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Best financial advisors in Redwood, NY

Registered advisers within 25 miles of Redwood, NY.

Offices
14
Firms
11
Combined AUM
$3.48T
Firm-wide filings, not assets booked only here
Clients
856K
856,428 clients when Item 5C has a number
Avg / client
$4.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
BULL HARBOR CAPITAL LLC.
LINCOLN INVESTMENT
EQUITABLE ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MORGAN STANLEY
FIRST COMMAND ADVISORY SERVICES
MML INVESTORS SERVICES, LLC

Investors

BRENT VICTOR SANFORD
STEWART WADE MCCOLLUM
CARRIE ANN LANE
MICHAEL LELAND PAVLOT
JEFFRY J WELDON
Carolyn D Weldon
DOUGLAS DAIN DIER
GEORGE HARRISON SIMSER
Laurie Jean Podvin
Maria Ellena Marcellus
CLIFFORD RONALD DAVIS
Michael Jeffrey Nevills
Andrew Wellington Walseman
MICHAEL WILLIAM CROWLEY
PAMELA JEAN HALLORAN
Andrew B Parisian
WILLIAM COUCH
JULIAN MICHAEL ALTERI
ERIC DELAGARZA
GREGORY COUCH
Brandi N Reese
Karyn Cordero Carbone
Dorothy Grippin
Jeremy Mathew Miller
ELWYN GEORGE VOSS

Within 25 miles of Redwood, NY, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $3.48T in combined regulatory AUM across 856,428 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 Redwood

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM