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Best financial advisors in Pulteney, NY

Registered advisers within 25 miles of Pulteney, NY.

Offices
13
Firms
9
Combined AUM
$2.62T
Firm-wide filings, not assets booked only here
Clients
338K
337,682 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
PRINCIPAL SECURITIES, INC.
VANDERBILT ADVISORY SERVICES
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

William B Henry
Benaiah James Henry
ROBERT THOMAS KOCZENT
DAVID RHYS EICHENHOFER
Erin Reeve Shawkey
JOSEPH METRO TOPICHAK
PAMELA M TIERNEY
Adam Rayburn
Trevor Peter Lacz
Andrew Ward
Paul Michael Kato
Joseph C Hayes
ALLEN COHEN
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
WILLIAM EINAR HUDSON
Anders J. Hudson

Within 25 miles of Pulteney, NY, Best Investors lists 9 registered investment advisory firms with 13 offices nearby, managing about $2.62T in combined regulatory AUM across 337,682 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 Pulteney

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 VANDERBILT ADVISORY SERVICES 64 clients · 160 advisers $2.11B AUM