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Best financial advisors in Henrietta, NY

Registered advisers within 25 miles of Henrietta, NY.

Offices
449
Firms
169
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,141,776 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
HORIZON FINANCIAL
KEY INVESTMENT SERVICES LLC
WEALTH STRATEGIES & SOLUTIONS, LTD.
FSP ADVISORS, INC.
LEIGH BALDWIN & CO., LLC
EQUITABLE ADVISORS, LLC
VANDERBILT ADVISORY SERVICES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
THE AMERIFLEX GROUP
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RYAN SANZ
GEORGE SHERMAN LARRY
RICHARD BAZYL GRUSZEWSKI
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
Thomas Richard Gervais
Jason R Navolio
ROBERT J BALDES
ALAN BESTERMAN
LUKE T SQUIRES
Robert Daniel Perkins
JULIAN JOAQUIN RUIZ
THOMAS WILLIAM TARKOWSKI
MATTHEW R KEENAN
DANIEL WESLEY BENTZ
RENEE LYNNE ORLANDO
David Lloyd Kendig
Thomas Nolan Bailey
Anthony Michael Bouvy
Katherine kelly Donegan
Joseph Charles Kapfer
STEPHEN MICHAEL ASHE
JEREMY PEDER KROG
DAVID JOEL STOLLER
PHILLIP C SHEEHAN
BRETT R CAROSELLI
KEVIN JOHN SHILTZ
MICHELLE E. DIRENZO
HEATHER R BARNIAK
STEFAN MUOIO
Jacob Richard Yankloski
Haley Lang
Daniel Joseph Barrow
Jessica Petterson
Sean Mallory
Shawn Paylor
Emily Freese Maunz
Jacob Thomas Shea
MICHAEL SAMUEL TORNATORE
MARTIN Esteban PIVA
Michael Edward Lopes
Lucas Donald Yankloski
Vincent Benjamin Calcagno
Jacob D Lana
Christopher T Kenney
Killian Bonnie Mahoney
Carson Charles Crandall
Alexander Michael Goorman
Keara L Hartson
Kaitlin Patt
Jonathan Schooley
Deborah Ann Livingston Smith
Christopher Thomas Andolina
Diana Chowdhury
Raymond George Bauman
Hyesung Jang
Andrew John Van Houten
Joshua Louis Catanese
Joseph Christian Kircher
Angel Ricardo Alvarez
Christopher Michael Harmon
Alex Andrew Lincoln
Cole Weichman
CRAIG ALLEN MAPSTONE
KOEN MICHEL GOORMAN
SHANA LINDSEY RIVERA
Alexander James Mapstone
Michael Jeffery Wayman
Dylan Joseph Stoller
Parker Douglas Wichelmann
Richard Joseph Cantwell
Tyler Thurley Felder
Andrew Toomey
JEFFREY CHRISTIAN MAPSTONE
Henry Walling Smith
Alejandro Bruno
Abigail Renee-Amidon Stevens
Cameron Drew Kohs
Samuel Joseph D'Amico
Todd Everts
William Hewitt Hager
JUSTIN T CORBIN
James Arellano
GUY FRANCIS GUARRERA
Kyle M Witman
ROBERT P MOJSEJ
Nicholas Salvatore Caracci
DAVID GARY YOUNG
MICHAEL JOSEPH LINKEY
TERESA ANN HEMANN
Sierra Rae King
DOMINIC VELARDI
DANIEL WILLIAM DOVAN
ROBERT JOSEPH MEZZIO
VINCENT RUSSELL FASSO
EGBERT EVERT DIRK BOUWMEESTER
MARTIN GARY LAZZARO
LEE VINCENT KERN
LUKE PALMER LANSING
JOHN DAVID CONQUEST
MICHAEL E TRACZ
MORGAN ELAINE WEILER
ELLYN AMELIA SCHAEFER
MARK JAMES FITCH
Shawnnah Sprague
TAYLOR RENE CRYER
Rita M Labeta
Jared Greagan
kyle hulse

Within 25 miles of Henrietta, NY, Best Investors lists 169 registered investment advisory firms with 449 offices nearby, managing about $14.9T in combined regulatory AUM across 3,141,776 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 Henrietta

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