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Best financial advisors in Sodus, NY

Registered advisers within 25 miles of Sodus, NY.

Offices
228
Firms
102
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,857,747 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
LEIGH BALDWIN & CO., LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
O'HAVER WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE ADVISORY PARTNERS LLC
LINCOLN INVESTMENT

Investors

MARY ELIZABETH ROBERTSON
Ryan John Brophy
MICHAEL ANTHONY DOUGLASS
DEVON CALDWELL LITTLEFIELD
Brian T Sisson
Sean M Nellis
Jonathan Edward Wordingham
BRUCE WILLIAM BOWMAN
JOSEPH TAYLOR O'HAVER
Marc Kreuser
MICHELE RENE WILCK
MARKUS STRAUSS
Adam Jeffrey Casper
Joseph Theodore Amoddio
Reagan Mangos
CHRISTOPHER LEE SANTELLI
JOHN BRIAN MCCARTHY
Ryan Mark Turbyfill
JAMES BRYAN CORNEHLSEN
WILLIAM RAYMOND SIGRIST
Lindsey Ann Simek
Aidan James Schultz
JOEL ROBERT MANESS
JOSEPH STEVEN ALTOBELLI
JOHN F KENDALL
PASQUALE REALE
ANNA MARIE GARDNER
STEVEN DARREN VESTRI
MICHAEL GEORGE KRAMER
Justin Ryan Vestri

Within 25 miles of Sodus, NY, Best Investors lists 102 registered investment advisory firms with 228 offices nearby, managing about $12.6T in combined regulatory AUM across 2,857,747 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

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