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Best financial advisors in Victor, NY

Registered advisers within 25 miles of Victor, NY.

Offices
467
Firms
173
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,141,857 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PIANO WEALTH MANAGEMENT
THE PITTI GROUP WEALTH MANAGEMENT, LLC
EVER GREEN WEALTH MANAGEMENT, LLC
TRANSPARENT WEALTH CONSULTING LLC
EAGLE STRATEGIES LLC
PROSPERITY ADVISORY GROUP LLC
COOPER/HAIMS ADVISORS, LLC
FLFS ADVISORY LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ELEVATUS WEALTH MANAGEMENT, LLC
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC

Investors

Steven Bruce Whittemore
THOMAS ROBERT SHORTSLEF
NATHAN TODD ELVERS
MARK THOMAS TEMPERATO
STEVEN JOSEPH LESKO
Amanda Mary Delmonico
MATTHEW DAVID PIASECZNY
JEFFREY MARTIN WESTER
ADAM AMBIELLI
Nikolas Sirvent
JEFFREY G HUMBERT
Anthony Michael DeJohn
LOUIS GEORGE GIULIANO
DAVID JAMES PIANO
MATTHEW SALVATORE PITTI
Sean Hantes
ANTHONY Salvatore PITTI
SALVATORE JOSEPH PITTI
BRUCE G. CHARLETON
Emily J Mangus
COURTENAY AUGUSTA CATALFAMO
Sydney Charleton
DANIEL J CUSATO
David Gary Green
Randal Karl Engelbrecht
PHILIP J MCEVOY
Kirk Howard Dougherty
Bradley Dufrane
Michael Conley
NANCY WOOLVER
JONATHAN JOSEPH SPACHER
JOHN PAUL HARNISH
Alyssa Victoria Girod
Martha Elizabeth Jesse
DANIEL NORRIS JONES
JARED HAIMS
RICHARD THOMAS BENTLEY
DEAN MATTHEW HUTCHINSON
BRIAN SCOTT ROES
ANDREW XIAN WONG
ANDREA MARIE ELLS
BENJAMIN WILLIAM OWENS
Robert Wiley Gwynn
ANGELA M BABCOCK
Alan David Deuel
Nick J Twentyfive
DAVID FOOTE GWYNN
RICHARD ALLEN WALKER
Aletha Marie Steehler
Peter L Newman
Daniel F Antocicco
DANIEL J HARE
Megan Horvat

Within 25 miles of Victor, NY, Best Investors lists 173 registered investment advisory firms with 467 offices nearby, managing about $15.0T in combined regulatory AUM across 3,141,857 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 Victor

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM