Best Investors Account Sign in

Best financial advisors in Filer Corners, NY

Registered advisers within 25 miles of Filer Corners, NY.

Offices
19
Firms
13
Combined AUM
$5.36T
Firm-wide filings, not assets booked only here
Clients
868K
867,775 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MORGAN STANLEY
GENEOS WEALTH MANAGEMENT, INC.
EDWARD JONES
&PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NBT CAPITAL MANAGEMENT, INC.
LPL ENTERPRISE, LLC
FUTURE TUNDRA CAPITAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.

Investors

JORDAN M ALGER
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
NEAL KULIN MILLER
KEVIN LEMIER CORKERY
BRENT A PATRY
Zachary Daniel Brown
Kyle Bennett Velte
EDWARD JOHN CURLEY
JODY ANGELLOTTI
John Matthew Cook
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
ROBERT MARTIN CAREY
Timothy R Guinn
PETER VAIL SMITH
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
MATTHEW DAVID CAMPBELL
Christopher Langford
ROSE ANN SMITH
SCOTT ALLEN CURTIS
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones

Within 25 miles of Filer Corners, NY, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $5.36T in combined regulatory AUM across 867,775 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 Filer Corners

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 &PARTNERS 535 advisers $30.3B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM