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Best financial advisors in North Wilmurt, NY

Registered advisers within 25 miles of North Wilmurt, NY.

Offices
65
Firms
36
Combined AUM
$6.76T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,191,259 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
STRATEGIC FINANCIAL SERVICES
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
ADIRONDACK FINANCIAL SERVICES CORP
BIRCH WEALTH MANAGEMENT
BELPOINTE ASSET MANAGEMENT LLC

Investors

JEFFREY HAZARD
RICHARD F HAZARD
Brianna Morgan Komondor
RAYMOND ANTHONY ACOSTA
Joseph A Alnutt
Gregory Allen Mattacola
Benjamin D Petell
Alexander Gere
DANIEL GUY DEBLOIS
MARK DAVID VACCA
David Andrew Huhtala
JOHN GEORGE SLIFKA
JOSEPH DOMINICK MAZZAFERRO
DAVID MARK WATERS
STEVEN EUGENE JARVIS
DANIEL CLAUDE ORCUTT
ASHLEY L KINNEY
JAY MICHAEL SCIENZA
DIANE LYNN KINGSLEY
MICHELLE LEE SHAUGER
SHAWN E WILLIAMS
WILLIAM FOX LOCKE
JOHN J CLARK
FRANCES J PARENT
IRIS LEE BUCZKOWSKI
MAXWELL MOORE
Paige Nashton
RICHARD JAMES PRESKY
Bryan Gifford McCormick
WILLIAM GIFFORD MCCORMICK
MARK DONALD FORESTI

Within 25 miles of North Wilmurt, NY, Best Investors lists 36 registered investment advisory firms with 65 offices nearby, managing about $6.76T in combined regulatory AUM across 1,191,259 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 Wilmurt

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM