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Best financial advisors in Hobart, NY

Registered advisers within 25 miles of Hobart, NY.

Offices
11
Firms
8
Combined AUM
$4.52T
Firm-wide filings, not assets booked only here
Clients
661K
660,782 clients when Item 5C has a number
Avg / client
$6.84M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
JTM WEALTH MANAGEMENT, INC.
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
MORGAN STANLEY

Investors

PETER BART POCHILY
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
John Matthew Cook
EDWARD JOHN CURLEY
JODY ANGELLOTTI
JOHN THOMAS MOSS
GEORGE STEVE TELLES
Zachary Daniel Brown
Kyle Bennett Velte
BRENT A PATRY
KEVIN LEMIER CORKERY
NEAL KULIN MILLER
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager

Within 25 miles of Hobart, NY, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $4.52T in combined regulatory AUM across 660,782 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 Hobart

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 &PARTNERS 535 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM 8 JTM WEALTH MANAGEMENT, INC. 6 clients · 1 advisers $24.9M AUM