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Best financial advisors in Rushville, NY

Registered advisers within 25 miles of Rushville, NY.

Offices
155
Firms
77
Combined AUM
$9.39T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,465,377 clients when Item 5C has a number
Avg / client
$3.81M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VANDERBILT ADVISORY SERVICES
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
SIMCO FINANCIAL
ARKADIOS WEALTH ADVISORS
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
PRINCIPAL SECURITIES, INC.

Investors

Trevor Peter Lacz
Andrew Ward
ALLEN COHEN
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
Brent James Ascroft
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger
Jered Maloney
WADE ANDREW SARKIS
NATHAN EVERETT VAN BORTEL
RUSSELL JOSEPH BARONE
MARC ANDREW SIMMONS
Jason Michael Mosher
JASON JAMES MOSHER
DAVID RICHARD STALKER
THOMAS WAYNE KINGSLEY
TIMOTHY JON VEAZEY
Ryan Martin
DAVID RHYS EICHENHOFER
William B Henry
Benaiah James Henry
ROBERT THOMAS KOCZENT
Adam Rayburn
PAMELA M TIERNEY
Paul Michael Kato
Joseph C Hayes

Within 25 miles of Rushville, NY, Best Investors lists 77 registered investment advisory firms with 155 offices nearby, managing about $9.39T in combined regulatory AUM across 2,465,377 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 Rushville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM