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Best financial advisors in Moravia, NY

Registered advisers within 25 miles of Moravia, NY.

Offices
142
Firms
63
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,650,928 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRAGMATIC ADVISORS, LLC
ARMORY SQUARE VENTURES MANAGER, LLC
MARCELLUS CAPITAL MANAGEMENT, LLC
MORGAN STANLEY
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
GENESEE CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Robert Wade Landis
Logan Levi Welch Crandall
JEFFREY JOSEPH LAMARCA
PAUL F TORRISI
PAUL GREGORY DERRICK
Caitlin Davies Campbell
DANA SUZANNE DERRICK
JEFFREY D MORO
Samuel J Vasile
Tyler Jacob Krowiak
R. MICHAEL RIENHARDT
RANDY D CORL
BENJAMIN PIERCE STROH
Rowena Ilag-Ferguson
HEATHER LEE SULLIVAN
Jessica Beatriz Jimenez Wharton
DWIGHT WILLIAM WINKELMAN
JAMES MONTGOMERY GREGG
RANDALL JAY POWERS
Nicolette M Fiermonte
David Gerard Powers
Patrick Dylan Buckley
FREDERICK CHARLES SHIBEL
DANIEL WILLIAM WRIGHT
DOUGLAS EDGAR HILL
KIMBERLY HELEN CAWLEY
BRET ALEXANDER HARTMAN
Michael David Foster
RYAN WINFIELD PINE
MICHAEL CHRISTOPHER HEARN
ERIC HOWARD SCHNEIDER
Jason Donald Cicioni
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
EARL E PHILLIPS
JAMES PASQUALE NUNCIATO
CHARLES J SHAW
GILLIAN ELIZABETH DIMORA
Laurence Gerard Claudia

Within 25 miles of Moravia, NY, Best Investors lists 63 registered investment advisory firms with 142 offices nearby, managing about $10.5T in combined regulatory AUM across 2,650,928 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 Moravia

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