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Best financial advisors in Scottsville, NY

Registered advisers within 25 miles of Scottsville, NY.

Offices
439
Firms
165
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,022,019 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
VICUS CAPITAL, INC.
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
HORIZON FINANCIAL
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
KEVIN G. CONLON, CPA, PC
CORE ALPHA, INC.

Investors

Michael Paul Rager
Meghan Kelly
ANDREW JOSEPH OLBRICH
SYDIA L CROMER
THOMAS PAUL KERNAN
CINDY LEE ZIEGLER
Amanda Lyn Heagerty
Donald John Kwarta
Jonathan Frank Blazick
MARK ALAN CONGDON
Michael R. Congdon
KENNETH STEPHEN BLAZICK
BRIAN MATTHEW NOVELLIN
Benjamin Robert Chappell
TIMOTHY ROBERT HAMMOND
Tyler Logan
Rudy Allan Diedreck
Thomas Richard Gervais
DANIEL JOHN SMITH
MICHELLE STOVER PROK
MATTHEW RUSSELL PROK
kyle hulse
THOMAS ANTHONY FERRARO
Jason R Navolio
CHRISTOPHER CARL LEONARDI
KEVIN GEORGE CONLON
Nicholas Salvatore Caracci
Leann Hill
Sean Patrick Collins
SCOTT JOHN ZOLLO
Robert David Brown
DANIEL L COCCIA

Within 25 miles of Scottsville, NY, Best Investors lists 165 registered investment advisory firms with 439 offices nearby, managing about $14.9T in combined regulatory AUM across 3,022,019 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 Scottsville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM