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Best financial advisors in West Fulton, NY

Registered advisers within 25 miles of West Fulton, NY.

Offices
7
Firms
5
Combined AUM
$985B
Firm-wide filings, not assets booked only here
Clients
279K
279,016 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LINCOLN INVESTMENT
FENIMORE ASSET MANAGEMENT, INC.
JTM WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

SEAN P MCALLISTER
LEO THOMAS MCALLISTER
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
PETER BART POCHILY
JOHN THOMAS MOSS
GEORGE STEVE TELLES
ERIK DAMERS

Within 25 miles of West Fulton, NY, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $985B in combined regulatory AUM across 279,016 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 West Fulton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 4 FENIMORE ASSET MANAGEMENT, INC. 20 advisers $5.41B AUM 5 JTM WEALTH MANAGEMENT, INC. 6 clients · 1 advisers $24.9M AUM