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Best financial advisors in Palmyra, NY

Registered advisers within 25 miles of Palmyra, NY.

Offices
419
Firms
165
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,105,812 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
O'HAVER WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSPARENT WEALTH CONSULTING LLC
EVER GREEN WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
ROTHROCK FINANCIAL GROUP
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

CHRISTOPHER LEE SANTELLI
MARY ELIZABETH ROBERTSON
MICHELE RENE WILCK
DEVON CALDWELL LITTLEFIELD
Marc Kreuser
BRUCE WILLIAM BOWMAN
JOSEPH TAYLOR O'HAVER
PASQUALE REALE
ANNA MARIE GARDNER
JOHN BRIAN MCCARTHY
David Gary Green
Randal Karl Engelbrecht
BRUCE G. CHARLETON
Emily J Mangus
COURTENAY AUGUSTA CATALFAMO
Sydney Charleton
DANIEL J CUSATO
WILLIAM DAVID ROTHROCK
MEGHAN SULLIVAN SCHNEIBLE
KERI ANNE VACANTI
TERRI LYNN TROTTA
Garrett T Shambo
Nicholas Lapp
THOMAS JOSEPH HENDERSON
KEVIN DONALD HENDERSON
KATHRYN ANGELINA ALEXANDRA HIGGINS
MARK THOMAS HIGGINS
THOMAS HAROLD HIGGINS
LOUIS GEORGE GIULIANO
Kasy Arnold Pechler
Benjamin Hallowell Hintz
KYLE ROBERT DOWNEY

Within 25 miles of Palmyra, NY, Best Investors lists 165 registered investment advisory firms with 419 offices nearby, managing about $14.9T in combined regulatory AUM across 3,105,812 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 Palmyra

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