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Best financial advisors in Fort Stanwix National Monume, NY

Registered advisers within 25 miles of Fort Stanwix National Monume, NY.

Offices
70
Firms
40
Combined AUM
$8.46T
Firm-wide filings, not assets booked only here
Clients
1.56M
1,564,246 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

BIRCH WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
BELPOINTE ASSET MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
STRATEGIC FINANCIAL SERVICES
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

IRIS LEE BUCZKOWSKI
MAXWELL MOORE
Paige Nashton
RICHARD JAMES PRESKY
MICHELLE LEE SHAUGER
SHAWN E WILLIAMS
Bryan Gifford McCormick
WILLIAM GIFFORD MCCORMICK
STEVEN EUGENE JARVIS
Alexander Gere
JOHN GEORGE SLIFKA
JOSEPH DOMINICK MAZZAFERRO
DAVID MARK WATERS
Gregory Allen Mattacola
Benjamin D Petell
RAYMOND ANTHONY ACOSTA
Joseph A Alnutt
Brianna Morgan Komondor
DANIEL GUY DEBLOIS
MARK DAVID VACCA
STUART RUSSELL BROOKS
DANIEL CLAUDE ORCUTT
ROBERT BROWNLEE GOOD
GRAHAM WILLIAM NELSON
PETER A FRANZ
SCHUYLER B DOMBROSKE
ALLISON ANNE MAJOR
MICHAEL JOSEPH HENNESSY
JAY MICHAEL SCIENZA
DIANE LYNN KINGSLEY
MELISSA ANNE BOWER
ROBERT ALAN DICKS

Within 25 miles of Fort Stanwix National Monume, NY, Best Investors lists 40 registered investment advisory firms with 70 offices nearby, managing about $8.46T in combined regulatory AUM across 1,564,246 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 Fort Stanwix National Monume

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM