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Best financial advisors in Skaneateles, NY

Registered advisers within 25 miles of Skaneateles, NY.

Offices
248
Firms
94
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,478 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Skaneateles, NY, Best Investors lists 94 registered investment advisory firms with 248 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,478 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

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