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Best financial advisors in Wellesley Island, NY

Registered advisers within 25 miles of Wellesley Island, NY.

Offices
20
Firms
15
Combined AUM
$4.27T
Firm-wide filings, not assets booked only here
Clients
865K
865,287 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

BRENT VICTOR SANFORD
MICHAEL LELAND PAVLOT
JEFFRY J WELDON
Carolyn D Weldon
Laurie Jean Podvin
DOUGLAS DAIN DIER
GEORGE HARRISON SIMSER
SEAN MICHAEL RYAN
Hayden Clark Freeman
KIM GERALD ALLEN
Coltan Kaiser Goodwine
NEIL CLARK FREEMAN
Maria Ellena Marcellus
CLIFFORD RONALD DAVIS
Michael Jeffrey Nevills
Andrew Wellington Walseman
FRANCIS E MURPHY
PHILLIP JOHN BANAZEK
MICHAEL ANTHONY MORGIA
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
SHANE HARRISON SIMSER
HEATHER LEIGH CLEMENT
NICO ANTHONY MORGIA
JOSEPH EDWARD COSMO
COLLEEN ANNE O'SHAUGHNESSY
PHILIP JOHN SPRAGUE
ADAM THOMAS LARSEN
Bryan Wyckoff
VERNON GANG

Within 25 miles of Wellesley Island, NY, Best Investors lists 15 registered investment advisory firms with 20 offices nearby, managing about $4.27T in combined regulatory AUM across 865,287 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 Wellesley Island

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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