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Best financial advisors in W Groton, NY

Registered advisers within 25 miles of W Groton, NY.

Offices
40
Firms
25
Combined AUM
$6.61T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,424,015 clients when Item 5C has a number
Avg / client
$2.73M
Combined AUM ÷ clients

Nearby offices

Firms

FINGERLAKES WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
MERRYFIELD BARNES, LLC
CHLOE CAPITAL MANAGER, LLC
CHARLES SCHWAB & CO., INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ANCHOR CAPITAL MANAGEMENT, LLC
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
MARCELLUS CAPITAL MANAGEMENT, LLC

Investors

MELISSA S. VANDERHOOF
SUSAN DEVITT MCCORMICK
KSENIA DMITRIEVNA TRIKOZ
MARSHALL MCCORMICK
KAHLIL ADAMES
ARTHUR M LUSTGARTEN
Tyler Jacob Krowiak
Daniel Harter
ROBERT HUGHES AINSLIE
BROOKE A REILLY
CRISTA GEE
MARISSA L CAREY
James Henry Thomforde
STEVEN D HEADRICK
JEREMY MICHAEL DOWNS
Steven E Cox
WILLIAM LOUIS CURRIE
Timothy G Jennings
PETER DAVID GEORGE
JOHN FRANCIS FABRIZIO
CHARLES WHITNEY BARNES
PETER VITALE
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
ANNE CHRISTINE CHERNISH
PARKER JOSEPH STONE
RAYMOND M O'BANNION
Nathan Melfi
JOHN MICHAEL CORSI
KRIS T YELVERTON
SCOTT F HURLBUT
MANDA ADELE LEWIS
Michael Steven Strong
LUCAS C HERRINGTON
COLTON EDWARD HERRINGTON
KYLE EDWARD HERRINGTON
RORDAN LEE HART
JEFFREY JOSEPH LAMARCA

Within 25 miles of W Groton, NY, Best Investors lists 25 registered investment advisory firms with 40 offices nearby, managing about $6.61T in combined regulatory AUM across 2,424,015 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 W Groton

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM