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Best financial advisors in Forsyth, NY

Registered advisers within 25 miles of Forsyth, NY.

Offices
92
Firms
43
Combined AUM
$9.86T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,221,146 clients when Item 5C has a number
Avg / client
$8.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
ARKADIOS WEALTH ADVISORS
EQUITABLE ADVISORS, LLC
EVIDENT FINANCIAL
EVANOFF FINANCIAL ADVISORS
NEWEDGE ADVISORS

Investors

Joellen Trexler Nelson
ROBERT MEARLE MARTIN
ROMER MENDEZ
Ethan Taylor Samueloff
Adam Douglas Nelson
Chelsea Alexandra Nelson
Skyler Ozhen Edwards
MARK A STOCKARD
BRANDON JOSEPH ARMELLA
BRADLEY D SCHWAB
BRANDON JOSEPH FRESCH
CHRISTI SUE Cristians
Rebecca Rae Hausmann
SAMUEL NATALE VRENNA
Gary Mark Barnes
David M Garres
Michael R Baer
THOMAS MICHAEL BAER
JEREMY MICHAEL BORRERO
ROGER A BURLINGAME
Joseph Michael Knox
David Michael Cullen
Richard Makowski
HARRY LAWRENCE EVANOFF
Edward Francis Wright
PAUL RAYMOND HAKEL

Within 25 miles of Forsyth, NY, Best Investors lists 43 registered investment advisory firms with 92 offices nearby, managing about $9.86T in combined regulatory AUM across 1,221,146 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 Forsyth

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM