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Best financial advisors in Ithaca, NY

Registered advisers within 25 miles of Ithaca, NY.

Offices
49
Firms
30
Combined AUM
$6.64T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,489,244 clients when Item 5C has a number
Avg / client
$2.67M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
MERRYFIELD BARNES, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
MORGAN STANLEY
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FINGERLAKES WEALTH MANAGEMENT, INC.
ANCHOR CAPITAL MANAGEMENT, LLC
CHLOE CAPITAL MANAGER, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
EQUITABLE ADVISORS, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLC

Investors

RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
PETER VITALE
Daniel Harter
CHARLES WHITNEY BARNES
PETER DAVID GEORGE
JOHN FRANCIS FABRIZIO
PARKER JOSEPH STONE
ROBERT HUGHES AINSLIE
BROOKE A REILLY
CRISTA GEE
MARISSA L CAREY
James Henry Thomforde
STEVEN D HEADRICK
JEREMY MICHAEL DOWNS
Steven E Cox
WILLIAM LOUIS CURRIE
Timothy G Jennings
RAYMOND M O'BANNION
Nathan Melfi
JOHN MICHAEL CORSI
ARTHUR M LUSTGARTEN
MELISSA S. VANDERHOOF
SUSAN DEVITT MCCORMICK
KSENIA DMITRIEVNA TRIKOZ
MARSHALL MCCORMICK
ANNE CHRISTINE CHERNISH
KRIS T YELVERTON
Jess William Esposito
KEVIN WALTER SHREVE
Zachariah Abraham Clark
STEPHEN A WESTON
Kevin Peter Tarnovski
ANGELA MARIE ONEILL
PAUL ALEXANDER STREBEL

Within 25 miles of Ithaca, NY, Best Investors lists 30 registered investment advisory firms with 49 offices nearby, managing about $6.64T in combined regulatory AUM across 2,489,244 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 Ithaca

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM