Best financial advisors in Eagle Harbor, NY

Registered advisers within 25 miles of Eagle Harbor, NY.

Offices

49

Firms

21

Combined AUM

$6.18T

Firm-wide filings, not assets booked only here

Clients

1.16M

1,160,929 clients when Item 5C has a number

Avg / client

$5.32M

Combined AUM ÷ clients

Nearby offices

KEY INVESTMENT SERVICES LLC

514 Main Street
Medina, NY 14103

STATE FARM INVESTMENT MANAGEMENT CORP.

11297 MAPLE RIDGE RD
Medina, NY 14103

CETERA INVESTMENT ADVISERS LLC

11075 WEST CENTER STREET EXT
MEDINA, NY 14103

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

11.9 miles away

OSAIC WEALTH, INC.

15 MAIN STREET
MIDDLEPORT, NY 14105

13.2 miles away

LPL FINANCIAL LLC

6670 FOURTH SECTION RD
BROCKPORT, NY 14420-2448

13.7 miles away

KEY INVESTMENT SERVICES LLC

4707 LAKE ROAD SOUTH
BROCKPORT, NY 14420

EDWARD JONES

4756 Lake Road
Brockport, NY 14420

AMERIPRISE FINANCIAL SERVICES, LLC

29 Clinton St
Brockport, NY 14420

J.P. MORGAN SECURITIES LLC

66 MAIN STREET
BROCKPORT, NY 14420

14.1 miles away

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

15.4 miles away

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

16.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

16.6 miles away

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

16.6 miles away

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

16.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

16.6 miles away

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

16.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

16.7 miles away

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

16.7 miles away

Firms

KEY INVESTMENT SERVICES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

PRINCIPAL SECURITIES, INC.

LPL ENTERPRISE, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COMMONWEALTH FINANCIAL NETWORK

Investors

Robert John Rice

MARK STEVEN LEWIS

SCOTT BRADLEY SCHICKLING

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

BROOKE DANIELLE YAISER

BENJAMIN D GEIST

ISABELLA TESS FOLTYNIAK

Jessica Rey Burris

NORMAND RICHARD FLUET

MILENDA SUE KILBY

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

EDWARD LISOWSKI

ANTHONY VINCENT MANCUSO

Michael Robert Marsh

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

MARK EARL WOODWARD

Holden Thomas Borrelli

JUDY ANN THOMPSON

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

Within 25 miles of Eagle Harbor, NY, Best Investors lists 21 registered investment advisory firms with 49 offices nearby, managing about $6.18T in combined regulatory AUM across 1,160,929 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 Eagle Harbor

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM