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Best financial advisors in Wolcott, NY

Registered advisers within 25 miles of Wolcott, NY.

Offices
32
Firms
17
Combined AUM
$3.55T
Firm-wide filings, not assets booked only here
Clients
626K
625,883 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

LEIGH BALDWIN & CO., LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
O'HAVER WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

MICHAEL ANTHONY DOUGLASS
Ryan John Brophy
ANDREW JAMES MANGANO
CHRISTIAN TRYGVE-LEE STOUT
Aaron Hausman
JOSEPH TAYLOR O'HAVER
DEVON CALDWELL LITTLEFIELD
BRUCE WILLIAM BOWMAN
Marc Kreuser
MICHELE RENE WILCK
MARY ELIZABETH ROBERTSON
JAMES CAMERON BRANCH CURRIER
CHRISTOPHER NICHOLAS ASSIMON
MICHAEL M DELORME
RANDY LEE ZEIGLER
Sean Gardner
Benjamin Ryan
DAVID DOMINIC MIRABITO
TIFFANY A HOFF
MICHAEL CHARLES HERHOLTZ
JASON SHANNON
Stanley J Cerlanek
STANLEY B. WARNER
Nicholas Barnes
Robert A Rolfe
STEVEN ERIC GOTTLIEB
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
BRIAN DAVID HOPPER

Within 25 miles of Wolcott, NY, Best Investors lists 17 registered investment advisory firms with 32 offices nearby, managing about $3.55T in combined regulatory AUM across 625,883 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 Wolcott

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM