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Best financial advisors in Delevan, NY

Registered advisers within 25 miles of Delevan, NY.

Offices
48
Firms
30
Combined AUM
$8.47T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,486,876 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

SILVER GROVE ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
PARK AVENUE SECURITIES LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
FINISH LINE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
MAIN LINE CAPITAL MANAGEMENT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY

Investors

ANDREW JAMES SWARTWOUT
DOUGLAS WILLIAM LAFAY
Craig D LaFay
JAMES ROBERT MERENICK
JENNIFER LYNN WARREN
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
SCOTT ROBERT UEBELHOER
BRUCE D HYMAN
James Kenyon Anderson
Timothy Ebsary
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD
Michael Patrick Donahue
John R Donnelly
NICHOLAS STEPHEN DIRIENZO
DARYL MATTHEW OAR
Richard Joseph Hulburd
Yanina Hart
RICHARD NORMAN ANDERSEN
Tucker T Hanson
JENNIFER MARIE LOPEZ
MARK JOSEPH STEVENS
DAVID RAYMOND STROMECKI
JOHN LOUIS LICATA
JAMES FREDERICK JOSEPH
THOMAS G ROBERTSON
LISY PENA
JAMES MICHAEL SANDS

Within 25 miles of Delevan, NY, Best Investors lists 30 registered investment advisory firms with 48 offices nearby, managing about $8.47T in combined regulatory AUM across 1,486,876 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 Delevan

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM