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Best financial advisors in Dansville, NY

Registered advisers within 25 miles of Dansville, NY.

Offices
16
Firms
9
Combined AUM
$2.49T
Firm-wide filings, not assets booked only here
Clients
321K
320,820 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

ALLWORTH FINANCIAL, L.P.
LPL FINANCIAL LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
HYJC CAPITAL OF WNY
EDWARD JONES
PRINCIPAL SECURITIES, INC.

Investors

TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Joseph Fox
CHRISTINA M. HAND
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
MARK ERNEST ADAM
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
SHAWN MICHAEL BENEDICT
COLLIN JAMES HAWES
Pamela Jean Rudolph
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
Raymond Auman
Nicholas Kelley
Thomas F Beers
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
Leann Hill
ROBERT CHRIS BENSHADLE

Within 25 miles of Dansville, NY, Best Investors lists 9 registered investment advisory firms with 16 offices nearby, managing about $2.49T in combined regulatory AUM across 320,820 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 Dansville

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 BLACKRIDGE ASSET MANAGEMENT, LLC 73 clients · 72 advisers $370M AUM