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Best financial advisors in Skaneateles Falls, NY

Registered advisers within 25 miles of Skaneateles Falls, NY.

Offices
236
Firms
91
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,448 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
ARMORY SQUARE VENTURES MANAGER, LLC
MARCELLUS CAPITAL MANAGEMENT, LLC
PFS INVESTMENTS INC.
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
PINNACLE INVESTMENTS, LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
GENESEE CAPITAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL ENTERPRISE, LLC
INDEPENDENT FINANCIAL PARTNERS
DJPUFF ADVISORS GROUP, INC.

Investors

Jessica Beatriz Jimenez Wharton
DWIGHT WILLIAM WINKELMAN
JAMES MONTGOMERY GREGG
RANDALL JAY POWERS
Nicolette M Fiermonte
David Gerard Powers
Patrick Dylan Buckley
FREDERICK CHARLES SHIBEL
DANIEL WILLIAM WRIGHT
PAUL F TORRISI
PAUL GREGORY DERRICK
Caitlin Davies Campbell
DANA SUZANNE DERRICK
JEFFREY D MORO
Samuel J Vasile
DOUGLAS EDGAR HILL
JEFFREY JOSEPH LAMARCA
R. MICHAEL RIENHARDT
RANDY D CORL
BENJAMIN PIERCE STROH
Rowena Ilag-Ferguson
HEATHER LEE SULLIVAN
DOMTILLA NERI
ANDREW BARTHOLOMEW
Daniel R Figueiredo
Margot Agnes STOTLER
Kevin Szozda
TIMOTHY COREY CARR
CHARLES J SHAW
GILLIAN ELIZABETH DIMORA
WENDY SUE MORASCO
RYAN WINFIELD PINE
MICHAEL CHRISTOPHER HEARN
DANIEL RAYMOND CUDDY
Christopher Wayne Rheaume
EARL E PHILLIPS
ANDREW ANTHONY CAMBRIA
MICHAEL FREEMAN SHERIDAN
MATTHEW JOSEPH PFEIFFER

Within 25 miles of Skaneateles Falls, NY, Best Investors lists 91 registered investment advisory firms with 236 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,448 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 Skaneateles 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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM