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Best financial advisors in Amherst, NY

Registered advisers within 25 miles of Amherst, NY.

Offices
477
Firms
140
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,133,602 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
LEVEL FINANCIAL ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HIGHTOWER ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
FLORIAN FINANCIAL GROUP LLC
HSBC SECURITIES (USA) INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
WNY ASSET MANAGEMENT, LLC
EDELMAN FINANCIAL ENGINES
OGOREK WEALTH MANAGEMENT, LLC

Investors

Jason D Danheiser
ANTHONY WILLIAM LEO
KATIE LYNN CATANZARO
Alyssa Nicole Bogardus
ROSANNE MARIE BRAXTON
ELISE FAY MURPHY
STEVEN MARK ELWELL
LUCAS JOHN MOSHIER
SEAN PATRICK HAYDEN
Alexis Irene Switzer
BRENDA M POKOJOWCZYK-SMITH
Bogdana Sokolov
ROBERT C MEISSNER
DAVID MICHAEL MANGANO
JAMES WILLIAM DUCLOS
RICHARD DAVID SWANSON
Joseph Masino
GAIL E TESTA-ROMANO
JOSHUA LOUIS HINSCH
Tyler Powell-Kelly
DEREK LYNN BOCK
THOMAS DANTE VOLPINI
Mario James Albert
DOUGLAS BAKER LITTLEWOOD
TYLER ADAM SCHMITT
Christopher Thomas LoTempio
COLIN PATRICK PHOENIX
Brian Zachary Cox
Emma E Mercurio
ROBERT MICHAEL FLORIAN
JEFFREY MICHAEL MAY
STEPHANIE LYNN O'DELL
NICOLE M MACDOWELL
JEREMY TODD YOLKEN
DUANE MYERAN PUSCH
DAVID VINCENT CHUA
MICHAEL JAMES MEHLTRETTER
Jacob Andrew Denz
Joshua Denz
Nicholas Ljiljanich
CHRISTOPHER WILLIAM MORIBELLA
THOMAS MICHAEL PONTRELLO
LEE ALBERT KROENING
FRANK RAYMOND PELOSI
JAMES LOUIS CECCHINI
JAMES HOWARD MILLER
RICHARD JAMES TELFAIR
THOMAS DUGAN
MARC ANTHONY PANARO
JEFFREY MICHAEL KNEY
COREY MATHEW MALSTROM
JASON R CAMPBELL
MICHAEL ERNEST CONSTANTINO
NICHOLAS THOMAS CONSTANTINO
RYAN ANTHONY DEPPAS
MATTHEW JOSEPH MULLIN
Austin Brooks Willison
Nicholas Thomas Pontrello
JEFFREY MICHAEL OTT
JOHN MARK SCIOLI
CHRISTOPHER HENRY ELIAS
TIMOTHY KELLY MCKILLEN
Markus Williams
MICHAEL SALVATORE CONSTANTINO
WILLIAM LEO TEPAS
MICHAEL JOHN DILULLO
DONALD DOMINE TIBURZI
JEFFREY DAVID KNEY
MARK WILLIAM CONOMOS
STEPHEN RICHARD CZECHOWSKI
RONALD ROBERT KOTAS
MICHAEL GLOWNY
Daniel Gartland
Colden J. Repka
Patrick Jerome Collins
DIANE MARY KAZAK
EUGENE PAUL O'CONNOR
LEONARD JOHN ZABLONSKI
JOSEPH CARL MINEO
ROBERT A. CASTIGLIONE
JOHN ANTHONY PIERONI
Laureen Syta
STEVEN SANDERS
NICHOLAS M SCIBILIA
William D. Mistretta
Judy Marie Sescil
ZACHARY D SHROYER
RONALD MARC LOJACONO
DAVID D JAROSZ
DEBRA ANN BROWN
Anthony Gene Vecera
Paige Taylor Lunghino
KEVIN MICHAEL MOHR
RAYMOND ANDREW CARTER
THAD BOROWIAK
JEFFREY HAROLD VIKSJO
ANTHONY JOSEPH OGOREK

Within 25 miles of Amherst, NY, Best Investors lists 140 registered investment advisory firms with 477 offices nearby, managing about $13.6T in combined regulatory AUM across 3,133,602 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 Amherst

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM