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Best financial advisors in Witherbee, NY

Registered advisers within 25 miles of Witherbee, NY.

Offices
11
Firms
9
Combined AUM
$2.73T
Firm-wide filings, not assets booked only here
Clients
420K
419,777 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONE DAY IN JULY LLC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL CITIES INVESTMENTS
MARBLE TRAIL ADVISORS
PARLIN ADVISORS LLC
OSAIC WEALTH, INC.

Investors

Aaron Christopher Robertson
WILLIAM FRANK KOSTER
Andrew M Walts
KARINA AVERY TARTE
CLARA JEAN CHARLEBOIS Melendy
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Carrie Foster McDonnell
KENNETH B PARLIN
DREW WILLIAM BROWN
JEFFREY WILLIAM KEYES

Within 25 miles of Witherbee, NY, Best Investors lists 9 registered investment advisory firms with 11 offices nearby, managing about $2.73T in combined regulatory AUM across 419,777 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 Witherbee

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 6 ONE DAY IN JULY LLC 13 advisers $1.36B AUM 7 MARBLE TRAIL ADVISORS 7 clients · 6 advisers $583M AUM 8 CAPITAL CITIES INVESTMENTS 14 advisers $288M AUM