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Best financial advisors in Geneva, NY

Registered advisers within 25 miles of Geneva, NY.

Offices
60
Firms
29
Combined AUM
$7.40T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,605,126 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
O'HAVER WEALTH MANAGEMENT, LLC

Investors

Paul Michael Kato
Joseph C Hayes
Adam Rayburn
Donald Paul Rayburn
DAVID J DERADDO
AMY SARA FORSLIND KANE
JASON GERALD SWARTLEY
PAMELA M TIERNEY
JAMES GORDON DURSO
JOHN BRIAN MCCARTHY
BRIAN DAVID HOPPER
Henry John Sandlas
Gregory F Schmitter
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
Trevor Peter Lacz
Andrew Ward
DAVID RHYS EICHENHOFER
ROBERT THOMAS KOCZENT
William B Henry
Benaiah James Henry
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
JOSEPH TAYLOR O'HAVER

Within 25 miles of Geneva, NY, Best Investors lists 29 registered investment advisory firms with 60 offices nearby, managing about $7.40T in combined regulatory AUM across 1,605,126 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 Geneva

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM