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Best financial advisors in Aurora, NY

Registered advisers within 25 miles of Aurora, NY.

Offices
61
Firms
33
Combined AUM
$6.88T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,500,667 clients when Item 5C has a number
Avg / client
$2.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GENESEE CAPITAL ADVISORS, LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
PINNACLE INVESTMENTS, LLC
PRINCIPAL SECURITIES, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
MARCELLUS CAPITAL MANAGEMENT, LLC

Investors

Robert Wade Landis
RYAN WINFIELD PINE
MICHAEL CHRISTOPHER HEARN
EARL E PHILLIPS
DANIEL RAYMOND CUDDY
Christopher Wayne Rheaume
WENDY SUE MORASCO
Henry John Sandlas
Gregory F Schmitter
BRIAN DAVID HOPPER
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
CHARLES J SHAW
GILLIAN ELIZABETH DIMORA
SCOTT F HURLBUT
MANDA ADELE LEWIS
Michael Steven Strong
LUCAS C HERRINGTON
COLTON EDWARD HERRINGTON
KYLE EDWARD HERRINGTON
RORDAN LEE HART
Margot Agnes STOTLER
Kevin Szozda
TIMOTHY COREY CARR
Joseph C Hayes
Daniel R Figueiredo
JAMES GORDON DURSO
ANDREW BARTHOLOMEW
DOMTILLA NERI
CLARISSA LEE COOMBS
KEVIN LABOURDETTE
DAVID JAMES LABOURDETTE
RACHEL MARIE WHITTAKER
JEFFREY JOSEPH LAMARCA

Within 25 miles of Aurora, NY, Best Investors lists 33 registered investment advisory firms with 61 offices nearby, managing about $6.88T in combined regulatory AUM across 2,500,667 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 Aurora

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM