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Best financial advisors in Jacksonville, NY

Registered advisers within 25 miles of Jacksonville, NY.

Offices
44
Firms
25
Combined AUM
$6.84T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,480,675 clients when Item 5C has a number
Avg / client
$2.76M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CORNELL POCHILY INVESTMENT ADVISORS, INC.
LPL FINANCIAL LLC
&PARTNERS
ANCHOR CAPITAL MANAGEMENT, LLC
CHLOE CAPITAL MANAGER, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
FINGERLAKES WEALTH MANAGEMENT, INC.
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
EQUITABLE ADVISORS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

SCOTT F HURLBUT
MANDA ADELE LEWIS
Michael Steven Strong
LUCAS C HERRINGTON
COLTON EDWARD HERRINGTON
KYLE EDWARD HERRINGTON
RORDAN LEE HART
ANTHONY LAWRENCE LUBRINO
TAMMY JEAN KORPIPERKINS
CHRISTOPHER LUBRINO
SHARA GOLDBERG BARR
JOSEPH MICHAEL GUCCIONE
SHANE PATRICK O'NEILL
MOLLY ERIN O'NEILL
NELSON BRADFORD MEAD
Matthew C Stoutenburg
EZRA CORNELL
FRANK JOSEPH TORELLI
CLARISSA LEE COOMBS
KEVIN LABOURDETTE
DAVID JAMES LABOURDETTE
RACHEL MARIE WHITTAKER
ANNE CHRISTINE CHERNISH
Celine Oh
STEPHEN A WESTON
Jess William Esposito
Zachariah Abraham Clark
ARTHUR M LUSTGARTEN
PARKER JOSEPH STONE
MELISSA S. VANDERHOOF
SUSAN DEVITT MCCORMICK
KSENIA DMITRIEVNA TRIKOZ
MARSHALL MCCORMICK
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
PETER VITALE
KEVIN WALTER SHREVE
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK

Within 25 miles of Jacksonville, NY, Best Investors lists 25 registered investment advisory firms with 44 offices nearby, managing about $6.84T in combined regulatory AUM across 2,480,675 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 Jacksonville

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