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Best financial advisors in Diamond Point, NY

Registered advisers within 25 miles of Diamond Point, NY.

Offices
34
Firms
14
Combined AUM
$5.63T
Firm-wide filings, not assets booked only here
Clients
929K
929,191 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
EDWARD JONES
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARLIN ADVISORS LLC

Investors

Lisa M Bruce
RANDALL F. F DEVANEY
CHRISTOPHER MARTIN ZITO
ADAM E. PEARSALL
MELISSA BATTISTE
Mark Ostrander
Meghan Marie Murray
PAUL C HEBERT
TINA M BRIDGE
KIMBERLY MARIE SCHEFFLER
DANIELLE G VALENTE
Bradley William Bodmer
Christopher J Huskie
Elliot Howard
Danielle Yeager
KATHLEEN REDINGTON GRASMEDER
DANIEL J GRASMEDER
MATTHEW ALEXANDER BAITINGER
JACOB ROSS COSTELLO
Mary Beth Hogan
ROBERT HOWARD BELL
EDWARD ARTHUR COSTELLO
MICHAEL JOHN HEALY
ALFRED JAMES MERCHANT
MATTHEW BRIGGS EASTERLY
DANA HOGAN
TIMOTHY JOSEPH FORMAN
KENNETH B PARLIN
Joseph Edward Kelly
Madeline Skye Butler
Shawn Rook Hadwen
Claudia L Cedrone

Within 25 miles of Diamond Point, NY, Best Investors lists 14 registered investment advisory firms with 34 offices nearby, managing about $5.63T in combined regulatory AUM across 929,191 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 Diamond Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM