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Best financial advisors in Dunkirk, NY

Registered advisers within 25 miles of Dunkirk, NY.

Offices
14
Firms
7
Combined AUM
$2.08T
Firm-wide filings, not assets booked only here
Clients
259K
259,210 clients when Item 5C has a number
Avg / client
$8.03M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
NWF ADVISORY SERVICES INC
HBKS WEALTH ADVISORS
EDWARD JONES
LPL FINANCIAL LLC

Investors

Jason M Carlin
STEVEN BARRY STROTHMAN
DAVID MICHAEL DUNNING
JOSEPH LOUIS GUGINO
LUKE JAY BUEHLER
Jacob L Buehler
LAWRENCE CHRISTOPHER FIORELLA
GERALD WILLIAM HALL
JAMES ANTHONY ARCORACI
KEVIN DANIEL ASTRY
MICHAEL EDWARD RINGLER
Shania Uhteg
Joel W Muth
JOHN PATRICK CUDDIHY
Lorie Anne Crowell
Amee Sue Wright
ALEC JOHN WITKOWSKI
ROMER MENDEZ
RICHARD NORMAN ANDERSEN
ERIC LEE FERRY
Matthew Newman

Within 25 miles of Dunkirk, NY, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $2.08T in combined regulatory AUM across 259,210 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 Dunkirk

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 6 HBKS WEALTH ADVISORS 300 clients · 74 advisers $7.66B AUM 7 NWF ADVISORY SERVICES INC 109 clients · 87 advisers $6.43B AUM