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Best financial advisors in Rock City Falls, NY

Registered advisers within 25 miles of Rock City Falls, NY.

Offices
274
Firms
103
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,212,226 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CANTY FINANCIAL MANAGEMENT, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
KING WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
SAGE HILL ADVISORY AND MANAGEMENT LLC
CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC

Investors

SHERRY ANN HOFFMAN
EDWARD JOSEPH CANTY
Joseph William Canty
WILLIAM JOSEPH CANTY
Dominic Joseph Garrant
Michael DeMarco
STEPHAN OTTO SCRIBNER
DANIEL PAUL GALE
PATRICIA MARIE WALTON
KENNETH JORMA TERPENING
JANE MARIE QUINN
JOLYN CONWAY SWEET
Sean Bradley Moynahan
NATHANIEL JAN KING
MICHELE MARIE MARTIN
RACHEL LEIGH ARATA
HARRISON XU
COLLEEN R. HAMEL
William A Rauch
LAWRENCE JAY AGLER
ANDREA MARIE PEASE
JOSEPH WILLIAM ARENA
MARK JOSEPH LANDAU
KYLE PATRICK WEBBER
LUIS ENRIQUE SERVELLON
ROSS PAUL BRUNER
CHARLES THOMAS HOWARD
JOSHUA TYLER GILBERT
Pierre Duchmann
Jack Napoli Talarico
JAMES EDWARD RUTHERFORD
LAMBERT CADWALADER BUNKER
ANDREW CHARLES HOWARD
Benjamin Christian Gerald
MONTY Leon MCCURLEY
ANTHONY F SPENCER
STEPHEN HOWARD LULLA
MICHAEL J KULINSKI
KIMBERLY HAYES
NICHOLAS LYLE ROSEBROOK
SAMANTHA R THOMAS
MICHELE ANNE TELLSTONE
PATRICK JOSEPH YOUNIS
BRENTON WESLEY SMITH
ANDREW JOHN PALLAS
CORY LEE LAIRD
Hayden Thomas LaBelle
JASON KEITH MACGREGOR
CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER
Lubica Mills
DAVID JONATHAN RATH
JENNIFER LINDSAY HENRY
Patrick William Kalish
ANDREW HEUSS
Benjamin Michael Guerin
TIMOTHY MICHAEL SMITH
ADAM FLETCHER DOIG
JAMES WILLIAM FLANAGAN
STEPHEN MATTHEW KYNE

Within 25 miles of Rock City Falls, NY, Best Investors lists 103 registered investment advisory firms with 274 offices nearby, managing about $13.7T in combined regulatory AUM across 3,212,226 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 Rock City Falls

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