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Best financial advisors in Barnerville, NY

Registered advisers within 25 miles of Barnerville, NY.

Offices
30
Firms
15
Combined AUM
$1.83T
Firm-wide filings, not assets booked only here
Clients
782K
782,067 clients when Item 5C has a number
Avg / client
$2.34M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
LPL FINANCIAL LLC
FENIMORE ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KEY INVESTMENT SERVICES LLC
ADIRONDACK RESEARCH & MANAGEMENT INC.
ACACIA GROVE WEALTH MANAGEMENT
NIGHTGALE WEALTH MANAGEMENT LLC

Investors

BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
Zachary Bowerman
DAVID CARL VANMETER
GERARD JOSEPH COLISTRA
NERISSA HANLEY
FREDERICK HERBERT WINKLER
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
Ryan Olsen
DAVID PAUL OLSEN
TIMOTHY JOHN OCHS
Valerie L. Mosher
BRADLEY BONFANTE
MICHAEL John PARKER
GREGORY SCOTT MENGEL
Rachel Jane Portuondo
Grant Mengel
Steven Richard Warren
DAVID LOUIS HAWLEY
KEVIN PATRICK EBERZ
Matthew Joseph Whalen
CHARLES A PALMER
DARREN JAMES LEADER
STEVEN HERWEYER
Joshua Silaika Moraski

Within 25 miles of Barnerville, NY, Best Investors lists 15 registered investment advisory firms with 30 offices nearby, managing about $1.83T in combined regulatory AUM across 782,067 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 Barnerville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM