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Best financial advisors in Andes, NY

Registered advisers within 25 miles of Andes, NY.

Offices
4
Firms
4
Combined AUM
$866B
Firm-wide filings, not assets booked only here
Clients
222K
221,718 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC

Investors

PETER BART POCHILY
CRAIG DALE CRUMP
ALAN BURT GOODMAN
Samantha Loughlin
MATTHEW DAVID CAMPBELL
Christopher Langford

Within 25 miles of Andes, NY, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $866B in combined regulatory AUM across 221,718 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 Andes

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 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM