Best Investors Account Sign in

Best financial advisors in Allegany, NY

Registered advisers within 25 miles of Allegany, NY.

Offices
24
Firms
12
Combined AUM
$5.18T
Firm-wide filings, not assets booked only here
Clients
893K
893,098 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

AFL ADVISORY GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN PARK CAPITAL LLC
CORNELL CAPITAL HOLDINGS LLC

Investors

JON ROBERT ORCUTT
Timothy L Hall
JOHN JUSTUS IRVING
LUCAS ALAN BURTON
Patrick Michael Hollenbeck
RONALD FRANCIS DAPOLITO
SCOTT CHARLES DERWICK
KELLY CHRISTINE LENT-PAUL
PAULA FOX DERWICK
TERESA LYNN BARIE
STEPHANIE LYNN ALOI
Kaden Joseph Moyer
Troy Matthew Vincent
Aaron Michael Vincent
Dylan Vincent
Nick Lyons
MEGHAN PALUMBO
JILLIAN MARIE PLEAKIS
Sonya C Hirt
VICKY L STEFFENHAGEN
TALLENA NICOLE KALLENBACH
Corey J Haas
TODD RAYMOND ALLEN
PAMELA SUE SHUMWAY
JOHN FREDERICK MCLAUGHLIN
Kady J Weisner
LOUIS JOSEPH PROTO
EILEEN M PROTO
MARK GEORGE HENDRIX
Dana Louis Cornell
Donna Marie Hollenbeck
Courtney Clarke
LINDA KAY MALEY
Sarah Elizabeth Boser
Kyle Kirk
Zachary Steven Woodel
Nathan C Higbie
Joseph Neff

Within 25 miles of Allegany, NY, Best Investors lists 12 registered investment advisory firms with 24 offices nearby, managing about $5.18T in combined regulatory AUM across 893,098 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 Allegany

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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