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Best financial advisors in Cherry Valley, NY

Registered advisers within 25 miles of Cherry Valley, NY.

Offices
12
Firms
10
Combined AUM
$1.91T
Firm-wide filings, not assets booked only here
Clients
462K
462,116 clients when Item 5C has a number
Avg / client
$4.14M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
FENIMORE ASSET MANAGEMENT, INC.
LINCOLN INVESTMENT
LIFEMARK SECURITIES CORP.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WEST FINANCIAL PLANNING

Investors

JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
SCOTT ALLEN CURTIS
NERISSA HANLEY
Zachary Bowerman
DAVID CARL VANMETER
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
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
CATHY L CRISTMAN
Luke Lawrence VanMeter
Daniel Paschasius Van Meter
DEREK A MEKA
AUSTIN VANDERHOOF
JONATHAN ANDREW FREDERICKS
DANIEL RAY WEST

Within 25 miles of Cherry Valley, NY, Best Investors lists 10 registered investment advisory firms with 12 offices nearby, managing about $1.91T in combined regulatory AUM across 462,116 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 Cherry Valley

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 FENIMORE ASSET MANAGEMENT, INC. 20 advisers $5.41B AUM