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Best financial advisors in Seneca Falls, NY

Registered advisers within 25 miles of Seneca Falls, NY.

Offices
45
Firms
24
Combined AUM
$5.44T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,091,930 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
GENESEE CAPITAL ADVISORS, LLC
PINNACLE INVESTMENTS, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC

Investors

JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
Henry John Sandlas
Gregory F Schmitter
BRIAN DAVID HOPPER
Joseph C Hayes
JAMES GORDON DURSO
JASON GERALD SWARTLEY
DAVID J DERADDO
Donald Paul Rayburn
Christopher Wayne Rheaume
DANIEL RAYMOND CUDDY
EARL E PHILLIPS
RYAN WINFIELD PINE
MICHAEL CHRISTOPHER HEARN
WENDY SUE MORASCO
Margot Agnes STOTLER
Kevin Szozda
TIMOTHY COREY CARR
CHARLES J SHAW
GILLIAN ELIZABETH DIMORA
Paul Michael Kato
AMY SARA FORSLIND KANE
Adam Rayburn
PAMELA M TIERNEY
Daniel R Figueiredo

Within 25 miles of Seneca Falls, NY, Best Investors lists 24 registered investment advisory firms with 45 offices nearby, managing about $5.44T in combined regulatory AUM across 1,091,930 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 Seneca Falls

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM