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Best financial advisors in Dewitt, NY

Registered advisers within 25 miles of Dewitt, NY.

Offices
239
Firms
92
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,845 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

STERLING IMC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
NOTTINGHAM WEALTH PARTNERS, INC.
LPL FINANCIAL LLC
OMC FINANCIAL SERVICES LTD
J.W.BURNS & COMPANY, INC.
GREG JENNINGS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
KOVACK ADVISORS, INC.
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC

Investors

Stefano Selenu
RENEE LAMB
Jeremy R. Di Cuffa
Stacie Spedding
Matthew Clark
Michael C Hopkins
JOSEPH DELIO POLSINELLI
PAUL ANTHONY RESTANTE
MICHAEL THOMAS CERMINARO
LAUREL ANN WATKINS
GREGORY WELLES JENNINGS
Brian Andrew Jennings
CYNTHIA ANN SCOTT
PETER N BUNITSKY
Andrew James Derrenbacker
Edward A. Grassi
Thaddeus Malley
JAMES C BURNS
DAVID SCOTT TOWERS
BRIAN FRANKLIN BARLOW
JASON CAPRON
PAUL STEPHEN HABEREK
JOSEPH ANTHONY CORONA
MICHAEL GEORGE CORONA
JOANNA HELENE FERGUSON
KENNETH SOUSER
KEVIN J JAMES
AVA DOROTHY FIELD
CHRISTOPHER A FOSTER
PETER DONALD GRIFO
WILLIAM JOHN SQUAIRS
DAVID JOSEPH SCHNALL
EDWARD CUELLO
Timothy Mullane
IBRAHIM ELMEKKAWY
Raad Mleiti
DEEPAL R SHAH
MOHAMED ATTIA
BRUCE MORLEY DEPPOLITI
LIZ ALEXANDRIA CSONKA
MICHAEL PATRICK WARD
THOMAS MICHAEL WALSH
HEIDI LINDA REXFORD
DOUGLAS JAMES CRONIN
TIMOTHY JOHN HOAG
ALEXANDER SOTIR JOSEPH
JOHN RAYMOND DECRESCENTE
WILLIAM HOWARD WOOD
CLYDE GOLDBERG
STEPHEN MICHAEL POLIZZI
ANTHONY MICHAEL ROMANTINO
DAVID MARK MULLEN
GEORGE KURT FINKBEINER
Michael J Lynch
WILLIAM CHARLES FARRANCE
MARK ALLEN KIRSCHE
PETER ANTHONY TALLARICO
MICHAEL PAUL PFEUFFER
BRIAN CHARLES CAMERON
JASON SHANNON
BRIAN CHARLES HILL
MICHAEL DAVID CRONIN
EDMOND JAMES THEOBALD
CHARLES JOSEPH POLKA
MARYBETH PETRELL
Courtney A Wellar
RICHARD STEVEN PETRELL
WILLIAM MICHAEL MOORE
WILLIAM RAY NICE
Justin Harlow
Brandon Santillo
Mark Edward Popp
JASON ROBERT HOLOWINSKI
Paul Douglas Madden
RAYMOND BRIAN PATRAW
Elijah Joseph Conte
MARK ANTHONY DEMO
JAMES LAWRENCE DIBLASI
Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN
NANCY ANN COLLINS
MICHAEL STUART WIRTHEIM
MICHAEL DANIEL CARROLL
CLIVE GRADY BUCHAN
ROBERT ANDREW WILL
SAMUEL C. CONDE
KRISTIN JULIE HOUSLER
JULIE GARCIA
ELIZABETH ARLETHA MOYNIHAN
LISA M MCKENNEY
JEFFREY D MORO
Jessica Lynn Fontaine
QUINN SHAMLIAN
DIANNE MARIE ANGELO
DEVIN MARQUIS WHITE
Samuel J Vasile
Allison N Small
Jacob Theodore Binder
DAVID WESLEY JOHNSON
RONALD JAMES MOLINARI
JOHN W SHAMLIAN
DEBORAH L GOODE
FRANK ALBANESE
CHRISTOPHER ROBERT LOBO
RYAN JEFFREY SMITH
LINDA S BROWN
BRIAN CHRISTOPHER DEMONTE
Garrett Clegg
THOMAS GEORGE AUSTIN
GARY JOHN ANASTASIO
NICHOLE CHRISTINE LaChance
VINCENT JAMES CAPSELLO
JOSEPH ADAM CAIELLO
LEE R LOOMIS
ANDREW MICHAEL SCHAFFEL
Maxwell Dylan Bobrycki
MICHAEL KASCH

Within 25 miles of Dewitt, NY, Best Investors lists 92 registered investment advisory firms with 239 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,845 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 Dewitt

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