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Best financial advisors in Cross Lake, NY

Registered advisers within 25 miles of Cross Lake, NY.

Offices
231
Firms
91
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,448 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
MARCELLUS CAPITAL MANAGEMENT, LLC
ARMORY SQUARE VENTURES MANAGER, LLC
INDEPENDENT FINANCIAL PARTNERS
DJPUFF ADVISORS GROUP, INC.

Investors

TINA LOUISE SOLOMON
ANTHONY FISHER
MICHAEL R ADAMS
RUTH BANEGAS
DANIEL LEE MICHEL
JULIE LYNN CARR
Scott Richard Northrup
Peter Bertone
Neil Pecka
SEAN R BECKER
Brian Clifford
JEREMY MICHAEL WOOD
DOMTILLA NERI
ANDREW BARTHOLOMEW
Daniel R Figueiredo
DOUGLAS EDGAR HILL
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
ANDREW ANTHONY CAMBRIA
PAUL F TORRISI
PAUL GREGORY DERRICK
Caitlin Davies Campbell
DANA SUZANNE DERRICK
JEFFREY D MORO
Samuel J Vasile
JEFFREY JOSEPH LAMARCA
R. MICHAEL RIENHARDT
RANDY D CORL
BENJAMIN PIERCE STROH
Rowena Ilag-Ferguson
HEATHER LEE SULLIVAN
SHELLY ANN TRYTEK TERZOLO
Matthew Kelsey
MICHAEL FREEMAN SHERIDAN
MATTHEW JOSEPH PFEIFFER
ALBINA BALKIC
James D Keller

Within 25 miles of Cross Lake, NY, Best Investors lists 91 registered investment advisory firms with 231 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,448 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 Cross Lake

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM