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Best financial advisors in Utica, NY

Registered advisers within 25 miles of Utica, NY.

Offices
79
Firms
41
Combined AUM
$8.54T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,570,638 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JC MIANO INVESTMENT ADVISORY SERVICE
QUARTZ PARTNERS INVESTMENT MANAGEMENT
ADIRONDACK FINANCIAL SERVICES CORP
PFS INVESTMENTS INC.
EQUITY SERVICES, INC.
CITIZENS SECURITIES, INC.
LIFEMARK SECURITIES CORP.
VOYA FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SHELTER WEALTH STRATEGIES, LLC
ONE HOPPER ASSET MANAGEMENT
LEIGH BALDWIN & CO., LLC
MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

JAMES PATRICK CHASE
JOSEPH ALBERT LEO
WILLIAM FOX LOCKE
JOHN J CLARK
FRANCES J PARENT
MARK DONALD FORESTI
CHARLES VINCENT BATSON
JAMES GILBERT BROCK
ASHLEY L KINNEY
DAVID KRISTOPHER GRIFFITH
ADAM JAMES MILLER
JONATHAN LOVECCHIO
MARK STEVEN LEWANDROWSKI
JANICE POWERS WILLIAMS
WILLIAM BRIAN READ
ROBERT KENNETH WATKINS
Adam Michael Green
DAVID AMELIO HART
JOSEPH DOMINICK SPECIALE
WAYNE IRVING BROOKS
Danielle Ashley Lawrence
David Andrew Huhtala
JASON O CHAMPION
WILLIAM I MATTESON
MARK PHILIP HODGE
DONNA M KRATZENBERG
Leslie Jennifer Shepardson
RICHARD ALAN BRAMLEY
JON MATTHEW EARL
HONORINE MARIE GERARD WALLACK
MELISSA ANNE MOTYL
MARY ANNE G TREEN
MICHELE ANGELA SHERIDAN
Scott Alan George
MATTHEW DAVID SAVERY
Alec S Firsching
ZACHARY D MAXWELL
MATTHEW JAMES SHERIDAN
Jacob Thomas George
THERESA MARIE FLEMMA