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Best financial advisors in Scotts Corners, NY

Registered advisers within 25 miles of Scotts Corners, NY.

Offices
1,577
Firms
909
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,166,082 clients when Item 5C has a number
Avg / client
$6.89M
Combined AUM ÷ clients

Nearby offices

Firms

STONEBRIDGE ADVISORS LLC
CATUM ADVISORY GROUP, LLC.
KOHLBERG & COMPANY
EDENBROOK CAPITAL, LLC
KESTRA ADVISORY SERVICES, LLC
TRIVIUM POINT ADVISORY, LLC
LPL FINANCIAL LLC
CROSS ISLAND ADVISORS LLC
KANE ASSET MANAGEMENT, LLC
VOYA FINANCIAL ADVISORS, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
RAYMOND JAMES & ASSOCIATES, INC.
CHIASMUS CAPITAL LLC
ALLIANCE VENTURES LLC
CITIGROUP GLOBAL MARKETS INC.
WESFAIR ADVISORY GROUP, INC.
STRATEGIC ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

SHEFKI VINCA
ROBERT ALLEN WOLF
ERIC DAVID WEAVER
MARIE-BELLE MIKUE
JASON THOMAS ARENA
MATTHEW PARKER GACHI
DAVID I BUNIN
ZIYAH RUTH ESBENSHADE
GEORGE ROBERT GERHARD
Stephen Thomas Haeckel
Traci Leigh Saxon
Michael Anthony Cirone
DAVID GRAD HALPER
JAMES A SALERNO
RON ANDREW PAC
LEE SCOTT RAWISZER
Besart Beluli
PAUL ROBERT VOLPE
COLE CONRAD
MICHAEL RICHARD BONAMARTE
TIMOTHY GEORGE HUDSON
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
MICHAEL ERIC ROSELL
FRANK JOSEPH ROMANO
Jacob Hadad
DANIEL JOHN GRIFFIN
DEREK ADNAMS
JOHN J. HAYES
NICOLE MARIE LOPEZ
HERNANDO PAREDES
JOSEPH VESSECCHIA
THOMAS M. FOX
ALEX WEST
DIEGO ARMANDO CHALCO
BRIDGET T. DEVERNA
ALEC CHEVREUX
JUDIN PIERRE LOUIS
SAVAHN STEADMAN
ANGELO DE LEON
GREGORY GIANDALONE
CAROLINE MARIA BRAVO
MAURA SAYERS
KRISTA COLLINS
JOHN MAGLIULA
TYLER RESCHKE
KERRI LYNN KIMBALL

Within 25 miles of Scotts Corners, NY, Best Investors lists 909 registered investment advisory firms with 1,577 offices nearby, managing about $21.8T in combined regulatory AUM across 3,166,082 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 Scotts Corners

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM