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Best financial advisors in Almond, NY

Registered advisers within 25 miles of Almond, NY.

Offices
12
Firms
7
Combined AUM
$1.57T
Firm-wide filings, not assets booked only here
Clients
313K
312,519 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
ALLWORTH FINANCIAL, L.P.
PRINCIPAL SECURITIES, INC.

Investors

Raymond Auman
Nicholas Kelley
Thomas F Beers
SHAWN FLINT DERRICK
Deborah Catherine Jackson
GERALYN MARIE GOUGH
MATTHEW ADAM STROUP
CHRISTINA M. HAND
Joseph Fox
TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
MARK ERNEST ADAM
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
CURTIS TIMOTHY CORKEY
BENJAMIN EARL HARDY

Within 25 miles of Almond, NY, Best Investors lists 7 registered investment advisory firms with 12 offices nearby, managing about $1.57T in combined regulatory AUM across 312,519 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 Almond

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 BLACKRIDGE ASSET MANAGEMENT, LLC 73 clients · 72 advisers $370M AUM