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Best financial advisors in Horseheads, NY

Registered advisers within 25 miles of Horseheads, NY.

Offices
57
Firms
36
Combined AUM
$8.29T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,400,370 clients when Item 5C has a number
Avg / client
$3.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
JOHN G. ULLMAN & ASSOCIATES, INC
VANDERBILT ADVISORY SERVICES
MORGAN STANLEY
THE MUSTICO FINANCIAL GROUP, INC.
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
TLG ADVISORS, INC.
VALICENTI ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SOCHA FINANCIAL GROUP, LLC
BURNS MATTESON CAPITAL MANAGEMENT, LLC

Investors

PAUL MATTHEW SYPHER
CHRISTOPHER WILLIAM SAUNDERS
JOHN CARL NOLT
AMANDA LEE HERRICK SMITH
DARREN LEE WILCOX
TODD A BROST
Jakob Parker Brost
Jase Hollenbeck Merrill
Susan Lynn Ford
Lynda Jean Lander
JUDITH ANN PALUMBO
KATHRYN WRIGHT GERWIG
JASON DANIEL NICKERSON
PETER JAMES WINNETT
Shawn Stephen Twigg
Sarah Emily Johanna Collier
Lisa Anne Caracci
Daniel Aaron Coakwell
Alexander T Chacho
Logan Joshua Dibble
Joseph Thomas Ashton
Jonathan Michael Lerche
LYNN CHRISTINE WILLIAMS
RUSSELL M BANCROFT
Noah Quintin Hunkele
RICHARD LLOYD GOLDMAN
PETER PAUL MCEVOY
JOHN MATTHEW PRINCIOTTO
MICHAEL WILLIAM MUSTICO
DAMIEN ANDREW MUSTICO
Xavier Raymond Mustico
Elizabeth Grace Mustico
JAY PATRICK SULLIVAN
HEATHER M WILBUR
LOUIS C TABONE
JILL MARIE BOYCE
ANDREW CLAYTON SMITH
RICHARD DARRIN WHITE
WILLIAM THOMAS REILLY
JOSHUA MICHAEL PALMER
Bradley Joseph Sparbanie
Andrew Joseph McFarland
Joseph Earl Rhodes
Katie Clark
Jessica Kelly Titus
LOUIS Felicetta Ruize
JOSEPH MICHAEL VALICENTI
JEFFREY SCOTT NAYLOR
Andrew S Cartwright
Debra Jean Butters
JOHN HUDSON BRAND
PETER STUART SCHWEIZER
Noah Kravitz
JONATHAN LORNE KRAVITZ
Bryan Patrick Gilbert
JOSEPH METRO TOPICHAK
Erin Reeve Shawkey
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS

Within 25 miles of Horseheads, NY, Best Investors lists 36 registered investment advisory firms with 57 offices nearby, managing about $8.29T in combined regulatory AUM across 2,400,370 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 Horseheads

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM