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Best financial advisors in Marathon, NY

Registered advisers within 25 miles of Marathon, NY.

Offices
67
Firms
31
Combined AUM
$6.94T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,499,222 clients when Item 5C has a number
Avg / client
$2.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRAGMATIC ADVISORS, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORNELL POCHILY INVESTMENT ADVISORS, INC.

Investors

Adam Bruculere
Laurence Gerard Claudia
JAMES PASQUALE NUNCIATO
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
Jason Donald Cicioni
ERIC HOWARD SCHNEIDER
KAHLIL ADAMES
BRET ALEXANDER HARTMAN
Michael David Foster
KIMBERLY HELEN CAWLEY
Logan Levi Welch Crandall
Tyler Jacob Krowiak
Kevin Lee Cooper
Kevin Peter Tarnovski
ANGELA MARIE ONEILL
PAUL ALEXANDER STREBEL
KEVIN WALTER SHREVE
Zachariah Abraham Clark
Jess William Esposito
STEPHEN A WESTON
Celine Oh
FRANK JOSEPH TORELLI
SHANE PATRICK O'NEILL
MOLLY ERIN O'NEILL
NELSON BRADFORD MEAD
Matthew C Stoutenburg
EZRA CORNELL

Within 25 miles of Marathon, NY, Best Investors lists 31 registered investment advisory firms with 67 offices nearby, managing about $6.94T in combined regulatory AUM across 2,499,222 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 Marathon

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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