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Best financial advisors in Apex, NY

Registered advisers within 25 miles of Apex, NY.

Offices
5
Firms
4
Combined AUM
$860B
Firm-wide filings, not assets booked only here
Clients
222K
222,034 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

VICUS CAPITAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC

Investors

AARON MARK SODEN
ROSE ANN SMITH
MATTHEW DAVID CAMPBELL
Christopher Langford
RAYMOND MICHAEL SARAVITZ
RICHARD W LEET

Within 25 miles of Apex, NY, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $860B in combined regulatory AUM across 222,034 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 Apex

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 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM