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Best financial advisors in Williamson, NY

Registered advisers within 25 miles of Williamson, NY.

Offices
372
Firms
154
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,934,005 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTHCARE ADVISORY PARTNERS LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LINCOLN INVESTMENT
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC

Investors

Brian T Sisson
Sean M Nellis
Jonathan Edward Wordingham
MARKUS STRAUSS
Adam Jeffrey Casper
Joseph Theodore Amoddio
Reagan Mangos
MARY ELIZABETH ROBERTSON
STEVEN DARREN VESTRI
Ryan Mark Turbyfill
JAMES BRYAN CORNEHLSEN
WILLIAM RAYMOND SIGRIST
Lindsey Ann Simek
Aidan James Schultz
JOEL ROBERT MANESS
JOSEPH STEVEN ALTOBELLI
JOHN F KENDALL
CHRISTOPHER LEE SANTELLI
MICHAEL GEORGE KRAMER
Justin Ryan Vestri
Alexander James Stuver
Richard M. Marlin
CHRISTOPHER MICHAEL ROSS
SHANE PATRICK RILEY
MARYANNE BARCELLONA
Jacob Jin Suk Kocher
DEVON CALDWELL LITTLEFIELD
Matthew David Terp
MICHELE RENE WILCK
BRUCE WILLIAM BOWMAN
Marc Kreuser
Miriam Rebekah Bianchini

Within 25 miles of Williamson, NY, Best Investors lists 154 registered investment advisory firms with 372 offices nearby, managing about $14.8T in combined regulatory AUM across 2,934,005 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 Williamson

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM