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Best financial advisors in Bangor, NY

Registered advisers within 25 miles of Bangor, NY.

Offices
6
Firms
6
Combined AUM
$1.55T
Firm-wide filings, not assets booked only here
Clients
323K
322,884 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
KEY INVESTMENT SERVICES LLC

Investors

MATHEW J HASTINGS
NICHOLAS PAUL EELLS
Leah Anne Wheeler
DALE EUGENE KRAMER
Jared William Hollander
JOEL LEON ST HILAIRE
THOMAS JOSEPH LAPAGE
Brian F Henning
Jenna Margaret LePage

Within 25 miles of Bangor, NY, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $1.55T in combined regulatory AUM across 322,884 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 Bangor

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM