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Best financial advisors in Fulton, NY

Registered advisers within 25 miles of Fulton, NY.

Offices
165
Firms
67
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.02M
2,016,980 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT

Investors

STANLEY B. WARNER
Nicholas Barnes
DAVID DOMINIC MIRABITO
TIFFANY A HOFF
MICHAEL CHARLES HERHOLTZ
JASON SHANNON
ANDREW JAMES MANGANO
MICHAEL M DELORME
RANDY LEE ZEIGLER
Sean Gardner
Benjamin Ryan
STEVEN ERIC GOTTLIEB
Stanley J Cerlanek
CHRISTIAN TRYGVE-LEE STOUT
Aaron Hausman
Robert A Rolfe
JAMES CAMERON BRANCH CURRIER
CHRISTOPHER NICHOLAS ASSIMON
STEPHEN WISNIEWSKI
DAVID VINCENT EPOLITO
CAMERON BOROWIEC
NATHAN CHARLES KINNE
Morgan Hodinger
PAUL DAVID MYLES
Scott Richard Northrup
Neil Pecka
SEAN R BECKER
Brian Clifford
JEREMY MICHAEL WOOD
DANIEL LEE MICHEL
JULIE LYNN CARR
TINA LOUISE SOLOMON
ANTHONY FISHER
MICHAEL R ADAMS
RUTH BANEGAS
Peter Bertone
TIMOTHY JAY CORDELL

Within 25 miles of Fulton, NY, Best Investors lists 67 registered investment advisory firms with 165 offices nearby, managing about $10.8T in combined regulatory AUM across 2,016,980 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 Fulton

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM