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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

FEDERAL PREP
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
TSG ALPHA PARTNERS, LLC
QUANTUM ADVISORY GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
HYDRA WEALTH ADVISORS LLC
VERITY ASSET MANAGEMENT
INDEPENDENT INVESTORS INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
DRAPER ASSET MANAGEMENT, LLC

Investors

JOSEPH CHIOSSONE
JOSEPH PAUL CAMPISI
ALEJANDRO CEBRIAN
GERALD MATTHEW DEIGNAN
Charles G Healy
John M. Zeumer
Scot Anthony Krempa
PATRICK JOSEPH FERRARO
CARLO SCANNI
SALVATORE CHARLES CARUSO
MICHAEL MARTIN BUSCH
CHARLES MICHAEL RICHARDSON
PATRICK EDWARD BYRNE
SALLY NOOTBAAR WING
ROSANNA PRESTIA
George J Christodoulou
Michael Christodoulou
Scott Robert Posner
Roodmy Cesar
Linda A Kuhn
Richard Cecchi
Jacqueline Ann Mallinson
Rachel Alexandra Gentz
MARGARET EDEL MOLONEY
KEVIN PATRICK MOLONEY
JOSEPH SITARAS
Kevin Fitzpatrick
Stephen P. Daige
MORGAN JON WEIL
Tracy Anne Prush
Ryan Matthew Engel
Rinaldo Dominik Crassa
JONATHAN IAN EHRLICH
Jeffrey Howard Hendel
DENNIS THOMAS BYRNE
CRAIG J VALENTINE
Erik Stevens
PETER GLENN HALLIWELL
DAVID JOSEPH MOTTES
LOUISE DELUCA FALLICA
Nicholas Augusto Lucas
Michael Dominic Principe
ROBERT FRASER DRAPER
JOSEPH Patrick CRACCHIOLA
Justin Francis Galluzzo
Vinson Anthony Guigliano
Lilli Seidman
Robert R Galian

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