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Best financial advisors in Scottsburg, NY

Registered advisers within 25 miles of Scottsburg, NY.

Offices
21
Firms
13
Combined AUM
$2.93T
Firm-wide filings, not assets booked only here
Clients
728K
727,856 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

ALLWORTH FINANCIAL, L.P.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
HYJC CAPITAL OF WNY
OSAIC WEALTH, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
EDWARD JONES
HONEOYE FALLS CAPITAL LLC
GILBERT FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.

Investors

TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Joseph Fox
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
SHAWN MICHAEL BENEDICT
COLLIN JAMES HAWES
Pamela Jean Rudolph
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
MARK ERNEST ADAM
CHRISTINA M. HAND
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
Leann Hill
AUSTIN JAMES GILBERT
John Owen Price
CHRISTOPHER ADAM RAINES
ROBERT CHRIS BENSHADLE
Raymond Auman
Nicholas Kelley
Thomas F Beers

Within 25 miles of Scottsburg, NY, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $2.93T in combined regulatory AUM across 727,856 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 Scottsburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM