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Best financial advisors in Geneseo, NY

Registered advisers within 25 miles of Geneseo, NY.

Offices
249
Firms
111
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,678,171 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
HYJC CAPITAL OF WNY
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
OSAIC WEALTH, INC.
GILBERT FINANCIAL, LLC
HONEOYE FALLS CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ALLWORTH FINANCIAL, L.P.
HORIZON FINANCIAL
BLACKRIDGE ASSET MANAGEMENT, LLC

Investors

COLLIN JAMES HAWES
Pamela Jean Rudolph
SHAWN MICHAEL BENEDICT
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
LEA M BANCROFT
CAROLYN ANN PHILLIPS
Paul Calvin Deagle
Leann Hill
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
AUSTIN JAMES GILBERT
John Owen Price
CHRISTOPHER ADAM RAINES
Michael Paul Rager
TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Joseph Fox
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
MARK ERNEST ADAM
Amanda Lyn Heagerty
Donald John Kwarta
Jonathan Frank Blazick
MARK ALAN CONGDON
Michael R. Congdon
KENNETH STEPHEN BLAZICK
BRIAN MATTHEW NOVELLIN
Benjamin Robert Chappell
TIMOTHY ROBERT HAMMOND
CHRISTINA M. HAND

Within 25 miles of Geneseo, NY, Best Investors lists 111 registered investment advisory firms with 249 offices nearby, managing about $11.7T in combined regulatory AUM across 2,678,171 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 Geneseo

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM