Best Investors Account Sign in

Best financial advisors in Cottekill, NY

Registered advisers within 25 miles of Cottekill, NY.

Offices
148
Firms
59
Combined AUM
$9.34T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,539,031 clients when Item 5C has a number
Avg / client
$3.68M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE AMERIFLEX GROUP
DDO ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

BRIAN C GINTY
MARC ALAN SCHAIN
William Winters
Krista Nicole Woodke
PATRICK JOSEPH FILLETTE
SHAWN SHAUGHNESSY
Dave Grimes
Max William That
Peter Banta
CHRISTOPHER CHARLES DROUIN
DAVID WALLACE CROSS
RICHARD CHARLES DECKER
TAVISH LAIDLAW
ANDREW EUGENE WILLIAMS
CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI
Peter Andrew LeRose
TIMOTHY JOHN BARTHOLOMEW
JOHN DANIEL CUBITO
John Mack
SALVATORE BOCCHIMUZZO
DANIEL C MCDONOUGH
Corey Nicholas Hudak
MICHAEL BRUCE LAMONDA
MICHAEL WILLIAM RISKO
Jennifer M Harrigfeld
Erin Mary Clancy
Cory J Espejo
ANTHONY JOSEPH BARRESE
Alex Barrese
DANIEL A D'ORDINE
CHRISTOPHER THOMAS FENTON
EDWARD JAMES MERCIER
Cliff Anderson
RICHARD P TREU
LORI WOOD TIETJEN
SUSAN MARIE GREENE
JACQUELYN KELLY RAE
NINA SUE HILL
WILLIAM JAMES RAE
Derek Alan Doyle
ANDREW HAAG BARON
MICHELLE R MARTIN

Within 25 miles of Cottekill, NY, Best Investors lists 59 registered investment advisory firms with 148 offices nearby, managing about $9.34T in combined regulatory AUM across 2,539,031 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 Cottekill

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM