Best financial advisors in Eaton, NY

Registered advisers within 25 miles of Eaton, NY.

Offices

57

Firms

29

Combined AUM

$6.00T

Firm-wide filings, not assets booked only here

Clients

987K

987,114 clients when Item 5C has a number

Avg / client

$6.08M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

102 W SENECA ST SUITE 220
MANLIUS, NY 13104-2446

20.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

208 Fayette St.
Manlius, NY 13104

20.4 miles away

LPL FINANCIAL LLC

104 SMITH ST
MANLIUS, NY 13104

20.5 miles away

CETERA INVESTMENT ADVISERS LLC

320 FAYETTE STREET
MANLIUS, NY 13104

20.6 miles away

CETERA INVESTMENT ADVISERS LLC

320 FAYETTE ST
MANILUS, NY 13104

20.6 miles away

J.P. MORGAN SECURITIES LLC

329 FAYETTE STREET
MANLIUS, NY 13104

20.7 miles away

LPL FINANCIAL LLC

2 SOUTH MAIN STREET
NEW BERLIN, NY 13411

21.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

43 S Broad St
Norwich, NY 13815

21.6 miles away

NBT CAPITAL MANAGEMENT, INC.

52 SOUTH BROAD STREET
NORWICH, NY 13815

21.6 miles away

LPL FINANCIAL LLC

52 SOUTH BROAD STREET
NORWICH, NY 13815

21.6 miles away

LPL FINANCIAL LLC

66 S BROAD ST
NORWICH, NY 13815-1700

21.7 miles away

EAGLE STRATEGIES LLC

503 CLINTON STREET BOX 36
FAYETTEVILLE, NY 13066

22.5 miles away

EAGAN CAPITAL MANAGEMENT, LLC

210 SOUTH MANLIUS ST
FAYETTEVILLE, NY 13066-2039

22.5 miles away

LPL FINANCIAL LLC

500 E. GENESEE ST.
FAYETTEVILLE, NY 13066

22.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

7800 STATE ROUTE 5
CLINTON, NY 13323-1012

22.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

22.7 miles away

LPL FINANCIAL LLC

7920 STATE ROUTE 5, SUITE 2
CLINTON, NY 13323

22.9 miles away

LPL FINANCIAL LLC

2449 US ROUTE 11
LAFAYETTE, NY 13084

23.2 miles away

KEY INVESTMENT SERVICES LLC

410 Towne Drive
Fayetteville, NY 13066

23.2 miles away

J.P. MORGAN SECURITIES LLC

504 Towne Dr
Fayetteville, NY 13066

23.2 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NBT CAPITAL MANAGEMENT, INC.

EAGLE STRATEGIES LLC

EAGAN CAPITAL MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

Investors

Robert Stephen Richardson

JEFFREY MARK DUNSEATH

MARK WILLIAM HILLS

RICHARD PAUL JENKINS

MAURO U BOTTONI

Benjamin Michael Osinski

GREGORY FRANCIS WILT

BRADLEY PAUL CANAVAN

Timothy R Guinn

PETER VAIL SMITH

EVAN HUDSON WALKER

ALICE MARGARET WEIR

BRIAN ANTHONY VOSS

ROBERT MARTIN CAREY

Andrew Michael Murphy

MICHAEL PHILIP MURPHY

ROBERT BROWNLEE GOOD

STUART RUSSELL BROOKS

GRAHAM WILLIAM NELSON

SCHUYLER B DOMBROSKE

ALLISON ANNE MAJOR

MICHAEL JOSEPH HENNESSY

Matthew Joseph Siegel

SANDRA LYNN SPENCER-FLORCZYK

Micah David Zion Stavenhagen

Within 25 miles of Eaton, NY, Best Investors lists 29 registered investment advisory firms with 57 offices nearby, managing about $6.00T in combined regulatory AUM across 987,114 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 Eaton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM