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Best financial advisors in N Syracuse, NY

Registered advisers within 25 miles of N Syracuse, NY.

Offices
236
Firms
90
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,372 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
UPSTATE ADVISORS GROUP
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
GOLDSTRIKE CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
BANKERS LIFE ADVISORY SERVICES, INC.
MPM ADVISORS GROUP LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

RONALD HONGO
DAVID VINCIGUERRA
MATTHEW JAY GOVENDO
GIOVANNI BONAVENTURA VITALE
CHAD N GERMAIN
CHARLES KENNETH PIKE
DONALD EDGAR STOREY
Anthony Cerra
GENNARO CONCOLINO
ETHAN MONTE DOLCE
Matthew Graham
Elijah A Weiss
JOHN PAUL ENRIGHT
Samuel Capilli
Zackery Guerrero
JEFFREY P FRANCISCO
MARIO ANTHONY RECTOR
JOSEPH F BETHMANN
Stephen Rockhill
ANDRES CANO
DAVID ELSON PALMITER
Evan P Ryan
SOLOMON MASSEY
Daniel M Tivnan
CHRISTOPHER NICHOLAS ASSIMON
MICHAEL MASSOUD
NICHOLAS CONSTANTINE DUSCKAS
Brynner JW Holland
Susan Izyk
Kristopher Wadsworth
Mark Andrew Banac
MATTHEW CORY MONROE
JOHN DALLAS MAHSHIE
MARK JONATHAN MAHSHIE
PETER SCHNEIDER

Within 25 miles of N Syracuse, NY, Best Investors lists 90 registered investment advisory firms with 236 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,372 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 N Syracuse

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