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Best financial advisors in Fivemile Point, NY

Registered advisers within 25 miles of Fivemile Point, NY.

Offices
66
Firms
29
Combined AUM
$8.66T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,174,487 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VICUS CAPITAL, INC.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
S.E.E.D. PLANNING GROUP, LLC
THE ROBERT J. WILKES PLANNING FORUM
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP

Investors

RAYMOND MICHAEL SARAVITZ
RICHARD W LEET
STEPHEN SELTZER
JOANNE ELIZABETH JOHNSON
JOSEPH FRANCIS GARBARINO
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi
ROBERT JAMES WILKES
MARTIN DEYO LAWSON
ERIN CATHERINE BRADY
LISA ROSE ANDERSON
Joseph P Brady
EDWARD PETER YETSKO
Brianna Leah Sternkopf
Maria Wilhelm
Glenn C Gaydorus
J S FREEMAN
MATTHEW THOMAS WASSER
PATRICIA L PAPPAS-O'DAY
KAY ROZELLE MATHIAS
ROBERT W GARBADE
Alexis M George
James S Freeman
Joseph PETER Zuber
ANDREA BEDOSKY
WILLIAM EMMONS
MARY BETH DEPALMO GEORGE
ARMOND RICHARD GEORGE
KEVIN JAMES DUKE
JOHN FARRELL BORDAGES
MICHAEL R COSTANTINO
Austin Simon
LISA C PHILLIPS
TROY G SEBECK
Payton L Villecco
ERIC CREVELING
LORETTA M MACGARGLE
DONALD F EURILLO
DIANE MARIE LEARD
KATHLEEN ANN NEIL
JOHN RAYMOND MOSES
FREDERICK GENE COSTANTINO
D. MARK MACGARGLE
NICHOLAS PETER MILLARD
RONALD DAVID WILLIAMSON
KEVIN OWEN EKSTROM
JEFFREY GLENN THATCHER
MARCENE L DEPEW
LEO GERALD O'CONNOR
Cameron George Fedish
Candace Sue Chapman
LEO GERALD O'CONNOR
LOUIS RONALD PANIGROSSO
DEREK John RUSSELL
FREDERICK CHARLES RUSSELL
John David Karluk
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
LOUIS ANTHONY GUZZETTA
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC

Within 25 miles of Fivemile Point, NY, Best Investors lists 29 registered investment advisory firms with 66 offices nearby, managing about $8.66T in combined regulatory AUM across 1,174,487 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 Fivemile Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM