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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

LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
EDWARD JONES
MORGAN STANLEY
WEALTHPRO, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC

Investors

RICHARD DEAN SMITH
Lisa M Bruce
RANDALL F. F DEVANEY
CHRISTOPHER MARTIN ZITO
ADAM E. PEARSALL
MELISSA BATTISTE
CHRISTOPHER JOHN FISH
MARK GORDON RIPLEY
Robert F Butler
Blake T Crothers
Mark Ostrander
PAUL C HEBERT
TINA M BRIDGE
KIMBERLY MARIE SCHEFFLER
DANIELLE G VALENTE
Bradley William Bodmer
Christopher J Huskie
Elliot Howard
Danielle Yeager
KATHLEEN REDINGTON GRASMEDER
DANIEL J GRASMEDER
MATTHEW ALEXANDER BAITINGER
JACOB ROSS COSTELLO
Mary Beth Hogan
ROBERT HOWARD BELL
EDWARD ARTHUR COSTELLO
Meghan Marie Murray
ALFRED JAMES MERCHANT
Joseph Edward Kelly
Madeline Skye Butler
MATTHEW BRIGGS EASTERLY
Brian Phillip Warner
NEAL JAY SOLOMON
DANA HOGAN
LAURA DONOVAN
PAUL MICHAEL KOWALSKI
RANDOLPH JOSEPH ALTAVILLA
LINDA ELIZABETH KESSLER

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