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Best financial advisors in Clarence Center, NY

Registered advisers within 25 miles of Clarence Center, NY.

Offices
464
Firms
133
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,080,333 clients when Item 5C has a number
Avg / client
$3.94M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
LEVEL FINANCIAL ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PMC WEALTH, LLC
GLOBAL RETIREMENT PARTNERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
HSBC SECURITIES (USA) INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.

Investors

Jason D Danheiser
ANTHONY WILLIAM LEO
KATIE LYNN CATANZARO
Alyssa Nicole Bogardus
ROSANNE MARIE BRAXTON
ELISE FAY MURPHY
STEVEN MARK ELWELL
LUCAS JOHN MOSHIER
ROBERT C MEISSNER
DAVID MICHAEL MANGANO
JAMES WILLIAM DUCLOS
RICHARD DAVID SWANSON
Joseph Masino
SEAN PATRICK HAYDEN
MARK EMERY JOHNSON
DANIEL PETER GHIRSIG
LAURA MARY O'GEEN
Jason S Cohen
ROBERT BRUCE COHEN
Brandon Beckinghausen
STEFAN KIP ASTHEIMER
ANTHONY STEVEN TOMASULA
DAVID RYAN BUSHNELL
Tyler Powell-Kelly
CHRISTINA MARIE NORMAN
ROBERT HENRY COLE
Ryan J Liddell
MICHELLE HATTEN
Jacob Yale Katz
ALAN KENNETH SCHEFF
Christopher Thomas LoTempio
COLIN PATRICK PHOENIX
Brian Zachary Cox
Emma E Mercurio
STEPHANIE LYNN O'DELL
NICOLE M MACDOWELL
Michael J Kaminska
DUSTIN MICHAEL EMERLING
JAYCE J WALLACE
David Lefebre
JEREMY TODD YOLKEN
Alexis Irene Switzer
BRENDA M POKOJOWCZYK-SMITH
Adam J Newman
DAVID HARRY GOLDPENNY

Within 25 miles of Clarence Center, NY, Best Investors lists 133 registered investment advisory firms with 464 offices nearby, managing about $12.1T in combined regulatory AUM across 3,080,333 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 Clarence Center

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM