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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
HIGHTOWER ADVISORS, LLC
GRENDA GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
CAPITAL INSIGHTS GROUP OF WNY, LLC.
WESTERN NEW YORK FINANCIAL GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PROSPERA FINANCIAL SERVICES, INC.
CITIZENS SECURITIES, INC.
LAUNCHNY SEED FUND MANAGEMENT II, LLC
RAYMOND JAMES & ASSOCIATES, INC.
IBIS CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

John R Bannister
MICHAEL WILLIAM HADLEY
DANIEL ANTHONY SPERRAZZA
Paul Kenneth DiNicolantonio
MICHAEL JAMES WAMP
EMIR CULOV
AMELA CULOV
JUSTIN HENRY BADURA
STELLA L FEY
JOSEPH S AHMED
THOMAS S YOUNGMAN
DANIEL ALAN SCHLEIN
JONATHAN J BERUBE
STEPHEN THEDORE CONSTANTINE
GREGORY A AHRENS
EGON BENJAMIN MOLDENHAUER
Emily R Willis
NICHOLAS CHIERA
THOMAS NAPLES
Marion Elizabeth Gray Kelly
PETER T GODIOS
JAMES R FASHANO
SUZANNE M NOVELLI
ROBERT J POWALSKI
DEREK JAMES MALIS
HEATHER Rose SCHULTZ
Chase Czachorowski
BRUCE LEYSHON CARROW
CHRISTOPHER RICHARD CINELLI
BRADEN ROBERT SEMLITSCH
MARK WILLIAM NARBY
MICHAEL ANTHONY AQUINO
MICHAEL RICHARD KAZINSKI
KORY MICHAEL KAZINSKI
KYLE ALEXANDER KAZINSKI
DAVID ARTHUR BROWN
JACKSON DANIEL TARR
Garek Schultz
JAMES EMERY GENDRON
ANNE MARIE PASKER
SEAN F REYNOLDS
BENJAMIN JOHN NICHOLSON
JENNIFER L YORK-WHITBECK
LISA JANE WALSH
CARIN JEAN FREDERICK
Matthew Joseph Makowski
Anthony R Cirocco
JARED MICHAEL SMITH
James Robert Orzech
Michael Jonathan Skrzypczyk
Matthew James Francis
Michael John Emser
Kristina A Trybus
JONATHAN E PLAIL
Carolyn Ann Daigler
James Patrick O'Neill
Thomas John Domin
Lacey Ann Dale
Christopher William Campbell
JEFFREY MICHAEL BUDZINSKI
NICHOLAS CHRISTOPHER BECKMAN
CLAIRE M MCNAMARA
DOUGLAS PAUL SOSNOWSKI
SARA MAGILL DAYTON
BRIAN KERN
TIMOTHY JAMES BUBAR
MICHE COLLEEN NEEDHAM
JONATHAN LEE ROLLER
Austin Michael Robare
MICHAEL CIANCIOSA

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