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Best financial advisors in Gates, NY

Registered advisers within 25 miles of Gates, NY.

Offices
428
Firms
166
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,119 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
ROCHESTER INVESTMENTS
KEVIN G. CONLON, CPA, PC
CETERA INVESTMENT ADVISERS LLC
GMR ASSOCIATES, INC
LPL FINANCIAL LLC
EDWARD JONES
ONEDIGITAL
AMERIPRISE FINANCIAL SERVICES, LLC
STONE OAK CAPITAL LLC
INDEPENDENT FINANCIAL PARTNERS
STRATOS WEALTH ADVISORS LLC
BOYD CAPITAL

Investors

KRISTIN MARIE HOLBROOK
HILLARY FRANCES BELDUE
DAVID MATTHEW REYNOLDS
JOSEPH S. MURATORE
DIANA S APOSTOLOVA
KEVIN GEORGE CONLON
THOMAS ANTHONY FERRARO
CHRISTOPHER ROBERT VAN AKEN
JAMES PETER MUCHARD
JEFFREY GEORGE MUCHARD
Ryan Jeffrey Muchard
ALEXANDER DAVID JORDAN
STEPHEN JOSEPH GAUDINO
Andrew Biagio Genovese
STEPHEN VINCENT GAUDINO
Thomas Barrett Kasper
Benjamin J Chatham
GEORGE OCHORA OPIRA
Jessica L Robinson
Kelvin Miguel MartinezMontes
THOMAS FRED ZAMIARA
SEAN DAVID PATTON
GABRIEL GEORGE POTTER
Sean Bayne
Rita M Labeta
KARL COLBY KHUNS
DANIEL L COCCIA
ROBIN DALE BLACKMAN
JARRETT KEITH FELTON
Thomas Russell LeRoy
DEVON SEAN NOLAN
JOSEPH AARON BOYD

Within 25 miles of Gates, NY, Best Investors lists 166 registered investment advisory firms with 428 offices nearby, managing about $14.9T in combined regulatory AUM across 3,106,119 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 Gates

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM