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Best financial advisors in Conquest, NY

Registered advisers within 25 miles of Conquest, NY.

Offices
108
Firms
48
Combined AUM
$7.92T
Firm-wide filings, not assets booked only here
Clients
1.60M
1,599,298 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
PINNACLE INVESTMENTS, LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
GENESEE CAPITAL ADVISORS, LLC
MARCELLUS CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
ARMORY SQUARE VENTURES MANAGER, LLC

Investors

DOMTILLA NERI
ANDREW BARTHOLOMEW
Daniel R Figueiredo
Margot Agnes STOTLER
Kevin Szozda
TIMOTHY COREY CARR
CHARLES J SHAW
GILLIAN ELIZABETH DIMORA
WENDY SUE MORASCO
Christopher Wayne Rheaume
DANIEL RAYMOND CUDDY
EARL E PHILLIPS
RYAN WINFIELD PINE
MICHAEL CHRISTOPHER HEARN
DOUGLAS EDGAR HILL
JEFFREY JOSEPH LAMARCA
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
Henry John Sandlas
Gregory F Schmitter
BRIAN DAVID HOPPER
Jessica Beatriz Jimenez Wharton
DWIGHT WILLIAM WINKELMAN
JAMES MONTGOMERY GREGG
RANDALL JAY POWERS
Nicolette M Fiermonte
David Gerard Powers
Patrick Dylan Buckley
FREDERICK CHARLES SHIBEL
DANIEL WILLIAM WRIGHT
PAUL F TORRISI
PAUL GREGORY DERRICK
Caitlin Davies Campbell
DANA SUZANNE DERRICK
JEFFREY D MORO
Samuel J Vasile
Ryan John Brophy

Within 25 miles of Conquest, NY, Best Investors lists 48 registered investment advisory firms with 108 offices nearby, managing about $7.92T in combined regulatory AUM across 1,599,298 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 Conquest

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM