
MICHAEL CHRISTOPHER SEELEY

Within 25 miles of Cossayuna, NY, Best Investors lists 64 registered investment advisory firms with 120 offices nearby, managing about $11.2T in combined regulatory AUM across 2,694,904 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 Cossayuna

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM