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Best financial advisors in Johnson City, NY

Registered advisers within 25 miles of Johnson City, NY.

Offices
69
Firms
33
Combined AUM
$8.89T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,174,511 clients when Item 5C has a number
Avg / client
$7.57M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
TRG CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
EAGLE STRATEGIES LLC
VOSS WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
ASHTON THOMAS SECURITIES, LLC

Investors

HOWARD CHRISTOPHER PALMER
ANNETTE LOUISE CONNORS
NORMAN CURTIS BUTTON
CYNTHIA MARIE STOGRAN
KEVIN MICHAEL COUGHLIN
CHRISTOPHER MICHAEL CURRY
JOSEPH MICHAEL CHESNA
GRADY KANE COUGHLIN
MARK WILLIAM SAROKA
GEORGE JOHN GERNER
KEVIN BRADY WITMER
MATTHEW TIMOTHY MEAGHER
FRANK ERHARD KRAMER
Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
JOHN MICHAEL PAULIN
CARY TODD POSNER
AMY LYNN SMITH
Ronald C Ciotoli
ROBERT STEVEN KLINE
THOMAS MICHAEL SUROWKA
JAMES HARRY MARSHALL
FAITH L SIGLER
BRIAN ANTHONY VOSS
DAVID JOSEPH POWELL
Alyssa Jordan Clark
CAITLIN ANNE KUHNEN
JEFFREY GLENN THATCHER
KEVIN EDWIN PORTER
CHRISTA RAENNE PERRY
RACHAEL ASHLEY KETTLE
JEFFREY PATRICK RICCHIUTI
DAVID CHRISTOPHER ROCHE
BRIAN MATTHEW TETA
RUSSELL E. DIZER
JILL RENEE CHAPMAN
Benjamin Thomas Herrick
CHRISTOPHER YURKO
Kent E Sisco
EMIL JOSEPH BIELECKI
MATTHEW BRUCE ADLER
Ryken George Ruuspakka

Within 25 miles of Johnson City, NY, Best Investors lists 33 registered investment advisory firms with 69 offices nearby, managing about $8.89T in combined regulatory AUM across 1,174,511 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 Johnson City

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 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