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Best financial advisors in Cleaver, NY

Registered advisers within 25 miles of Cleaver, NY.

Offices
11
Firms
9
Combined AUM
$4.55T
Firm-wide filings, not assets booked only here
Clients
673K
673,210 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
EDWARD JONES
&PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
VICUS CAPITAL, INC.

Investors

MATTHEW DAVID CAMPBELL
Christopher Langford
ROSE ANN SMITH
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
NEAL KULIN MILLER
KEVIN LEMIER CORKERY
Zachary Daniel Brown
Kyle Bennett Velte
BRENT A PATRY
EDWARD JOHN CURLEY
JODY ANGELLOTTI
John Matthew Cook
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
AARON MARK SODEN

Within 25 miles of Cleaver, NY, Best Investors lists 9 registered investment advisory firms with 11 offices nearby, managing about $4.55T in combined regulatory AUM across 673,210 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 Cleaver

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 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 &PARTNERS 535 advisers $30.3B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM