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Best financial advisors in Rock Hill, NY

Registered advisers within 25 miles of Rock Hill, NY.

Offices
61
Firms
32
Combined AUM
$9.16T
Firm-wide filings, not assets booked only here
Clients
1.55M
1,552,583 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
KEY INVESTMENT SERVICES LLC
EDWARD JONES

Investors

LINDA JANE BARRIGER
LORI CHRISTINE SIPOS
Eric S. Sappington
Jason Perry
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
MILES ANTHONY
DANIEL MARK COUSE
Anthony Perez
Evan Kirsch
CONNOR JAYMES COYLE
Evan Kowalczyk
PAUL FRANK DELNEGRO
JEFFREY LITTLE
Stephanie Raine DeAngelis
Luigi James Fratto
Shawn William Behrent
Louis Joseph Algiere
Christopher Petrollese
Ashley Nicole Magen
Thomas Gunton Budington
Erick Edward Eichner
John Paul Recine
Steven J Trotta
SAMUELE DRAGONE
Samantha Loughlin
JOSEPH JOHN CAMPANELLA
LEONARD CURCIO
ANDREW G WEYANT
RICHARD PEREZ
PETER PHILLIP VANETTEN
NANCY FRANCIS WRIGHT
KARLA GALAZZO
MICHAEL DECKER
RACHEL HENDRICKS
MARY KAY MARTIN
MICHAEL ERIC BERLIN
SENTA LISA CURRAN
DARREN TODD MCCARTHY
CRAIG DALE CRUMP
ALAN BURT GOODMAN
ALI IFTIKHAR
Bonnie Jeanne Rule
THOMAS CARL AMMONS

Within 25 miles of Rock Hill, NY, Best Investors lists 32 registered investment advisory firms with 61 offices nearby, managing about $9.16T in combined regulatory AUM across 1,552,583 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 Hill

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM