Best Investors Account Sign in

Best financial advisors in Johnstown, NY

Registered advisers within 25 miles of Johnstown, NY.

Offices
21
Firms
13
Combined AUM
$2.75T
Firm-wide filings, not assets booked only here
Clients
434K
433,506 clients when Item 5C has a number
Avg / client
$6.33M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LIFEMARK SECURITIES CORP.
LINCOLN INVESTMENT
FENIMORE ASSET MANAGEMENT, INC.
KEY INVESTMENT SERVICES LLC

Investors

MICHAEL John PARKER
DONALD FRANK STANYON
SUSAN TODD MALLERY
BRANDIE MULLIGAN
JOHN PETER WASHBURN
RONALD MARK OLINSKY
STEFFEN C HELLERT
ANDREW J COOK
BRETT MCCUE
AMANDA FRASIER SKOTARCZAK
WILLIAM WINSMAN
GARY JOSEPH GRECO
ROBERT EDWARD WAITE
LINDA ELIZABETH KESSLER
JENNY ANN RULISON-FISCH
RICHARD JEFFERY ANTHONY
Ryan Olsen
DAVID PAUL OLSEN
Zachary Bowerman
DAVID CARL VANMETER
GERARD JOSEPH COLISTRA
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
NERISSA HANLEY
JONATHAN ANDREW FREDERICKS
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
CATHY L CRISTMAN
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
Emma Rose VanGorder
Katelyn Elizabeth Sager

Within 25 miles of Johnstown, NY, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $2.75T in combined regulatory AUM across 433,506 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 Johnstown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM