Financial advisors in Webster, NY

47 match · page 2 of 2

Marianne Tully-Bolton
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Mark Santelli
Financial advisor at Bright Futures Wealth Management, LLC
Bright Futures Wealth Management, LLC · $294.5M AUM
VerifiedFinancial planning
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Matthew Miller
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Matthew Terp
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Kramer
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Michaela Covert
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Patrice Lancelot
Financial advisor at Bright Futures Wealth Management, LLC
Bright Futures Wealth Management, LLC · $294.5M AUM
VerifiedFinancial planning
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Peter Wing
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Richard Marlin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Robert Hayes
Financial advisor at Bright Futures Wealth Management, LLC
Bright Futures Wealth Management, LLC · $294.5M AUM
VerifiedFinancial planning
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Ryan Prine
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Ryan Turbyfill
Financial advisor at Capstone Investment Financial Group, LLC
Capstone Investment Financial Group, LLC · $174.6M AUM
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Sean Miller
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Shane Riley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Steven Vestri
Financial advisor at Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC · $8.29B AUM
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Susan Light
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Troy Gribnau
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Webster, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Webster, NY.

How this list works

Before you hire an advisor in Webster, NY