Best Investors Account Sign in

Best financial advisors in Boyntonville, NY

Registered advisers within 25 miles of Boyntonville, NY.

Offices
153
Firms
67
Combined AUM
$9.25T
Firm-wide filings, not assets booked only here
Clients
2.04M
2,040,485 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

WILLIAMS FINANCIAL, LLC
BENNINGTON FINANCIAL PLANNING GROUP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
EQUITY SERVICES, INC.
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CAMBRIDGE WEALTH MANAGEMENT, LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
FAGAN ASSOCIATES INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Investors

DARYL ANN SPIRKA
Meredith Grace Phippen
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI
BRIAN DONALD MCKENNA
MICHAEL SEAN MCKENNA
DONALD BRIAN MCKENNA
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
Ryley C Gaudreau
STEPHEN CHRISTOPHER SIMMONS
JASON MICHAEL JEFFERS
STEPHEN HOWARD LULLA
MITSUO ELI LOCKROW
JASON CLARK KASTNER
JAMES EDWARD DURAND
ROBERT GEORGE ABEL
JASON ROBERT DOHANEY
SETH A SHEPARD
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
STEVEN EDWARD CHICK
Ellen Jean Bauers
Lori Ann Lennox
Breanna Leigh Lundy
AARON JOSEPH FAGAN
DOUGLAS WILLIAM KEENHOLTS
DENNIS PATRICK FAGAN
Robert Adams
MARISSA LYNN MAIN
DREW JONATHAN PRESCOTT
Christopher Michael Reilly

Within 25 miles of Boyntonville, NY, Best Investors lists 67 registered investment advisory firms with 153 offices nearby, managing about $9.25T in combined regulatory AUM across 2,040,485 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 Boyntonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM