Best financial advisors in Batavia, NY

Registered advisers within 25 miles of Batavia, NY.

Offices

111

Firms

43

Combined AUM

$7.26T

Firm-wide filings, not assets booked only here

Clients

2.51M

2,505,834 clients when Item 5C has a number

Avg / client

$2.90M

Combined AUM ÷ clients

Nearby offices

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

11157 Alexander Rd
Attica, NY 14011

LPL FINANCIAL LLC

2319 STATE RT 19 N
WARSAW, NY 14569

16.5 miles away

PRINCIPAL SECURITIES, INC.

2330 N MAIN ST
WARSAW, NY 14569

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

11297 MAPLE RIDGE RD
Medina, NY 14103

17.2 miles away

KEY INVESTMENT SERVICES LLC

514 Main Street
Medina, NY 14103

17.8 miles away

CETERA INVESTMENT ADVISERS LLC

11075 WEST CENTER STREET EXT
MEDINA, NY 14103

18.3 miles away

LPL FINANCIAL LLC

10614 MAIN STREET
CLARENCE, NY 14031-1619

19.2 miles away

LPL FINANCIAL LLC

6670 FOURTH SECTION RD
BROCKPORT, NY 14420-2448

19.3 miles away

Firms

PRINCIPAL SECURITIES, INC.

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

LPL ENTERPRISE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

Investors

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

EDWARD LISOWSKI

Michael Robert Marsh

ANTHONY VINCENT MANCUSO

JUDY ANN THOMPSON

MARK EARL WOODWARD

Holden Thomas Borrelli

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

Michael R Borowiak

KEVIN JOHN ARNDT

Timothy Lee Talbot

Pamela Jean Rudolph

ROBERT CHRIS BENSHADLE

MARK STEVEN LEWIS

Robert John Rice

SCOTT BRADLEY SCHICKLING

LAURA MARY O'GEEN

BENJAMIN D GEIST

Within 25 miles of Batavia, NY, Best Investors lists 43 registered investment advisory firms with 111 offices nearby, managing about $7.26T in combined regulatory AUM across 2,505,834 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 Batavia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM