Best Investors Account Sign in

Best financial advisors in Jamesport, NY

Registered advisers within 25 miles of Jamesport, NY.

Offices
155
Firms
72
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,494,920 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

SAYBROOK CAPITAL CORP
J.P. MORGAN SECURITIES LLC
BIG ROCK ADVISORS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
POWDER RIDGE CAPITAL LP
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WILMINGTON CAPITAL SECURITIES, LLC
BALCONY PARTNERS, LLC
B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
Dalton Jude McCarthy
Whalter A Ponce
Tyler Conway
DONALD ANDREW DONNELLY
ANDREW HAWSON
David Terry
Matthew J. Clarke
Edward Wess
ROBERT WILLIAM FORRESTER
DAVID EDWARD ASTORR
JEFFREY MICHAEL BONILLA
LOGAN NATHAN SUGARMAN
CRAIG JAY GREENWALD
MARC LOWLICHT
Peter Bradford Cooper
ERNEST VORPAHL
MARK ANDRE POITRAS
Raymond DiSunno
DAVID ALONZO DISUNNO
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern

Within 25 miles of Jamesport, NY, Best Investors lists 72 registered investment advisory firms with 155 offices nearby, managing about $11.2T in combined regulatory AUM across 2,494,920 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 Jamesport

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM