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Best financial advisors in Whitney Point, NY

Registered advisers within 25 miles of Whitney Point, NY.

Offices
76
Firms
31
Combined AUM
$8.66T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,174,221 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP
WELLS FARGO CLEARING SERVICES, LLC
TRG CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE ROBERT J. WILKES PLANNING FORUM
EAGLE STRATEGIES LLC
S.E.E.D. PLANNING GROUP, LLC

Investors

Kevin Lee Cooper
JAMES J ROLLO
Justin Michael Sisenstein
LOUIS ANTHONY GUZZETTA
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
ANNETTE LOUISE CONNORS
NORMAN CURTIS BUTTON
CYNTHIA MARIE STOGRAN
KEVIN MICHAEL COUGHLIN
CHRISTOPHER MICHAEL CURRY
JOSEPH MICHAEL CHESNA
GRADY KANE COUGHLIN
MARK WILLIAM SAROKA
GEORGE JOHN GERNER
KEVIN BRADY WITMER
AMY LYNN SMITH
MATTHEW TIMOTHY MEAGHER
FRANK ERHARD KRAMER
HOWARD CHRISTOPHER PALMER
JAMES HARRY MARSHALL
JOHN MICHAEL PAULIN
ROBERT JAMES WILKES
KEVIN JAMES DUKE
FAITH L SIGLER
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi

Within 25 miles of Whitney Point, NY, Best Investors lists 31 registered investment advisory firms with 76 offices nearby, managing about $8.66T in combined regulatory AUM across 1,174,221 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 Whitney Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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