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Best financial advisors in Montour Falls, NY

Registered advisers within 25 miles of Montour Falls, NY.

Offices
61
Firms
36
Combined AUM
$8.53T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,456,256 clients when Item 5C has a number
Avg / client
$3.47M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VALICENTI ADVISORY SERVICES INC
JOHN G. ULLMAN & ASSOCIATES, INC
WELLS FARGO CLEARING SERVICES, LLC
TLG ADVISORS, INC.
BURNS MATTESON CAPITAL MANAGEMENT, LLC
BCK PARTNERS, INC.
ROOTED PLANNING GROUP
LAKE ROAD ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALSWORTH CAPITAL MANAGEMENT, LLC
SOCHA FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOSHUA MICHAEL PALMER
Bradley Joseph Sparbanie
LOUIS Felicetta Ruize
JOSEPH MICHAEL VALICENTI
JEFFREY SCOTT NAYLOR
Andrew S Cartwright
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
Shawn Stephen Twigg
JILL MARIE BOYCE
ANDREW CLAYTON SMITH
RICHARD DARRIN WHITE
WILLIAM THOMAS REILLY
Andrew Joseph McFarland
Joseph Earl Rhodes
Katie Clark
Jessica Kelly Titus
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS
SARAH JEAN CREATH
JAMES ALLEN KAFFENBARGER
AMY ELIZABETH IRVINE
KATRINA MARIE WELKER
Rebekah Elizabeth Eason
PAUL VINCENT SYDLANSKY
Hayley Pamela Haslett
RYAN D BARDEN
MARK WILLIAM CORNFIELD
MARCO HICKEY
SHANE MICHAEL ALSWORTH
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy
Mira Hailu Martinez
Matthew Smith
NICHOLAS MATHEW LAPUMA
SABRINA ANN CHILSON
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
PETER VITALE
ROBERT HUGHES AINSLIE
BROOKE A REILLY
CRISTA GEE
MARISSA L CAREY
James Henry Thomforde
STEVEN D HEADRICK
JEREMY MICHAEL DOWNS
Steven E Cox
WILLIAM LOUIS CURRIE
Timothy G Jennings
MICHAEL CHARLES O'BRIEN
ARTHUR M LUSTGARTEN

Within 25 miles of Montour Falls, NY, Best Investors lists 36 registered investment advisory firms with 61 offices nearby, managing about $8.53T in combined regulatory AUM across 2,456,256 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 Montour Falls

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM