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Best financial advisors in Derby, NY

Registered advisers within 25 miles of Derby, NY.

Offices
388
Firms
124
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,115,234 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KEY INVESTMENT SERVICES LLC
NOTE ADVISORS, LLC
EQUITABLE ADVISORS, LLC
SAPERSTON LEGACY ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MOLDENHAUER & ASSOCIATES

Investors

Anthony J. Alleca
THERESA MARIE SMITH
ANGELA MARIE HALL
RICHARD A. CAMPBELL
KRISTINA LYNN SAPERSTON
JAMES GORDON TAYLOR
DAVID MARK BRAUNSTEIN
WILLARD BASCH SAPERSTON
Joshua Robert Haueise
Kevin C Birt
RONALD JOHN YOVIENE
Robert A Lucarelli
Patrick Michael Gardner
JAMES HENRY EISEMAN
ANDREW W KELLEY
Thomas Shant Yokum
MICHAEL ANTHONY CAPOZZI
JAMES GREGORY GOUPIL
GEORGE KOSTOV BIDJOV
PATRICIA ANN SARGENT
Liam Davis
James Richard Coupe
JOSEPH M. GUNNING
MICHAEL DAVID SILKOWSKI
Tyler Marriott-Wells
JOSEPH PATRICK ROSS
DAVID HIRSCHBINE
Aaron S Cohen
JENNIFER LYNN WARREN
JAMES ANDREW CUMMINGS
CHRISTEN A BECK
JAMES F WINNERT
DOUGLAS MARTIN DRUZBIK
BRITTANY CHENEY
BRENDA LEE LOCHHEAD

Within 25 miles of Derby, NY, Best Investors lists 124 registered investment advisory firms with 388 offices nearby, managing about $11.8T in combined regulatory AUM across 2,115,234 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 Derby

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM