Best financial advisors in Oswego, NY

Registered advisers within 25 miles of Oswego, NY.

Offices

32

Firms

17

Combined AUM

$4.05T

Firm-wide filings, not assets booked only here

Clients

1.12M

1,115,360 clients when Item 5C has a number

Avg / client

$3.63M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

94 EAST BRIDGE STREET
OSWEGO, NY 13126

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

131 Tallman Street
Oswego, NY 13126

OSAIC WEALTH, INC.

35 E 1ST STREET
OSWEGO, NY 13126

EDWARD JONES

106 WEST SECOND STREET
OSWEGO, NY 13126

AMERIPRISE FINANCIAL SERVICES, LLC

97 W UTICA STREET
OSWEGO, NY 13126

LPL FINANCIAL LLC

11 FOURTH AVE SUITE 1
OSWEGO, NY 13126

COMMONWEALTH FINANCIAL NETWORK

7824 State Route 104
Oswego, NY 13126

CETERA INVESTMENT ADVISERS LLC

1001 SOUTH FIRST STREET OFFICE NO. 5
FULTON, NY 13069

MML INVESTORS SERVICES, LLC

909 West 1st Street South Suite B
Fulton, NY 13069

LPL FINANCIAL LLC

343 CHURCH ST
HANNIBAL, NY 13074

10.2 miles away

EQUITABLE ADVISORS, LLC

3386 MAIN STREET
MEXICO, NY 13114

11.2 miles away

KEY INVESTMENT SERVICES LLC

3283 Main St.
Mexico, NY 13114

11.5 miles away

PFS INVESTMENTS INC.

3276 MAIN ST
MEXICO, NY 13114

11.5 miles away

PFS INVESTMENTS INC.

3276 MAIN ST. STE A
MEXICO, NY 13114

11.5 miles away

EDWARD JONES

4890 N Jefferson Street
Pulaski, NY 13142

18.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

537 S Main St
Central Square, NY 13036

19.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

52 Oswego St Suite 1
Baldwinsville, NY 13027

20.3 miles away

LINCOLN INVESTMENT

32 OSWEGO ST.
BALDWINSVILLE, NY 13027

20.4 miles away

CETERA INVESTMENT ADVISERS LLC

63 E GENESEE ST
BALDWINSVILLE, NY 13027

20.4 miles away

PFS INVESTMENTS INC.

12 OSWEGO ST STE 101
BALDWINSVILLE, NY 13027

20.4 miles away

Firms

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LINCOLN INVESTMENT

Investors

STEVEN ERIC GOTTLIEB

MICHAEL M DELORME

Stanley J Cerlanek

RANDY LEE ZEIGLER

JAMES CAMERON BRANCH CURRIER

CHRISTOPHER NICHOLAS ASSIMON

CHRISTIAN TRYGVE-LEE STOUT

STANLEY B. WARNER

Nicholas Barnes

DAVID DOMINIC MIRABITO

MICHAEL CHARLES HERHOLTZ

ANDREW JAMES MANGANO

STEPHEN WISNIEWSKI

DAVID VINCENT EPOLITO

CAMERON BOROWIEC

NATHAN CHARLES KINNE

Morgan Hodinger

PAUL DAVID MYLES

Rochelle Peabody

TIMOTHY JAY CORDELL

Scott Richard Northrup

DANIEL LEE MICHEL

JULIE LYNN CARR

JEREMY MICHAEL WOOD

TINA LOUISE SOLOMON

MICHAEL R ADAMS

Within 25 miles of Oswego, NY, Best Investors lists 17 registered investment advisory firms with 32 offices nearby, managing about $4.05T in combined regulatory AUM across 1,115,360 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 Oswego

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM