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Best financial advisors in Stony Creek, NY

Registered advisers within 25 miles of Stony Creek, NY.

Offices
34
Firms
15
Combined AUM
$5.66T
Firm-wide filings, not assets booked only here
Clients
941K
941,309 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
TD PRIVATE CLIENT WEALTH LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

John Martin Gable
ROBERT ANTHONY RICCIARDELLI
DALE LEWIS MULLIN
TODD KELVIN NEIL
CONOR F.P. BOYD
MATTHEW LUTTON BEEBE
MAXWELL LUTTON BEEBE
Patrick Daniel Mylod
BRANDON THOMAS CRIST
CHRISTOPHER WILLIAM SKINNER
Paula A Traina
KATHERINE BATES HOROWITZ
Carlo R.A. Cedrone
NATHAN LAFRANCE
Christopher James Nelson
SEAN MICHAEL AKINS
Amanda Noel Cedrone
NICHOLAS TAYLOR
NICHOLAS GEORGE TAYLOR
TIMOTHY JOSEPH FORMAN
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
DAVID FREDERICK BROWN
ADAM E. PEARSALL
MELISSA BATTISTE
MICHAEL JOHN HEALY
MICHAEL CHRISTOPHER SEELEY

Within 25 miles of Stony Creek, NY, Best Investors lists 15 registered investment advisory firms with 34 offices nearby, managing about $5.66T in combined regulatory AUM across 941,309 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 Stony Creek

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM