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Best financial advisors in Marietta, NY

Registered advisers within 25 miles of Marietta, NY.

Offices
245
Firms
93
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,405 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
ARMORY SQUARE VENTURES MANAGER, LLC
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MARCELLUS CAPITAL MANAGEMENT, LLC
DJPUFF ADVISORS GROUP, INC.
GWN SECURITIES INC.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL PARTNERS
TLG ADVISORS, INC.
NEWMAN LADD CAPITAL ADVISORS, LLC.

Investors

R. MICHAEL RIENHARDT
RANDY D CORL
BENJAMIN PIERCE STROH
Rowena Ilag-Ferguson
HEATHER LEE SULLIVAN
PAUL F TORRISI
PAUL GREGORY DERRICK
Caitlin Davies Campbell
DANA SUZANNE DERRICK
JEFFREY D MORO
Samuel J Vasile
JAMES MONTGOMERY GREGG
RANDALL JAY POWERS
Nicolette M Fiermonte
David Gerard Powers
Patrick Dylan Buckley
FREDERICK CHARLES SHIBEL
DANIEL WILLIAM WRIGHT
Jessica Beatriz Jimenez Wharton
DWIGHT WILLIAM WINKELMAN
ADRIAN W SHUTE
Jordan Hamilton
Brandon Michael Mimas-Weeks
DOUGLAS EDGAR HILL
JEFFREY JOSEPH LAMARCA
SARAH LOUISE PUFF
DONALD JOHN PUFF
ANDREW ANTHONY CAMBRIA
DANIEL PATRICK DUFFY
JANNA MARIE CONNOLLY
MICHAEL FREEMAN SHERIDAN
MATTHEW JOSEPH PFEIFFER
ALBINA BALKIC
James D Keller
CHRISTOPHER WAYNE BRUNA
ROBERT GOODHILL ROOD
James Vincent Connell
Jack Austin Irwin
ANDREW T MOEN

Within 25 miles of Marietta, NY, Best Investors lists 93 registered investment advisory firms with 245 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,405 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 Marietta

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM