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Best financial advisors in Claryville, NY

Registered advisers within 25 miles of Claryville, NY.

Offices
10
Firms
7
Combined AUM
$879B
Firm-wide filings, not assets booked only here
Clients
210K
210,211 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MILLER HOWARD INVESTMENTS INC
BLACK SEA GOLD ADVISORS LLC
PROSPERA FINANCIAL SERVICES, INC.
LINCOLN INVESTMENT

Investors

CRAIG DALE CRUMP
ALAN BURT GOODMAN
Samantha Loughlin
DANIEL MARK COUSE
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
LORI CHRISTINE SIPOS
LOWELL GLASER MILLER
GABRIEL SAKELLARIDIS
Svetlin Krastev
LINDA JANE BARRIGER
MICHAEL BRUCE LAMONDA

Within 25 miles of Claryville, NY, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $879B in combined regulatory AUM across 210,211 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 Claryville

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 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 5 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 6 MILLER HOWARD INVESTMENTS INC 4 advisers $3.81B AUM 7 BLACK SEA GOLD ADVISORS LLC 2 clients · 1 advisers $17.1M AUM