Best financial advisors in Byron, NY

Registered advisers within 25 miles of Byron, NY.

Offices

177

Firms

67

Combined AUM

$8.01T

Firm-wide filings, not assets booked only here

Clients

1.25M

1,245,153 clients when Item 5C has a number

Avg / client

$6.44M

Combined AUM ÷ clients

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

LPL FINANCIAL LLC

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

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

LPL FINANCIAL LLC

6670 FOURTH SECTION RD
BROCKPORT, NY 14420-2448

EDWARD JONES

4756 Lake Road
Brockport, NY 14420

10.1 miles away

KEY INVESTMENT SERVICES LLC

4707 LAKE ROAD SOUTH
BROCKPORT, NY 14420

10.2 miles away

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

10.6 miles away

J.P. MORGAN SECURITIES LLC

66 MAIN STREET
BROCKPORT, NY 14420

11.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

29 Clinton St
Brockport, NY 14420

11.1 miles away

EDWARD JONES

4370 Buffalo Road
North Chili, NY 14514

13.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

409 S Union St
Spencerport, NY 14559-1975

14.9 miles away

LPL FINANCIAL LLC

117 S UNION ST SUITE 1
SPENCERPORT, NY 14559

15.3 miles away

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

COMMONWEALTH FINANCIAL NETWORK

PRINCIPAL SECURITIES, INC.

EQUITABLE ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

MARK EARL WOODWARD

Holden Thomas Borrelli

JUDY ANN THOMPSON

ANTHONY VINCENT MANCUSO

Michael Robert Marsh

EDWARD LISOWSKI

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

BENJAMIN D GEIST

Jessica Rey Burris

ISABELLA TESS FOLTYNIAK

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

NORMAND RICHARD FLUET

MILENDA SUE KILBY

Rudy Allan Diedreck

Dominic Jon Agostini

SIMON ERIC JOHN DEVENISH

Within 25 miles of Byron, NY, Best Investors lists 67 registered investment advisory firms with 177 offices nearby, managing about $8.01T in combined regulatory AUM across 1,245,153 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 Byron

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM