Best financial advisors in Dale, NY

Registered advisers within 25 miles of Dale, NY.

Offices

45

Firms

24

Combined AUM

$6.19T

Firm-wide filings, not assets booked only here

Clients

1.25M

1,246,869 clients when Item 5C has a number

Avg / client

$4.96M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

11157 Alexander Rd
Attica, NY 14011

LPL FINANCIAL LLC

2319 STATE RT 19 N
WARSAW, NY 14569

PRINCIPAL SECURITIES, INC.

2330 N MAIN ST
WARSAW, NY 14569

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

10.1 miles away

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

10.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

10.1 miles away

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

10.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

10.1 miles away

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

10.1 miles away

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

10.7 miles away

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

11.3 miles away

OSAIC WEALTH, INC.

199 S MAIN STREET
PERRY, NY 14530

12.7 miles away

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

MML INVESTORS SERVICES, LLC

81 Main St
Mount Morris, NY 14510

17.5 miles away

CETERA INVESTMENT ADVISERS LLC

112 MAIN STREET
MOUNT MORRIS, NY 14510

17.6 miles away

LPL FINANCIAL LLC

4218 LAKEVILLE ROAD
GENESEO, NY 14454

19.7 miles away

LPL FINANCIAL LLC

22 RYAN DRIVE
GENESEO, NY 14454

19.9 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

EQUITABLE ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL ENTERPRISE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

Investors

Michael R Borowiak

KEVIN JOHN ARNDT

Timothy Lee Talbot

Pamela Jean Rudolph

ROBERT CHRIS BENSHADLE

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

JUDY ANN THOMPSON

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

MARK EARL WOODWARD

Holden Thomas Borrelli

Michael Robert Marsh

ANTHONY VINCENT MANCUSO

EDWARD LISOWSKI

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

DAVID ARRON YOUNIS

Aimee Cristine Berkemeier

HEATH Nicholas HENDRICKSON

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

CAROLYN ANN PHILLIPS

Paul Calvin Deagle

SHAWN MICHAEL BENEDICT

COLLIN JAMES HAWES

Within 25 miles of Dale, NY, Best Investors lists 24 registered investment advisory firms with 45 offices nearby, managing about $6.19T in combined regulatory AUM across 1,246,869 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 Dale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM