Best financial advisors in Parish, NY

Registered advisers within 25 miles of Parish, NY.

Offices

82

Firms

37

Combined AUM

$6.51T

Firm-wide filings, not assets booked only here

Clients

1.53M

1,531,392 clients when Item 5C has a number

Avg / client

$4.25M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

3276 MAIN ST
MEXICO, NY 13114

PFS INVESTMENTS INC.

3276 MAIN ST. STE A
MEXICO, NY 13114

KEY INVESTMENT SERVICES LLC

3283 Main St.
Mexico, NY 13114

EQUITABLE ADVISORS, LLC

3386 MAIN STREET
MEXICO, NY 13114

EDWARD JONES

4890 N Jefferson Street
Pulaski, NY 13142

10.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

537 S Main St
Central Square, NY 13036

10.4 miles away

EDWARD JONES

6265 ROUTE 31 SUITE #2
CICERO, NY 13039

CETERA INVESTMENT ADVISERS LLC

6091 STATE RTE 31
CICERO, NY 13039

17.1 miles away

EDWARD JONES

4595 Route 31 Ste 4
Clay, NY 13041

17.2 miles away

CETERA INVESTMENT ADVISERS LLC

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

17.4 miles away

MML INVESTORS SERVICES, LLC

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

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

8131 Brewerton Road
Cicero, NY 13039

17.9 miles away

KEY INVESTMENT SERVICES LLC

7950 BREWERTON ROAD
CICERO, NY 13039

18.5 miles away

CITIZENS SECURITIES, INC.

7941 BREWERTON RD MS: NYR086
CICERO, NY 13039

18.6 miles away

PRINCIPAL SECURITIES, INC.

7900 DAVIS RD N STE 2
CLAY, NY 13041

18.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

5834 E CIRCLE DR
CICERO, NY 13039

19.1 miles away

LPL FINANCIAL LLC

8135 SOULE ROAD
LIVERPOOL, NY 13090

19.3 miles away

LPL ENTERPRISE, LLC

503 N MAIN ST
NORTH SYRACUSE, NY 13212

19.6 miles away

CETERA INVESTMENT ADVISERS LLC

109 N MAIN STREET
N SYRACUSE, NY 13212

LPL FINANCIAL LLC

312 S MAIN ST
NORTH SYRACUSE, NY 13212

20.2 miles away

Firms

PFS INVESTMENTS INC.

KEY INVESTMENT SERVICES LLC

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

MML INVESTORS SERVICES, LLC

CITIZENS SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

Investors

CAMERON BOROWIEC

NATHAN CHARLES KINNE

Morgan Hodinger

PAUL DAVID MYLES

DAVID VINCENT EPOLITO

STEPHEN WISNIEWSKI

Rochelle Peabody

TIMOTHY JAY CORDELL

Derek Bruce Loomis

Philip Gregory Stevens

Jamie Marie Johnson

DAVID JAMES ANDERSON

Scott Edward Stefanco

Sydney Chalifoux Hopkins

STANLEY B. WARNER

Nicholas Barnes

DAVID DOMINIC MIRABITO

MICHAEL CHARLES HERHOLTZ

Daniel M Tivnan

DAVID ELSON PALMITER

Stephen Rockhill

Zackery Guerrero

JEFFREY P FRANCISCO

MARIO ANTHONY RECTOR

JOSEPH F BETHMANN

BRENDA LAURA ISABEL MONK

GARY DANIEL LUCAS

Robert Antonacci

MICHAEL JOSEPH COOK

DONALD EDGAR STOREY

CHARLES KENNETH PIKE

Within 25 miles of Parish, NY, Best Investors lists 37 registered investment advisory firms with 82 offices nearby, managing about $6.51T in combined regulatory AUM across 1,531,392 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 Parish

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM