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Best financial advisors in North Evans, NY

Registered advisers within 25 miles of North Evans, NY.

Offices
411
Firms
127
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,077,815 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WATERFORD ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SCP MANAGEMENT LLC

Investors

JEFFREY ROBERT VANREMMEN
KENT ALAN HILTON
GREGORY HENRY MERKLE
KRISTINE ANN BUCHBAND
JAMES WINFIELD WILLSON
GREGORY LEONARD KOZERSKI
Daniel Byles-Smith
Ryan Michael DiPasquale
CHRISTINA MARIE MICHALCZAK
MICHAEL D HARMER
Samantha Leigh Thomas
Ryan Clayton Smith
YVONNE RENEE SMITH
JAMES WILDER
Nicholas L Popovec
SCOTT ALAN MCBRIDE
DANIEL SHAWN BLAKE
Justin M LaRosa
TYLER MARK SACCO
Matthew Ryan Wojcik
Jacob Benjamin Wood
CHAU BAO MINH CASILLAS
Dylan Michael Haak
JAMES PATRICK MURPHY
Andrew David Piatek
MARK JOSEPH DIEBOLD
Thomas Shant Yokum
JOSEPH PAT LOSCHIAVO
MICHAEL RICHARD MESSURO
MICHAEL JAMES MCDONALD
BRAD M ARNONE
Alex Cash Dorofy
PHILLIP D. TRONOLONE
GREGORY MICHAEL CROLL
Jeremy John Pyszczynski
CRAIG STEVEN CLARK
Michael James Muffoletto
Robin Lee
NELS CLIFFORD NELSON
JOHN SCOTT BIRKBY
BRYAN SALAS CASTRO
BRYAN JAMES STANISZEWSKI
WILLIAM PETER WAGNER
PETER ANDREW JOHNSON
THOMAS MICHAEL SCHULTZ
LAWRENCE MAURICE KAVANAUGH
JOHN ALLEN JESONOWSKI
DAVID ANTHONY ENO

Within 25 miles of North Evans, NY, Best Investors lists 127 registered investment advisory firms with 411 offices nearby, managing about $12.1T in combined regulatory AUM across 3,077,815 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 North Evans

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM