Best financial advisors in Ava, NY

Registered advisers within 25 miles of Ava, NY.

Offices

70

Firms

40

Combined AUM

$8.59T

Firm-wide filings, not assets booked only here

Clients

1.63M

1,633,061 clients when Item 5C has a number

Avg / client

$5.26M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

8606 TURIN ROAD
ROME, NY 13440

LPL ENTERPRISE, LLC

7786 TURIN ROAD
ROME, NY 13440

LPL FINANCIAL LLC

1916 BLACK RIVER BLVD
ROME, NY 13440

KEY INVESTMENT SERVICES LLC

1725 Black River Blvd
Rome, NY 13440

STATE FARM INVESTMENT MANAGEMENT CORP.

834 Black River Blvd
Rome, NY 13440

10.3 miles away

PFS INVESTMENTS INC.

503 N GEORGE ST
ROME, NY 13440

10.4 miles away

STRATEGIC FINANCIAL SERVICES

1320 Floyd Avenue
Rome, NY 13440

10.4 miles away

LPL FINANCIAL LLC

231 HILL RD
ROME, NY 13441

10.5 miles away

BIRCH WEALTH MANAGEMENT

205 W. COURT ST.
ROME, NY 13440

10.6 miles away

LPL ENTERPRISE, LLC

214 N WASHINGTON STREET
ROME, NY 13440

10.6 miles away

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Roma, NY 13440

10.7 miles away

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Rome, NY 13440

10.7 miles away

EQUITABLE ADVISORS, LLC

8001 STATE ROUTE 12
BARNEVELD, NY 13304

16.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

7070 Murphy Rd.
Port Leyden, NY 13433

LPL FINANCIAL LLC

4116 CENTER ST
LYON FALLS, NY 13368

18.2 miles away

AMERITAS ADVISORY SERVICES, LLC

214 ORISKANY BLVD
WHITESBORO, NY 13492

18.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

19.1 miles away

LPL FINANCIAL LLC

131 ORISKANY BLVD
WHITESBORO, NY 13492

19.2 miles away

PFS INVESTMENTS INC.

10 Main Street Ste 101
Whitesboro, NY 13492

19.6 miles away

LPL FINANCIAL LLC

7920 STATE ROUTE 5, SUITE 2
CLINTON, NY 13323

20.4 miles away

Firms

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

KEY INVESTMENT SERVICES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

STRATEGIC FINANCIAL SERVICES

BIRCH WEALTH MANAGEMENT

BELPOINTE ASSET MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERITAS ADVISORY SERVICES, LLC

Investors

DANIEL GUY DEBLOIS

MARK DAVID VACCA

JOHN GEORGE SLIFKA

JOSEPH DOMINICK MAZZAFERRO

DAVID MARK WATERS

RAYMOND ANTHONY ACOSTA

Joseph A Alnutt

STEVEN EUGENE JARVIS

MICHELLE LEE SHAUGER

SHAWN E WILLIAMS

Gregory Allen Mattacola

Benjamin D Petell

Brianna Morgan Komondor

IRIS LEE BUCZKOWSKI

RICHARD JAMES PRESKY

Bryan Gifford McCormick

WILLIAM GIFFORD MCCORMICK

RICHARD F HAZARD

TIMOTHY FRANCIS FRASER

DAVID HUNTER O'NEIL

DANIEL CLAUDE ORCUTT

STUART RUSSELL BROOKS

JAY MICHAEL SCIENZA

DIANE LYNN KINGSLEY

GRAHAM WILLIAM NELSON

SCHUYLER B DOMBROSKE

ALLISON ANNE MAJOR

MICHAEL JOSEPH HENNESSY

Within 25 miles of Ava, NY, Best Investors lists 40 registered investment advisory firms with 70 offices nearby, managing about $8.59T in combined regulatory AUM across 1,633,061 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 Ava

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM