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Best financial advisors in Upton, NY

Registered advisers within 25 miles of Upton, NY.

Offices
326
Firms
93
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,665,249 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
FOREFRONT
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
BEACON TRUST
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
CWM, LLC
FEDERAL PREP
PFS INVESTMENTS INC.

Investors

TIMOTHY M OHARA
JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
MELISSA MURPHY PAVONE
GEORGE GARY ELKIN
MICHAEL ANTHONY BOCCIO
GREG J SELG
CORINNE CECILIA HEANEY
NANCY BETH KAYEKIRSCH
BRIAN PATRICK NYDEGGER
David Jerome Willmott
BRIAN WILLIAM BATTER
Christopher Liu
Lisa Chalker
Angel Vidal
KAREN GODFREY
JOHN JOSEPH CORCORAN
Kevin Francis Vasilik
CARA M ANGELO
Katherine Mary Connors
Kristi Ann Rossy
AMY ELIZABETH WILCOX
Scott Francis Ricca
EFTIHIA CONSTANCE KNUTH
BRIAN ROBERT REYNOLDS
MARC ALAN SILVERSTEIN
KEITH JEFFREY MAEDER
STEVEN ANDREW WOLF
PAUL BRIAN WOLF
RANDOLPH PELOSI
MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO

Within 25 miles of Upton, NY, Best Investors lists 93 registered investment advisory firms with 326 offices nearby, managing about $11.6T in combined regulatory AUM across 2,665,249 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 Upton

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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