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Best financial advisors in Honeoye, NY

Registered advisers within 25 miles of Honeoye, NY.

Offices
245
Firms
110
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,668,182 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

HYJC CAPITAL OF WNY
VANDERBILT ADVISORY SERVICES
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
SIMCO FINANCIAL
ARKADIOS WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
HONEOYE FALLS CAPITAL LLC
GILBERT FINANCIAL, LLC
LPL FINANCIAL LLC

Investors

JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
ALLEN COHEN
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
Brent James Ascroft
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger
Jered Maloney
WADE ANDREW SARKIS
NATHAN EVERETT VAN BORTEL
RUSSELL JOSEPH BARONE
MARC ANDREW SIMMONS
Jason Michael Mosher
JASON JAMES MOSHER
John Owen Price
CHRISTOPHER ADAM RAINES
DAVID RICHARD STALKER
THOMAS WAYNE KINGSLEY
TIMOTHY JON VEAZEY
Ryan Martin
AUSTIN JAMES GILBERT
COLLIN JAMES HAWES
Pamela Jean Rudolph
Trevor Peter Lacz
Andrew Ward

Within 25 miles of Honeoye, NY, Best Investors lists 110 registered investment advisory firms with 245 offices nearby, managing about $11.7T in combined regulatory AUM across 2,668,182 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 Honeoye

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