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Best financial advisors in Phelps, NY

Registered advisers within 25 miles of Phelps, NY.

Offices
191
Firms
86
Combined AUM
$9.90T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,725,241 clients when Item 5C has a number
Avg / client
$3.63M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
ELEVATUS WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
MERCER GLOBAL ADVISORS INC.
MANNING & NAPIER ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Investors

KATHRYN ANGELINA ALEXANDRA HIGGINS
MARK THOMAS HIGGINS
THOMAS HAROLD HIGGINS
Kasy Arnold Pechler
Benjamin Hallowell Hintz
KYLE ROBERT DOWNEY
RICHARD ALLEN WALKER
Aletha Marie Steehler
Matthew Baker
David Jordan Levy
MAUREEN ONEILL DOWLING
Christopher Mead Kurowski
Peter L Newman
Daniel F Antocicco
DANIEL J HARE
Megan Horvat
JACQUELINE SCHEIBLE
Courtney A Laffler
Christian Reynolds
MARK THOMAS BUSCHER
HEATHER ANN PROCTOR
JAMIE FRANCES BLOCK
Nick Albert Jensen
RUSHANG DESAI
SHANNON M ROMACH
Russell L Martin
Daniel John LaCrosse
JOHN H HALLERAN, JR.
PAUL ARTHUR PETERSON
John Kevin Best
Kay Pfleghardt
DANA FARR VOSBURGH
SAMANTHA MARIE LAREW
FRANK EDWARD LESCZINSKI
ETHAN BENJAMIN MCKENNEY
DONNA JEAN D'HONT
CATHY PEREIRA
CHRISTOPHER KYLE RYAN
CRAIG STEPHEN ABBOTT
WILLIAM GREGORY HOLDEN
COREY LEE JACKSON
AARON THOMAS MCGREEVY
CHELSEA ANN SEIBEL
MEAGHAN ROSE WRIGHT
Caleb Humbert
Ryan Paul Hohensee
Jack Knapton
Ryan Timothy Willis
Annleah Rosemarie Jones Culberson
William Johnathan Dombrock
Steven C Futoran
DAVID LEE IMMONEN
DOUGLAS R HILFIKER
IOANNIS KYRIAKOS PROFYLIENOS
REBECCA K. Galliford
PAUL LOUIS STANZIONE
David Sutton
Mark Ricci
Timothy Alan O'Leary
JESSICA MICHELE KUSHNER
CHRISTOPHER JOSEPH LABOUNTY
AARON ANTHONY PISANI
SUSAN ALEXANDRA PILON
Wyatt Hulsey
Nicklaus J Catone
ROXANNE D. MCELROY
John Lawrence Camp
Annette M Principio
THOMAS L LAWRENCE HUBER
STEPHEN SCOTT BROWN
GREGORY J SCHALLER
MICHAEL JAMES KAZACOS
JAMES PETER GOETZ
JENNIFER KNAPP
RAYMOND LOUIS DEMONTE
WILLIAM KABLACK
THOMAS J NEWBERG
ANDREW JOSEPH MEANS
THEODORE JAMES LENZ
JOHN P ZICARI
ROSEMARY ELLEN GEBHARDT
WILLIAM WADSWORTH LLOYD
TOMAS STEVEN APONTE
TIMOTHY M MASTELLAR
LINDA BRINK MASTELLAR
CHRISTIAN NICKOLAS PAPPAS
JASON DOUGLAS MINCER
ALEX LOREN CASALE
CHRISTOPHER PIERS EDGCOMB
Leslie Edgcomb
Francisco Peter Sorge
Samantha Angelina Caruso
Michael Carl Weidner