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Best financial advisors in Peterboro, NY

Registered advisers within 25 miles of Peterboro, NY.

Offices
218
Firms
93
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,002,844 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
KANE FINANCIAL
EAGAN CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRIVATE ADVISOR GROUP, LLC
VANDERBILT ADVISORY SERVICES
CONSTELLATION ASSET MANAGEMENT, INC.
VOYA FINANCIAL ADVISORS, INC.

Investors

RICHARD PAUL JENKINS
MAURO U BOTTONI
Benjamin Michael Osinski
GREGORY FRANCIS WILT
BRADLEY PAUL CANAVAN
Zachary M Luhr
CLINTON PETER KANE
LUIS A ROMANO
Andrew Michael Murphy
MICHAEL PHILIP MURPHY
STUART RUSSELL BROOKS
Matthew Joseph Siegel
Jackson Denue
Shukri Dayeh
KIEL CAMKEN
SANDRA LYNN SPENCER-FLORCZYK
Micah David Zion Stavenhagen
ROBERT BROWNLEE GOOD
ALICIA RAYNA SPEVAK
Christopher Alan Morgan
GRAHAM WILLIAM NELSON
PETER A FRANZ
SCHUYLER B DOMBROSKE
ALLISON ANNE MAJOR
MICHAEL JOSEPH HENNESSY
ADAM J LOEDEL
PATRICK DANIEL NEWTON
Lisa Marie Chasse
LAURA ANN ADAMS
CHRISTOPHER HOWARD DEVOE
JENNIFER M VALLEY
STEPHANE FRANCIS LASHER
AARON M CAHILL
RICHARD ARTHUR LUDINGTON
TONIA LEE GREEN
Kenneth T Walcyk

Within 25 miles of Peterboro, NY, Best Investors lists 93 registered investment advisory firms with 218 offices nearby, managing about $11.8T in combined regulatory AUM across 3,002,844 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 Peterboro

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM