Best Investors Account Sign in

Best financial advisors in BANKSVILLE, NY

Registered advisers within 25 miles of BANKSVILLE, NY.

Offices
1,650
Firms
920
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,250,349 clients when Item 5C has a number
Avg / client
$6.72M
Combined AUM ÷ clients

Nearby offices

Firms

GRANDVIEW PROPERTY PARTNERS, LLC
ACCELFOODS PARTNERS, LLC
AF VENTURES
WELLS FARGO CLEARING SERVICES, LLC
AETHEL CAPITAL MANAGEMENT
TRIDENT ADVANTAGE GROUP, LLC
VIKING GLOBAL INVESTORS LP
UBS FINANCIAL SERVICES INC.
CITIZENS SECURITIES, INC.
SCHOLTZ & COMPANY, LLC
TRIVENI CAPITAL INVESTMENTS LP
RJA ASSET MANAGEMENT LLC
WOLF HILL CAPITAL MANAGEMENT, LP
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
AMULET CAPITAL PARTNERS, L.P.
GREENBRIAR EQUITY GROUP
ARISTEIA CAPITAL, LLC

Investors

FRANCIS JULIAN TIGANI
MATTHEW L BARRETO
TERRENCE J DUFFY
MARY ANN HINTZ
ADAM CARL ELGERT
WILLIAM RICHARD ZELTNER
CHRISTOPHER MICHAEL BARDWELL
CHRIS N TESTANI
MICHAEL ANTHONY TUTINO
MARK WILLIAM NASO
CHRISTOPHER JOHN JEWELL
KARO LOKMANYAN
LAUREN N URBANSKI
JOHN HENRY BACHUL
STANLEY CARL WEEKS
Kenneth Tapley Sheresky
JOHN STEPHAN JEE
JEFFREY C SAMSEN
VINCENT JOHN FIORENTINO
EUGENIA MICELI
JENNIFER K MAHER
COOPER BUESKING MILLEDGE
ERIC WILLIAM LUTZ
ALLEN PHELPS LOVEJOY
STEVEN ROBERT SHERESKY
JEFFREY LLOYD SHERESKY
JEANNINE ELIZABETH BARLOTTA
JAMES J JOSEPH HARTIGAN
DEREK J JOHN THOMPSON
KEVIN M KNISLEY
Nicholas Sinchak
NICOLE CHRISTINE INNARELLI
ELIZABETH ANNE MAHR
WILLIAM COURTNEY GOURD
MATTHEW PATRICK TERRY
ANDREW BRADFORD SHANTZ
PHILLIP HARRISON BLAIR
DAVID F. BALL
PRESCOTT ROMEYN
MELISSA FRAINE SPOHN
BRANDON KEVIN MARTY
SARAH T PETRONE
Francis James Nuzzolo
Kathleen Mcelaney
EDWARD MICHAEL BRENNAN
FREDERICK RUSSELL HAHN
SUSAN AMY HOWARD
TERESA ANNETTE JACOBSEN
SANDRA LEE BRIGHT
BRIAN EDMUND BELAK
MICHAEL D. DOLAN HENDERSON
CHARLES H DULLEA
DAVID HUNTER PRIEBE
GREGORY DANIEL MERRILL
JAMES P SHANTZ
LORETTA LANG FINCK
SUSAN S BORDASH
MATTHEW ROBERT KLEIN
ASHLEY NICHOLE KAISER
Daniel Trevor Ingraldi
Jaquelyn Rose Mantione
GREGORY DAYTON MILLER
ROBERT JOSEPH LENIHAN
KATHLEEN M FERRARO
BRETT COLTMAN
ANDREA H ANDERSON
JOHN E DOLCE
FRANK JOSEPH LOCKWOOD
Danielle Andrea Fujioka
JOHN ROBERT DOYLE
ROSS JOSEPH LICERO
LAURIE ANN PALLAS
LUZ M GOMEZ
NICOLE MASEY AYUB
JOHN RAYBURN CULLINANE
Alexis Zona
MICHAEL GEORGE MARTINEZ
Harris Grodin
JENNIFER CULP
MONICA A MCCARTAN
ALEXANDRA IDA SALVATORE
PAUL TODD BARNABY
CARL HENRY SCHOLTZ
PETER DWIGHT SCHOLTZ

Within 25 miles of BANKSVILLE, NY, Best Investors lists 920 registered investment advisory firms with 1,650 offices nearby, managing about $21.9T in combined regulatory AUM across 3,250,349 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 BANKSVILLE

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM