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Best financial advisors in Angola, NY

Registered advisers within 25 miles of Angola, NY.

Offices
192
Firms
76
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,703,555 clients when Item 5C has a number
Avg / client
$6.55M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
NOTE ADVISORS, LLC
SAPERSTON LEGACY ADVISORS, INC.
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Amee Sue Wright
Anthony J. Alleca
THERESA MARIE SMITH
ANGELA MARIE HALL
KRISTINA LYNN SAPERSTON
JAMES GORDON TAYLOR
DAVID MARK BRAUNSTEIN
WILLARD BASCH SAPERSTON
RICHARD A. CAMPBELL
JAMES HENRY EISEMAN
ANDREW W KELLEY
Thomas Shant Yokum
Joshua Robert Haueise
Kevin C Birt
RONALD JOHN YOVIENE
MICHAEL ANTHONY CAPOZZI
Robert A Lucarelli
Patrick Michael Gardner
PATRICIA ANN SARGENT
Liam Davis
James Richard Coupe
JOSEPH M. GUNNING
MICHAEL DAVID SILKOWSKI
Tyler Marriott-Wells
JOSEPH PATRICK ROSS
DAVID HIRSCHBINE
Aaron S Cohen
RICHARD NORMAN ANDERSEN
JAMES GREGORY GOUPIL
GEORGE KOSTOV BIDJOV
JENNIFER LYNN WARREN

Within 25 miles of Angola, NY, Best Investors lists 76 registered investment advisory firms with 192 offices nearby, managing about $11.2T in combined regulatory AUM across 1,703,555 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 Angola

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM