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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

LIFEMARK SECURITIES CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
MODERN WEALTH MANAGEMENT, LLC
O'KEEFE STEVENS ADVISORY, INC.
IMPELLENT VENTURES
LYNNLEIGH & COMPANY, LLC
CITIZENS SECURITIES, INC.
HAYES ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
BOYD CAPITAL

Investors

JOHN MICHAEL DERBIN
LINDA JEAN BLACK
Brendan Jay Schafer
PATRICK MICHAEL BROWN
Samuel E Barber
ALEXANDRE GEORGIEV
NICHOLAS DELGAIZO
NATALIA M ZIMNOCH
Alexei Casolari
DEVIN ASHLEY BORN
Jeffrey William Hanretty
MICHAEL CAMILLE GUILLERY
MICHAEL JOSEPH GAROFALO
ANDREW JOSEPH KALINOWSKI
NANCY MARIE HAIRSINE
ALEX SCHOENBRUN
FREDERIC STEVEN SCARPULLA
SARA STOLBERG BERKOWICZ
Michael Rodger Pineda
SAMANTHA BRANDON BEVERLEY
LEVI WILLIAM JOHNSON
CHARLES DRAKE AGUILLARD
MICHAEL THOMAS GILMARTIN
Camille Elizabeth Toschi
BERT HARVEY GOLDBERG
THOMAS HAINES LUCKENBILL
KEVIN EDMOND ROCHE
Matthew James Butler
KEITH ALAN GEORGE
JOHN M PITTON
Linda JEAN Larner
adam hartwigh
Soyeon Kwon Caruso
Joel C DiMartino
DONNA MARIE GAUDY
Raymond L Allen
Anthony G. DiGabriele
Sydney Carnival
Faith E. Schumacher
JEFFREY THOMAS BRADKE
Charles E. Gadsden
MATTHEW SCOTT DUNCAN
Maureen J. Pilato
JACQUELINE DAVIS CENTAURO
Matthew Allan Tipple
William Robert Cooper
Breauna Crumpler
James Theodore Smith
Roger Purcell
Jason Mangione
DANIEL ERIC IOOS
John H. Casey
Kevin Monheim
Keval Patel
Rylan Edward Searley
DANIEL JOHN WERNER
Stephen Cymbal
Lukasz k Pogon
Daniel Keirsbilck
Justin Wolf
DAVID MATTHEW GERMANO
KYLE MILLER DUNN
Riley Charles Zimmerman
CRAIG ALLEN HOUCK
ROLAND CHARLES SALMI
TYLER JOSEPH ROGERS
KIERIN RATLIFF
MICHAEL PATRICK CERUTTI
PETER SHAW O'KEEFE
Jason Paul Curtis
TIMOTHY C OSGOOD
Nicholas Salvatore Caracci
JONATHAN JAMES GOROM
Evan Wilcox
Patrick Morin
Alexander Zikos
Jacob Lynn Barragato
Sarthak Bhojwani
NANNETTE PISIG NOCON
THOMAS MICHAEL BORRELLI
JENNIFER MARIE MOSS
RYAN B SLATER
MARK ANGELO PALAZZOLO
CRAIG LOCHNER
MICHAEL Jameson SELLARS
Alexander Pohlson
JOHN JAMES MC DONALD
BRIAN ALAN BLAUSTEIN
RICHARD ALAN HARTER
MALLORY JEAN LAUFFER
Ricci A Elnicki
Leah Claire White
DAVID ALAN PALERMO
NATHAN RIESS WEGMAN
DAVID PAUL ZAMBITO
Jason R Navolio
DEVON SEAN NOLAN
JOSEPH AARON BOYD

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