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Best financial advisors in Fairport, NY

Registered advisers within 25 miles of Fairport, NY.

Offices
460
Firms
175
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,129 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

SAGE TREE WEALTH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
O ASSET MANAGEMENT LLC
ROTHROCK FINANCIAL GROUP
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
CLOVER LEAF FINANCIAL LLC
SEAWAY ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DANIEL A MONTE
Robert Arthur Christensen
DONALD R HOYT
GREGORY DAVID FACINELLI
LORI ACE FACINELLI
STEPHEN CALABRESE
RYAN DAVID FACINELLI
JESSICA LYNN MCCARTHY
MICHAEL JOHN TEDDY
Emily Elisabeth Knight
KELLY A WHALEN
Robert C Birch
STEPHEN BRAGG RILEY
JEREMIAH BROOKS HOWARD
EDWARD JAMES BRADFORD
WILLIAM DAVID ROTHROCK
MEGHAN SULLIVAN SCHNEIBLE
KERI ANNE VACANTI
TERRI LYNN TROTTA
Garrett T Shambo
Nicholas Lapp
THOMAS JOSEPH HENDERSON
KEVIN DONALD HENDERSON
KATHRYN ANGELINA ALEXANDRA HIGGINS
MARK THOMAS HIGGINS
THOMAS HAROLD HIGGINS
Kasy Arnold Pechler
Benjamin Hallowell Hintz
KYLE ROBERT DOWNEY
David Jordan Levy
Matthew Baker
MAUREEN ONEILL DOWLING
Christopher Mead Kurowski
Kevin Guarino
Daniel Christian Kelley
JACQUELINE SCHEIBLE
SCOTT E ZAKALIK

Within 25 miles of Fairport, NY, Best Investors lists 175 registered investment advisory firms with 460 offices nearby, managing about $14.9T in combined regulatory AUM across 3,106,129 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 Fairport

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM