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Best financial advisors in Watertown, NY

Registered advisers within 25 miles of Watertown, NY.

Offices
28
Firms
18
Combined AUM
$3.94T
Firm-wide filings, not assets booked only here
Clients
862K
862,194 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
FIRST COMMAND ADVISORY SERVICES
HIGHTOWER ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
COMMONWEALTH FINANCIAL NETWORK
BULL HARBOR CAPITAL LLC.
AMERITAS ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

COLLEEN ANNE O'SHAUGHNESSY
PHILIP JOHN SPRAGUE
ADAM THOMAS LARSEN
MICHAEL WILLIAM CROWLEY
PAMELA JEAN HALLORAN
Andrew B Parisian
WILLIAM COUCH
JULIAN MICHAEL ALTERI
ERIC DELAGARZA
GREGORY COUCH
Brandi N Reese
Karyn Cordero Carbone
Dorothy Grippin
Jeremy Mathew Miller
Michael Jeffrey Nevills
Andrew Wellington Walseman
SHANE HARRISON SIMSER
HEATHER LEIGH CLEMENT
NICO ANTHONY MORGIA
JOSEPH EDWARD COSMO
CLIFFORD RONALD DAVIS
PHILLIP JOHN BANAZEK
MICHAEL ANTHONY MORGIA
FRANCIS E MURPHY
Maria Ellena Marcellus
Bryan Wyckoff
DOUGLAS DAIN DIER
GEORGE HARRISON SIMSER
SEAN MICHAEL RYAN
CYRIL MOUAIKEL
WILLIAM J. TREMONT
Mikayla Cipullo
DONALD CHARLES MUSNICKI
PATRICK ALLEN SIGNOR
JOHN RUSSELL NUBER
ANTHONY RICHARD SURBER
JANET MARIE SEARS
Christine M Hardy
Laurie Jean Podvin
JEFFRY J WELDON
Carolyn D Weldon
Hayden Clark Freeman
KIM GERALD ALLEN
Coltan Kaiser Goodwine
NEIL CLARK FREEMAN
JOSEPH M BUTLER
BRENT VICTOR SANFORD

Within 25 miles of Watertown, NY, Best Investors lists 18 registered investment advisory firms with 28 offices nearby, managing about $3.94T in combined regulatory AUM across 862,194 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 Watertown

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 HIGHTOWER ADVISORS, LLC 500 clients · 1,088 advisers $199B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM