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Best financial advisors in Au Sable Forks, NY

Registered advisers within 25 miles of Au Sable Forks, NY.

Offices
28
Firms
16
Combined AUM
$4.86T
Firm-wide filings, not assets booked only here
Clients
547K
546,566 clients when Item 5C has a number
Avg / client
$8.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERCER GLOBAL ADVISORS INC.
EDWARD JONES
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FIORILE & ASSOCIATES, LLC

Investors

DAVID C BROWN
CLARK MILTON FORSTER
STEVEN ANTHONY MAICUS
DAVID PAUL NEEDHAM
Brian Scott Suraf
NICHOLAS PAUL EELLS
GWYNANNE M BISSONETTE
DREW WILLIAM BROWN
JEFFREY WILLIAM KEYES
Christopher Edward Miller
KAILA ELISE KELLEHER
KEVIN MICHAEL BRADY
Brian S Penrose
VASSO DANIEL LAFOREST
Shane Patrick Racette
DEBBY A MELLENGER
ADAM KING
STEPHEN MILLER MCFADDEN
APRIL LYNN BINGEL
ALAN CHARLES DANA
THOMAS C FARNAN
JUSTIN PAUL HOOPER
James David Stinson
Christian Blue
Matthew Henry Theis
Joseph J Brennan
Corbin j Lucy
Bradley M Varner
JOSEPH EDWARD FIORILE
DANIEL A MITCHELL
LOREN SULLIVAN
ADAM W ROBERT

Within 25 miles of Au Sable Forks, NY, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $4.86T in combined regulatory AUM across 546,566 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 Au Sable Forks

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM