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Best financial advisors in Hart Lot, NY

Registered advisers within 25 miles of Hart Lot, NY.

Offices
237
Firms
91
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,448 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

PINNACLE INVESTMENTS, LLC
LPL FINANCIAL LLC
MARINER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
UPSTATE ADVISORS GROUP
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE AMERIFLEX GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.
GOLDSTRIKE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOSEPH JOHN SAYA
GEORGE HW CHRISTIE
RONALD JAMES CASE
LISA MARIA THURSTON
GERALD JEREMIAH COUGHLIN
Matthew Almeida
JOHN PAUL ENRIGHT
Samuel Capilli
Matthew Graham
Scott Edward Stefanco
Sydney Chalifoux Hopkins
Kelly Scholl
CHAD N GERMAIN
DAVID VINCIGUERRA
MATTHEW JAY GOVENDO
GIOVANNI BONAVENTURA VITALE
SOLOMON MASSEY
DANIEL PETER JEFFERY
RONALD HONGO
DEBRA ROSE DEL NERO
TRACY LYN BUISCH
DIANA LYNNE MCBRIDE
TIMOTHY JAMES SENNETT
JAMES MICHAEL EICHOLZER
HOWARD PAUL MOSKOW
DAVID WILLIAM RUTKOWSKI
LARRY ALLAN DAIGNEAU
MATTHEW DAVID ROOT
J KENNETH MCINERNEY
THOMAS FAVOR BIRD
GREGORY B SABO
CHRISTOPHER JAMES HARRIS
NOBLE CATOR-SZYMANSKI
CHARLES KENNETH PIKE
AUSTIN MARCELLUS MCINTOSH
DONALD EDGAR STOREY
Anthony Cerra
Zackery Guerrero
JEFFREY P FRANCISCO
MARIO ANTHONY RECTOR
JOSEPH F BETHMANN
GENNARO CONCOLINO
ETHAN MONTE DOLCE
Elijah A Weiss

Within 25 miles of Hart Lot, NY, Best Investors lists 91 registered investment advisory firms with 237 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,448 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 Hart Lot

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