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Best financial advisors in Cowlesville, NY

Registered advisers within 25 miles of Cowlesville, NY.

Offices
248
Firms
78
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,973,505 clients when Item 5C has a number
Avg / client
$3.71M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.

Investors

Michael R Borowiak
KEVIN JOHN ARNDT
Timothy Lee Talbot
ROBERT CHRIS BENSHADLE
Pamela Jean Rudolph
JON N WAGGONER
MICHAEL CHRISTOPHER RESTIVO
STEPHEN T. HICKS
Michael Battaglia
SHARI LYNN SALIM
DAVID JOHN ZAUNER
EDWARD LISOWSKI
David W Hall
Michael Robert Marsh
ANTHONY VINCENT MANCUSO
Angel Palacios
Dylan Joy
JUDY ANN THOMPSON
MARC A STALEY
RYAN FLORE
Lee L Mulcahy
MARK EARL WOODWARD
Holden Thomas Borrelli
CALVIN JOHN KLEMMER
Michael JOHN Grammatico
John J Riter
MICHAEL ANDREW ANDERSON
Emily LOUISE Marling
OLIVIA ROGERS
CHRISTOPHER CHARLES WHITE
Steven Paul Tufts
Brad B Morgan
SHEVONNE LA'NEY OLMSTEAD
Maxwell Dennis Havens
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
SCOTT ROBERT UEBELHOER
DEAN WESLEY WALDRON
MATTHEW DEAN WALDRON
BRUCE D HYMAN
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
MILENDA SUE KILBY

Within 25 miles of Cowlesville, NY, Best Investors lists 78 registered investment advisory firms with 248 offices nearby, managing about $11.0T in combined regulatory AUM across 2,973,505 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 Cowlesville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM