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Best financial advisors in East Homer, NY

Registered advisers within 25 miles of East Homer, NY.

Offices
88
Firms
42
Combined AUM
$7.03T
Firm-wide filings, not assets booked only here
Clients
1.95M
1,946,188 clients when Item 5C has a number
Avg / client
$3.61M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
PRAGMATIC ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
LEIGH BALDWIN & CO., LLC
DARK HORSE WEALTH LLC
MML INVESTORS SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.

Investors

Tyler Jacob Krowiak
KAHLIL ADAMES
Logan Levi Welch Crandall
BRET ALEXANDER HARTMAN
Michael David Foster
KIMBERLY HELEN CAWLEY
ERIC HOWARD SCHNEIDER
Jason Donald Cicioni
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
JAMES PASQUALE NUNCIATO
Laurence Gerard Claudia
Adam Bruculere
ADRIAN W SHUTE
CYNTHIA ANN DECKER
CHARLES FRANCIS SOVIK
JUDSON WILLIAM AMES
JACK ALAN STEVENS
DANIEL ALFRED PARKIN
LEIGH DOUGLAS BALDWIN
MICHAEL ALVIN WOLTMAN
AMY WARD JONES
Erich Fradenburg
ALAN CHRISTOPHER BALDWIN
WILLIAM ALTON DOLLY
PETER GERARD CARCHEDI
JOHN EDWARD RYAN
MARY ELIZABETH O'MALLEY
STEPHEN PAUL DONELLA
HELEN KEMPA CHAMBERS
JOHN PAUL HARMATUK
MICHAEL AUGUST SIDELLO

Within 25 miles of East Homer, NY, Best Investors lists 42 registered investment advisory firms with 88 offices nearby, managing about $7.03T in combined regulatory AUM across 1,946,188 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 East Homer

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM