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Best financial advisors in Macedon, NY

Registered advisers within 25 miles of Macedon, NY.

Offices
451
Firms
169
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,139 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ROTHROCK FINANCIAL GROUP
EQUITY SERVICES, INC.
SAGE TREE WEALTH
LINCOLN INVESTMENT
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
O ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC

Investors

PASQUALE REALE
ANNA MARIE GARDNER
WILLIAM DAVID ROTHROCK
JESSICA LYNN MCCARTHY
MICHAEL JOHN TEDDY
DANIEL A MONTE
Robert Arthur Christensen
MEGHAN SULLIVAN SCHNEIBLE
KERI ANNE VACANTI
TERRI LYNN TROTTA
Garrett T Shambo
Nicholas Lapp
Emily Elisabeth Knight
KELLY A WHALEN
Robert C Birch
STEPHEN BRAGG RILEY
DONALD R HOYT
GREGORY DAVID FACINELLI
LORI ACE FACINELLI
STEPHEN CALABRESE
RYAN DAVID FACINELLI
EDWARD JAMES BRADFORD
JEREMIAH BROOKS HOWARD
THOMAS JOSEPH HENDERSON
KEVIN DONALD HENDERSON
KATHRYN ANGELINA ALEXANDRA HIGGINS
MARK THOMAS HIGGINS
THOMAS HAROLD HIGGINS
Kasy Arnold Pechler
Benjamin Hallowell Hintz
KYLE ROBERT DOWNEY
Matthew Baker
David Jordan Levy
MAUREEN ONEILL DOWLING
Christopher Mead Kurowski
CHRISTOPHER LEE SANTELLI
Peter G. Valade

Within 25 miles of Macedon, NY, Best Investors lists 169 registered investment advisory firms with 451 offices nearby, managing about $14.9T in combined regulatory AUM across 3,106,139 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 Macedon

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM