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Best financial advisors in Jordanville, NY

Registered advisers within 25 miles of Jordanville, NY.

Offices
50
Firms
35
Combined AUM
$6.76T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,191,781 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

LIFEMARK SECURITIES CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
ADIRONDACK FINANCIAL SERVICES CORP
EQUITABLE ADVISORS, LLC
JC MIANO INVESTMENT ADVISORY SERVICE
QUARTZ PARTNERS INVESTMENT MANAGEMENT
EAGLE STRATEGIES LLC
CS PLANNING CORP

Investors

CATHY L CRISTMAN
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
DEREK A MEKA
AUSTIN VANDERHOOF
NERISSA HANLEY
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
JONATHAN ANDREW FREDERICKS
Zachary Bowerman
DAVID CARL VANMETER
SCOTT ALLEN CURTIS
CHRISTINE MARIE VANMETER
David Andrew Huhtala
ASHLEY L KINNEY
WILLIAM FOX LOCKE
JOHN J CLARK
FRANCES J PARENT
ADAM KARIM AYOUCH
LAWRENCE ELTON MANTLE
JOSEPH ALBERT LEO
JAMES PATRICK CHASE
CRAIG DOYLE NELSON
KYLE RICHARD STRIFE
MARK DONALD FORESTI
Charles Gregory Burmaster
CHARLES WILLIAM BURMASTER
CHARLES VINCENT BATSON

Within 25 miles of Jordanville, NY, Best Investors lists 35 registered investment advisory firms with 50 offices nearby, managing about $6.76T in combined regulatory AUM across 1,191,781 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 Jordanville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM