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Best financial advisors in Elizabethtown, NY

Registered advisers within 25 miles of Elizabethtown, NY.

Offices
25
Firms
18
Combined AUM
$3.20T
Firm-wide filings, not assets booked only here
Clients
444K
444,277 clients when Item 5C has a number
Avg / client
$7.20M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONE DAY IN JULY LLC
EQUITY SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERCER GLOBAL ADVISORS INC.
ADDISONMANAGEMENT, INC.
M. KRAUS & COMPANY
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
POULOS ADVISORS, INC.
INTRACK INVESTMENT MANAGEMENT, INC.
STAGE 2 PLANNING PARTNERS LLC
EMG
POCHOP FINANCIAL MANAGEMENT, INC.
LPL FINANCIAL LLC

Investors

Aaron Christopher Robertson
WILLIAM FRANK KOSTER
KARINA AVERY TARTE
DREW WILLIAM BROWN
JEFFREY WILLIAM KEYES
DAVID PAUL NEEDHAM
Brian Scott Suraf
NICHOLAS PAUL EELLS
GWYNANNE M BISSONETTE
Christopher Edward Miller
KAILA ELISE KELLEHER
KEVIN MICHAEL BRADY
Brian S Penrose
DENISE MARIE DALTON
TRAVIS BENJAMIN UNGER
KATHERINE HELENE STILL
AILEEN JANE KRAUS
CHRISTOPHER MICHAEL CAPANO
Braden Rob Prentice
TINA M LAGROW
ANTOINE TROY WILLIAMS
KYLE TOMAS ABRAHAMOVICH
BETH ANN WILSON
MATTHEW S SOPHER
MATTHEW D. JOHNSON
BRETT CARTER PELTZER
SANDRA MARIE MAYNARD
CHRISTOPHER ALAN DOUGLASS
TODD ROBERT TOENSING
SCOTT DAVID BALDWIN
JASON SCOTT BROWN
RENE ANN POCHOP
BRYAN STEVEN DESLAURIERS
MEGAN ELIZABETH FLOOD
ERIN LEIGH TRESS
RICHARD WARREN FLOOD
Daniel Garza

Within 25 miles of Elizabethtown, NY, Best Investors lists 18 registered investment advisory firms with 25 offices nearby, managing about $3.20T in combined regulatory AUM across 444,277 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 Elizabethtown

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 7 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 8 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM