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Best financial advisors in Edmeston, NY

Registered advisers within 25 miles of Edmeston, NY.

Offices
22
Firms
17
Combined AUM
$5.53T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,033,973 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
CS PLANNING CORP

Investors

ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER

Within 25 miles of Edmeston, NY, Best Investors lists 17 registered investment advisory firms with 22 offices nearby, managing about $5.53T in combined regulatory AUM across 1,033,973 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 Edmeston

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM