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Best financial advisors in Pattersonville, NY

Registered advisers within 25 miles of Pattersonville, NY.

Offices
321
Firms
129
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,224,136 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SIP FINANCIAL SERVICES
ACACIA GROVE WEALTH MANAGEMENT
NIGHTGALE WEALTH MANAGEMENT LLC
ROBERT L. KRISTEL, C.P.A., P.C.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC

Investors

GERARD JOSEPH COLISTRA
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
FREDERICK HERBERT WINKLER
Ryan Olsen
DAVID PAUL OLSEN
CHARLES A PALMER
Guillermo Trujillo
Amy Marie Aldrich
LANNY KEVIN ROSENBAUM
DARREN JAMES LEADER
STEVEN HERWEYER
MEGAN BURDICK
Travis Edward Kellman
Raymond John Zegger
WILLIAM GEORGE BARRY
KYLE A MOFFITT
Joshua Silaika Moraski
TIMOTHY JOHN OCHS
STEVEN ROBERT BECKER
GARY HEIDENSTROM
ROBERT LANNOO KRISTEL
Valerie L. Mosher
BRADLEY BONFANTE
KEVIN PATRICK EBERZ
Matthew Joseph Whalen
Justin David Yetto

Within 25 miles of Pattersonville, NY, Best Investors lists 129 registered investment advisory firms with 321 offices nearby, managing about $13.9T in combined regulatory AUM across 3,224,136 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 Pattersonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM