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Best financial advisors in E Syracuse, NY

Registered advisers within 25 miles of E Syracuse, NY.

Offices
232
Firms
91
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

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LINCOLN INVESTMENT
SUMMIT PLANNING GROUP, INC.
J. W. COLE ADVISORS, INC.
BPC ADVISORS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
CARSWELL INVESTMENTS, LLC
COMMONWEALTH FINANCIAL NETWORK
PINNACLE INVESTMENTS, LLC
SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
PRIVATE ADVISOR GROUP, LLC

Investors

Liam Joseph Sanborn
THOMAS M SHOEN
CHRISTINE M SMITH
BRIAN A PERDEW
DARREN EMERY GRAHAME
NICHOLAS JAMES BEITER
REGINALD BRUCE GRANDJEAN
Brett David Grandjean
RICHARD JOHN URCIUOLI
MARK J MODZELESKI
GERRI A HARRISON
DOUGLAS R. BURNS
GEOFFREY ALAN WELLS
BRENT PHILIP KESSLER
FREDERICK PHILIP KESSLER
JAMES BRADLEY SLEEPER
MARK ANTHONY SAYA
LLOYD GEORGE FIX
DOMINIC ANTHONY FIORELLO
LAURENCE JAMES SCHNALL
WILLIAM GERARD DECKER
PAUL JAMES RUBACKA
GERALD CICIARELLI
SONNET LEATH LOFTUS
Shane Christian Murphy
NEIL JONATHAN HOYT
JEFFREY EDWARD KLEIN
RACHEL BARTON RONEY
BRIAN MICHAEL SCHULTZ
JAMES VINCENT SINOPOLI
MICHAEL JAMES SINOPOLI
JOSEPH MICHAEL SINOPOLI
VINCENT JAMES SINOPOLI
Hannah Elizabeth Lupole
KATHLEEN TERESA KAFFENBERGER
SARA ANN Kerry
MARYANN PIERCE
ZACHARY BURDETTE WALTON
JOHN MICHAEL CRONIN
Brian J Stinson
David Perry Jones
ALLISON HASLAM
SCOTT WILLIAM DUNBAR
DAVID ROBERT COLBERT
LLOYD David TEPPER
TAMARA MICHELE HOGAN
MICHAEL EDWARD BLAND
RICHARD JAMES DOYLE
KATHERINE SCHMID
TAMELA FABIANO
MARY ELIZABETH WEHRLE
RUTH BANEGAS
MICHAEL R ADAMS
TINA G HANEY
PETER WILLIAM NICOLINI
ADAM J LOEDEL
PATRICK DANIEL NEWTON
AUSTIN MARCELLUS MCINTOSH

Within 25 miles of E Syracuse, NY, Best Investors lists 91 registered investment advisory firms with 232 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 E Syracuse

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