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Best financial advisors in Irondequoit, NY

Registered advisers within 25 miles of Irondequoit, NY.

Offices
448
Firms
168
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,129 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
KINGSWOOD WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
ENGLESON & ASSOCIATES
LPL FINANCIAL LLC
CAPITOL SECURITIES MANAGEMENT, INC.
LAYLINE ADVISORS
ICONOCLASTIC CAPITAL MANAGEMENT LLC
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
SILVER OAK SECURITIES, INCORPORATED
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PETER SUNGKEE PARK
Sean Daniel Davern
Justin Yokajty
William Michael Crandall
STEPHEN M DIGENNARO
MATTHEW DAVID BENNAGE
Alexa Ann Glanzel
Daniel Jeremiah Ortiz
TIMOTHY ALLEN WELLER
MARK DILLON FLAHERTY
Robert William Nestrick
Carla Marie Morris
KARL COLBY KHUNS
JONATHAN MICHAEL VALERIE
JASON JOHN DUGA
ALEXANDRA STORKE
Aidan C Bowerman
SALVATORE DICIACCIO
DAVID EDWARD DANGLER
Lawrence J Kasinowski
DONALD B BROWN
ASHLEY C GILFUS
JEFFREY LEONARD BRIGGS
GEORGIOS MANOU
Morgan R Allen
MARK CARL WYAND
Matthew C Lechner
Charles Edward Ruff
CHRISTOPHER JON HAIGH
Jack Lee Hills
Gene Francis Thompson
DAVID JOSEPH PERROTTO
David Alexander Arthur Dupuis
PATRICE AILEEN LANCELOT
MARK SAMUEL SANTELLI
ROBERT C HAYES
Dylan Thomas Shaw
Jerry Neil Hefley
KEITH EDWARD CONDEMI
JAMES JOSEPH REHAK
Ryan Thomas Miller
JAMES CHARLES TRAYLOR
JAMIE LEE ABBOTT
JOHN CLINTON BRANDT
DALE A NOWER
DANIEL EAMON DRISCOLL
ROHINI DALIYA
CHRISTOPHER MICHAEL COREA
MARK WAYNE STONE
KATHRYN RAYMO CASTRO
Kaden Helmer

Within 25 miles of Irondequoit, NY, Best Investors lists 168 registered investment advisory firms with 448 offices nearby, managing about $14.9T in combined regulatory AUM across 3,106,129 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 Irondequoit

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