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Best financial advisors in Mumford, NY

Registered advisers within 25 miles of Mumford, NY.

Offices
428
Firms
162
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,022,019 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

CORE ALPHA, INC.
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
GMR ASSOCIATES, INC
EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL ENTERPRISE, LLC
VANDERBILT ADVISORY SERVICES

Investors

Sean Patrick Collins
SCOTT JOHN ZOLLO
Robert David Brown
ISABELLA TESS FOLTYNIAK
CALVIN JOHN KLEMMER
Michael JOHN Grammatico
John J Riter
MICHAEL ANDREW ANDERSON
Emily LOUISE Marling
OLIVIA ROGERS
CHRISTOPHER CHARLES WHITE
Steven Paul Tufts
Brad B Morgan
Jason R Navolio
CHRISTOPHER CARL LEONARDI
DANIEL L COCCIA
ROBIN DALE BLACKMAN
Lee L Mulcahy
MARK EARL WOODWARD
Holden Thomas Borrelli
JUDY ANN THOMPSON
MARC A STALEY
Cara Elizabeth Welling
Nicholas Salvatore Caracci
CHRISTOPHER ROBERT VAN AKEN
ANTHONY VINCENT MANCUSO
Angel Palacios
Dylan Joy
David W Hall
Michael Robert Marsh
JON N WAGGONER
EDWARD LISOWSKI
COLLIN JAMES HAWES
Pamela Jean Rudolph
Michael Battaglia
SHARI LYNN SALIM
DAVID JOHN ZAUNER
RYAN SANZ
JUSTIN T CORBIN
James Arellano

Within 25 miles of Mumford, NY, Best Investors lists 162 registered investment advisory firms with 428 offices nearby, managing about $14.9T in combined regulatory AUM across 3,022,019 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 Mumford

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