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Best financial advisors in Fishs Eddy, NY

Registered advisers within 25 miles of Fishs Eddy, NY.

Offices
3
Firms
3
Combined AUM
$24.8B
Firm-wide filings, not assets booked only here
Clients
316
316 clients when Item 5C has a number
Avg / client
$78.5M
Combined AUM ÷ clients

Nearby offices

Firms

VICUS CAPITAL, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

AARON MARK SODEN
CRAIG DALE CRUMP
ALAN BURT GOODMAN
Samantha Loughlin

Within 25 miles of Fishs Eddy, NY, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $24.8B in combined regulatory AUM across 316 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 Fishs Eddy

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

1 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 2 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 3 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM