Best financial advisors in Barker, NY

Registered advisers within 25 miles of Barker, NY.

Offices

42

Firms

18

Combined AUM

$3.77T

Firm-wide filings, not assets booked only here

Clients

705K

704,944 clients when Item 5C has a number

Avg / client

$5.34M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

15 MAIN STREET
MIDDLEPORT, NY 14105

CETERA INVESTMENT ADVISERS LLC

11075 WEST CENTER STREET EXT
MEDINA, NY 14103

EDWARD JONES

3976 LOCKPORT OLCOTT RD STE B
LOCKPORT, NY 14094-1133

10.6 miles away

KEY INVESTMENT SERVICES LLC

514 Main Street
Medina, NY 14103

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

11297 MAPLE RIDGE RD
Medina, NY 14103

11.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

389 Davison Rd
Lockport, NY 14094

13.2 miles away

EDWARD JONES

389 DAVISON RD SUITE B
LOCKPORT, NY 14094-4003

13.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

271 East Ave
Lockpor, NY 14094

13.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

247 East Ave
Lockport, NY 14094

13.2 miles away

LPL FINANCIAL LLC

55 EAST AVENUE
LOCKPORT, NY 14094

13.6 miles away

EQUITABLE ADVISORS, LLC

1 EAST AVENUE
LOCKPORT, NY 14094

13.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

702 Davison Rd
LOCKPORT, NY 14094-5371

13.7 miles away

EDWARD JONES

140 Main Street
Lockport, NY 14094

13.7 miles away

SAUBERAN & COMPANY, LLC

175 WALNUT ST SUITE#2
LOCKPORT, NY 14094

13.8 miles away

MOORS & CABOT, INC.

744 DAVISON ROAD
LOCKPORT, NY 14094

13.8 miles away

INDEPENDENT FINANCIAL PARTNERS

126 Professional Parkway
Lockport, NY 14094

13.8 miles away

OSAIC WEALTH, INC.

781 Davison Road
LOCKPORT, NY 14094

13.9 miles away

EDWARD JONES

26 A DAVISON COURT
LOCKPORT, NY 14094

13.9 miles away

EAGLE STRATEGIES LLC

6700 LINCOLN AVENUE
LOCKPORT, NY 14094

13.9 miles away

EDWARD JONES

76 WEST AVENUE
LOCKPORT, NY 14094

14.1 miles away

Firms

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

KEY INVESTMENT SERVICES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

SAUBERAN & COMPANY, LLC

MOORS & CABOT, INC.

INDEPENDENT FINANCIAL PARTNERS

EAGLE STRATEGIES LLC

Investors

BROOKE DANIELLE YAISER

SCOTT BRADLEY SCHICKLING

Eric J Scheffler

Robert John Rice

MARK STEVEN LEWIS

JEFFREY MARTIN SCHERRER

Benjamin McPherson

JOSHUA LOUIS DENT

PHILIP EUGENE RUSSELL

DIANA LUCIA SPARKS MICKEY

GERALD M CALABRESE

TIMOTHY ARTHUR RIEMER

JANET KAY SLACK

Kenneth Earl Fisher

CHARLES KEITH SAUBERAN

ERIK ALLEN O'KEEFE

MARK ANDREW BURR

CHRISTOPHER HAICK

DANIEL PAUL STOLL

Thomas K. Dalton

Within 25 miles of Barker, NY, Best Investors lists 18 registered investment advisory firms with 42 offices nearby, managing about $3.77T in combined regulatory AUM across 704,944 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 Barker

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM