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Best financial advisors in Shortsville, NY

Registered advisers within 25 miles of Shortsville, NY.

Offices
411
Firms
165
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,105,812 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

O ASSET MANAGEMENT LLC
OCCAM CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CLOVER LEAF FINANCIAL LLC
SEAWAY ADVISORS
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

PRISCILLA ANNE BAKER JONES
AMY SARA FORSLIND KANE
Kevin Guarino
Daniel Christian Kelley
ANTHONY CASSIOUS NELSON
Devin M Rasmussen
MICHAEL DAVID RIORDEN
TIMOTHY JAMES WARNETT
Peter G. Valade
WILLIAM ROBERT PAGANO
CONNIE ELLEN DINICOLA
Adam Rayburn
MATTHEW MEROLA
KYLE J MCDERMOTT
EMILIO MONTI
JEFFREY DAVID NAGEL
COLLIN OSHEA
TIMOTHY MICHAEL PEASE
CHARLES JOSEPH LAROCCO
TRACY K BAKER
DONALD PAUL BURGER
Keenan Jerel Cardona
ALAN MARC GINSBERG
WILLIAM PAUL O'DONNELL
Patrick E Caufield
JASON GERALD SWARTLEY
JOHN J ANADIO
DARRYL LAWRENCE KLIMOWSKI
TIMOTHY SCOTT JONES

Within 25 miles of Shortsville, NY, Best Investors lists 165 registered investment advisory firms with 411 offices nearby, managing about $14.9T in combined regulatory AUM across 3,105,812 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 Shortsville

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