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Best financial advisors in Sodus Center, NY

Registered advisers within 25 miles of Sodus Center, NY.

Offices
226
Firms
101
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,857,638 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHCARE ADVISORY PARTNERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EQUITY SERVICES, INC.
O ASSET MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Alexander James Stuver
Richard M. Marlin
CHRISTOPHER MICHAEL ROSS
SHANE PATRICK RILEY
MARYANNE BARCELLONA
Jacob Jin Suk Kocher
Matthew David Terp
DONALD PAUL BURGER
Keenan Jerel Cardona
ALAN MARC GINSBERG
WILLIAM PAUL O'DONNELL
TIMOTHY MICHAEL PEASE
CHARLES JOSEPH LAROCCO
TRACY K BAKER
MATTHEW MEROLA
KYLE J MCDERMOTT
EMILIO MONTI
JEFFREY DAVID NAGEL
COLLIN OSHEA
Maxwell Dennis Havens
KYLE MICHAEL PRESTON
Miriam Rebekah Bianchini
Isabel Victoria DiNottia
WILLIAM ROBERT PAGANO
CONNIE ELLEN DINICOLA
Peter G. Valade
Patrick E Caufield
JESSICA LYNN MCCARTHY
MICHAEL JOHN TEDDY
EDWARD JAMES BRADFORD
Emily Elisabeth Knight
KELLY A WHALEN
Robert C Birch
STEPHEN BRAGG RILEY

Within 25 miles of Sodus Center, NY, Best Investors lists 101 registered investment advisory firms with 226 offices nearby, managing about $12.6T in combined regulatory AUM across 2,857,638 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 Sodus Center

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM